Category Archives: Strategies and Tactics

How To Use Content Marketing To Attract Your Best Clients

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Every day we are seeing more financial advisors venturing into the wild world of content marketing. Why? Well, it’s a new, slightly complex, yet proven way to generate new, qualified prospects. So, let’s go over the basics of what you need to know and how to get started. 

1. What is content marketing?  Content marketing is a strategic marketing and business process focused on creating and distributing valuable, relevant, and consistent content. Its purpose is to attract and retain a clearly-defined audience and ultimately drive profitable customer action.

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He’s Just Not That Into You! 4 Ways to Connect Quicker with Prospects

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Have you ever tried to attract a new prospect but felt that you were falling short of making your case? Sometimes it’s because we may be coming off like a salesperson. Because, if you try to sell someone something, a typical reaction you may receive is that person becomes immediately not that into you. As the nation’s #1 sales expert Jeffrey Gitomer says, “People Don’t Like to Be Sold, But They Love To BUY!™” 

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The Most Powerful Marketing Tools for Today’s Advisors

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The 5 proven marketing strategies most likely to help you generate new business in 2018

By Maribeth Kuzmeski, PhD

Most likely you already have many marketing ideas – but are they working in today’s environment for financial advisors? Here are five easy-to-implement strategies that are working right now to attract new clients and fans, expose your brand, get people talking, and differentiate yourself.

1. Yes,

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Elizabeth McCourt: How Spilling Your Secrets Can Give You The Right Mindset For Your Business

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We all have days when we think that we are not going to succeed in our goals in life and business. While it may be difficult to shift this mindset into something more productive, TEDx speaker, executive coach and sponsored triathlete Elizabeth McCourt shows you how an endurance athlete’s perspective can provide you the right mental training that is guaranteed to have maximum impact on your success.

In today’s podcast,

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Leslie Grossman: Link Out: Solutions in a Digital World for Old School Success

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Just how important is relationship-building to business, despite it not being part of your job description? A firm believer in relationships and collaboration, Leslie Grossman, author, entrepreneur, and co-founder of the Women’s Leadership Exchange, speaks of the importance of face-to-face communication today.

She talks about her book “Link Out”, which has her findings on the best ways to connect with people in order to further your business and career. She discusses as well what she discovered to be the common factor most successful women have.

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