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…
