At this very moment, everything is changing in financial advisor marketing. Digital marketing and virtual prospecting are some of the newer ways to market your valuable services. However, these newer marketing methods can seem a bit overwhelming. This guide is designed to walk you through the most important elements, give you best practices, and unwind the complexities.
Learn more and access the report below.
Twist, fold, pivot, overcome. No, we aren’t hosting a yoga class, we’re talking about the changes we have all been forced to make to our event offerings in the wake of the pandemic.
From the way events are held to the way they are attended, the entire event industry looks radically different than it did even just eighteen months ago.
In order to connect with clients and prospects alike, financial advisors offering courses or in-person events were forced to turn to an all-virtual model.
Congratulations! You’ve gotten your financial advisor marketing machine up and running. You’re posting consistently on social media, sending out regular emails, publishing new content to your site, getting published on other sites, running ads for your landing page, and even sponsoring a local event next month. You’re off to the races. Or are you?
Marketing can be exciting, but your investments aren’t free. So how do you know if what you’re doing even matters?
What if you were told the most important part of your sales pitch presentation wasn’t actually making the sale? What if, in fact, it had nothing to do with the sale at all?
Before you prepare your rebuttal, hear me out.
Making the sale should not be the focus of your sales pitch presentation, but a by-product of a job well done. Whether you’re trying to land that new client, raise capital,
By Christine Golden, Chief Marketing Officer, SigniFi Advisor Group
Building a positive company culture is good for business, but it’s arguably more important in industries that thrive on the referral of happy clients – like financial services. ‘Culture’ isn’t just a warm and fuzzy buzzword, however. It’s a set of behavioral and procedural norms that govern a business, and here are five reasons it should matter to your advisory firm.
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