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Financial Marketing

Financial marketing refers to the promotion and sale of financial products or services. This includes activities such as advertising, public relations, direct marketing, and customer relationship management. The role of a financial advisor in this context is to provide personalized advice and guidance to clients, helping them make informed decisions about their finances. Financial advisors often use marketing techniques to attract new clients, build their reputation, and increase their business. The ultimate goal of financial marketing and the role of financial advisors is to help clients achieve their financial goals through informed and strategic decision-making.

How to Improve Lead Generation for Financial Advisors

Growing any business holds its challenges. For financial advisors, lead generation can be a complex task. As the industry grows, so do the client bases of advisors everywhere, adding to the challenge of providing more value for clients and prospects alike. In order to...

An Advisor’s Guide to Overcoming Objections

Are your appointment books not filling up because you don’t know how to overcome objections from prospects? This can be a significant problem for financial advisors, but it doesn’t have to be. Learning how to handle objections in financial advising is a hurdle you...

7 Incredible Leadership Lessons To Stand Out And Win More Clients

In today’s world, being knowledgeable about the latest financial products isn’t enough. Your community and clients expect more from you. They want you to lead them to financial security. In fact, you’ll find that you play the role of a psychologist as much as you are...

Dinner Seminars are a Success for Practitioners.

Use Live Dinner Seminars as a Catalyst to Grow Your Business Live dinner seminars are a great way to create a personal touch to your marketing strategy. In a world of constantly flowing traditional and digital marketing pieces, a live event can offer consumers a...

How to Eliminate Fear And Encourage Consumers to Act

The vast majority of Americans struggle with financial illiteracy and anxiety about money. In fact, according to a report published by Walden University, over 65% of Americans are financially illiterate and unable to manage their finances. In addition, The National...

9 Ways to Attract the Results You Want and Deserve

(Don’t blame us if # 4 boosts your ego – and your customer acquisition pipeline – to new and exciting heights!) Do you want to attract more financial clients and perhaps even further strengthen the relationship you have with your current clients? Then keep reading....

Financial Services Trends for the Second Half of 2021

The financial services sector is gradually emerging from the economic downturn caused by the COVID-19 pandemic. Experts believe that advisors will need to approach marketing very differently, as trends have shifted and the pre-pandemic approaches will no longer work.

Advisors are Scrapping Cold Calling for Seminars

Trainees had focused more and more on investing recommendations, dinner seminars, and referrals in recent years. However, the pandemic threw Merrill Lynch’s advisors into uncharted waters. Working from home made in-person meetings impossible, and some trainees resorted to using the National Do Not Call Registry, resulting in regulatory penalties.