The best marketing strategies, tactics, and trends for new financial advisors from experts inside and outside of the industry. Publishing Reminder: As I mentioned last month, I am pausing publishing over the summer. (I need to prioritize a few other projects for at least the next few months.) Thank you again for your understanding. While social media marketing can offer enormous upside, there are a handful of mistakes financial advisors often make. Samantha Russell covers seven common mistakes, helpful best practices, and much more [Video]: “Anybody here, if I asked you, ‘What was your best-performing social media post of all-time?’, most of you will probably tell me that it was…
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What’s Trending For New Financial Planners (May 2024)
“What’s Trending For New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. Publishing Reminder: As I mentioned last month, I am pausing publishing over the summer. (I need to prioritize a few other projects for at least the next few months.) Thank you again for your understanding! If you enjoy productivity and time management tips, you are in for a treat. Michael Kitces shares how he manages his 6 businesses by “Theme-ing” his days, scheduling “Flex Time,” and much more [Podcast]: “I will track the amount of what I essentially call ‘Flex Time,’…
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New Advisor Marketing Inside Out (April 2024)
The best marketing strategies, tactics, and trends for new financial advisors from experts inside and outside of the industry. Publishing Note: After next month’s edition of “Inside Out,” I am going to pause publishing over the summer. (I need to prioritize a few other projects for at least the next few months.) Thank you for your understanding! Taylor Schulte with advice for new advisors looking to publish their first piece of content, what wins in SEO today, the tools he uses to validate highly searched blog post ideas, and more [Podcast]: “This is scary and hard to do, but you’ve got to just put it out there and kind of…
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What’s Trending For New Financial Planners (April 2024)
“What’s Trending For New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. Publishing Note: After next month’s edition of “What’s Trending,” I am going to pause publishing over the summer. I need to prioritize a few other projects for at least the next few months. Thank you for your understanding! XYPN advisor Cathy Curtis on how to get comfortable charging what you’re worth [Podcast with Transcript or Video]: “If you show your value early on with the client, they’re willing to pay. People recognize value. They do. And they will pay you. I…
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New Advisor Marketing Inside Out (March 2024)
The best marketing strategies, tactics, and trends for new financial advisors from experts inside and outside of the industry. ICYMI, Michael Kitces lays out the marketing data points to track (with free downloadable templates) along with 7 key performance indicators to improve your business development efforts [Article] “Growth is a struggle for most financial advisors, especially those who are newer to the profession (or at least newer to running their own practice) and have to get their own clients for the first time. There are so many different marketing tactics, and ways that advisors can spend their time prospecting, and different approaches to the sales process, that it’s hard to know where…
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What’s Trending For New Financial Planners (March 2024)
“What’s Trending For New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. Michael Kitces shares his latest research covering the “Big 4” factors that contribute to happy financial advisors [Podcast]: “We measured, ultimately, it was 100+ different variables that we were testing through this process, but we found it kind of grouped into four main domains. The first was autonomy. … Autonomy in the context of advisors seems to show up in two particular ways: do you have autonomy in how your clients are served? ‘If I can’t serve my clients the way…
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New Advisor Marketing Inside Out (February 2024)
The best marketing strategies, tactics, and trends for new financial advisors from experts inside and outside of the industry. Highlights from Snappy Kraken’s “State Of Digital 2024” report covering how to attract an audience including 5 lead-generation topics that perform the best, leveraging long-tail keywords, and more [Podcast: Part 1 & Part 2]: [Sofia]: “I’ve seen so many advisor websites performing or not performing based on this. An advisor comes to us and says ‘I work with women,’ for example. Okay, I say ‘What type of women?’What are they interested in?’ You start to figure out what type of investment opportunities they’re pursuing with their clients. ‘Are they women-owned businesses…
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What’s Trending For New Financial Planners (February 2024)
“What’s Trending For New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. Jason Wenk and Dasarte Yarnway share the principles and practices from the top advisors they interviewed in 2023 as well as a few predictions for 2024 [Podcast with Transcript]: “Having done this for so long and talked to so many advisors for so many years, most people, when they have a big breakthrough, it’s something they already knew. So, it’s not like we don’t know being focused is a good thing. But then we meet with these advisors that are performing…
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New Advisor Marketing Inside Out (January 2024)
The best marketing strategies, tactics, and trends for new financial advisors from experts inside and outside of the industry. Donald Miller on financial advisors and coaches developing a top-of-funnel product that actually brings in revenue while you build trust and nurture prospective clients to your core service [Video]: “What you actually need is a top-of-the-funnel product. When I say ‘top-of-the-funnel product,’ I mean one thing that you can sell for like $99 that introduces everybody to the value you offer as a financial advisor.” … I see this all the time. I have worked with hundreds, maybe even thousands of financial advisors now. … What you are missing, as a…
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What’s Trending for New Financial Planners (January 2024)
“What’s Trending for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. If you’ve set some professional and/or personal goals for the new year, a gentle reminder that to ensure results, we need to build systems [Article]: “…if you don’t support your vision and goals with a system stronger than the resistance you will face (you and all the stuff that gets thrown at you), your desired results will not be realized. It’s not because your intent isn’t good; it’s because you don’t have a system designed to align your time with the…
