Insights Marketing

It’s easy to be equal parts dazzled and overwhelmed by the fast-evolving world of marketing and the many ways to get the word out about your financial advisory business. Videos, podcasts, social media and webinars are all on the radar of financial advisors who appreciate the power of marketing to grow their business. In reality, …

Email marketing for financial advisors is a powerful way to engage with clients and prospects. By leveraging the benefits of email marketing, financial advisors can stay top of mind, provide valuable content and foster trust – ultimately driving business growth. However, a successful strategy entails more than just writing down your thoughts and hitting “send.” …

Lead generation for financial advisors is a critical component of a successful growth strategy, but it requires a thoughtful approach if you want to avoid wasted effort and connect with qualified prospects. A good lead generation strategy will leverage digital advertising, event networking, connecting with centers of influence and other mediums, but how can you …

Financial advisors create awareness about their business and strengthen their reputation through brand building, where your goal is to inform potential clients that you can provide financial advice and that the services you provide are valuable. But the next step to brand building is turning that awareness into an audience you can actually contact and …

 Financial advisors spend an average of 3% of their revenue on marketing. Yet 56% of advisors say they receive no clients from their marketing efforts, according to the latest Cerulli Report. It’s time we fixed that. There isn’t one financial advisor marketing solution that is going to work for everyone. Creating a marketing plan …

Creating a successful marketing plan for your firm requires a significant investment of both time and money. But if you’re making that big of an investment in your marketing, how can you be sure you’re getting a good return? Marketing analytics can be an effective way to measure the success of your campaigns, but the …

“It’s amazing how creative and strategic you can be when you don’t have to worry about a lot of the minutiae of running a practice.” While working as an advisor at a national broker-dealer, Neal McGrath, founder, Managing Partner and Senior Wealth Advisor at Aptus Wealth Planning, found that he couldn’t be nimble enough to …

Now is the time to engage in digital marketing for financial advisors. In fact, it’s no longer an “optional” activity; whether or not you are participating online, your target audience and potential clients are there, conducting online research to find a financial advisor. The goal of digital marketing is to develop a strategy that ensures …

Changes to the Securities and Exchange Commission’s “Marketing Rule” recently went into effect, and they impact everything from testimonials to the definition of an “advertisement.”  Staying in compliance with these rule changes can be challenging for advisors, but our on-demand webinar “Staying on Top of SEC Marketing Rule Changes” can help you stay on track.  …

There are ample reasons why webinars should be part of a financial advisor’s content marketing strategy – the convenience, the efficiency, the brand-building, to name a few. A successful, well-thought-out webinar has the power to transform your business. Clients and prospects can click a link and have direct access to your expertise. No waiting around, …

Do you know the best way for your business to connect with potential clients? Should you focus on email marketing? Social media? Digital ads? And your marketing efforts don’t stop once you pick a medium – you need to generate engaging copy, get it in front of potential leads and, once you connect, convert those …