Regardless of your brand’s maturity level, start by uncovering the most important aspects of your brand. This includes defining the “why” behind what you do and seeing your practice from a client’s point of view.
8 MIN ARTICLE
The process of defining your ideal client is less about hypothetical perfection than about identifying a set of business-boosting characteristics among the investors you serve. This client segmentation process can shape your brand as well.
7 MIN ARTICLE
As an example of focusing on one type of client, hear two advisors describe their “for women, by women” approach to helping clients tackle life transitions, such as selling a business, going through a divorce, retiring or being recently widowed.
22 MIN PODCAST
Watch Practice Management Consultant Paul Cieslik’s engaging presentation, offering specific ideas to bring your brand promise to life — online, in person and at every touchpoint.
60 MIN WEBINAR
These five digital marketing essentials can help you increase brand awareness, gain authority, deepen engagement and convert more prospects into clients.
10 MIN ARTICLE
Social media has become an essential channel for marketing, yet the rate of adoption is still low among advisors. Here’s why you should question any assumptions about whether these platforms are right for you.
8 MIN ARTICLE
You might also get a marketing boost by expanding your target client base and finding ways to meet women where they are. For example, where women turn for financial advice differs greatly depending on age, wealth, race and other factors.
6 MIN ARTICLE
Some financial professionals find that simply bringing younger generations into the practice helps to broaden the marketing reach. Hear how one family-based practice is experimenting with different strategies.
35 MIN PODCAST
From building a digital storefront to online meetings that feel intimate, find ways to make tech work for you (while earning CE credit). Our practice management consultants discuss ways you can bring digital prospecting strategies to life in your practice.
60 MIN WEBINAR
LinkedIn is a standout platform for professionals looking to make connections, if you know how to navigate and maximize its capabilities. This video can help.
15 MIN VIDEO
For advisors looking to build their female client base, hear tips on how to provide them with the services they seek.
35 MIN PODCAST
Another great way to prospect is to target certain types of investors who may need your help. For example, anyone holding concentrated stock may have planning needs that you are well positioned to address.
7 MIN ARTICLE
Some advisors work with specific companies, getting to know the retirement benefits so they can prospect for clients among employees. Hear how two top advisors use seminars and employee education to pull prospects into retirement conversations.
32 MIN PODCAST
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