SMART ADVISOR MARKETING

A practical conversation about marketing for professional financial advisors. Not intended for consumers.

Entries Tagged as 'Build Your Market'

If You Don’t Ask, They Can’t Become Clients

September 18th, 2007 · 2 Comments

If you don’t ask, they can’t become clients
We had an advisor ask us about incorporating more “calls to action” on his website. “Of course we can do that - who are your customers and what would you like the visitors to do?” we asked? “I don’t know - you’re the marketing people, you tell me […]

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Tags: Build Your Market · Persuasion · SEO · Client Communications · Internet Marketing · Financial Advisors · Marketing · Selling

Stop Client Dissatisfaction and Grow Your Business

September 13th, 2007 · 1 Comment

For the past several months we have been surveying advisors about their marketing programs. When we ask them which marketing tools they use, it amazes us that only about 21% use a client newsletter.
We heard leading advisors from a recent conference podium say:
“I had an existing client transfer an additional $700,000 IRA account to me […]

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Tags: Client Communications · Build Your Market · Internet Marketing · Credential · Financial Advisors · Marketing · Selling