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…
