5 Creative Marketing Ideas for Financial Advisors to Attract New Clients

5 Creative Marketing Ideas for Financial Advisors to Attract New Clients

The biggest issue most Financial Advisors face is attracting a steady stream of new clients. In a post-pandemic world that could be even more difficult with seminars and networking events out of the question for a long time to come.

Here are five creative marketing ideas Financial Advisors can use to attract new clients without breaking the bank.

Remember to run any promotional or marketing activity by your compliance department before making any steps toward detailed planning or execution.

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Weekly Focus: Goal Setting

Don-Connelly-Associates

The beginning of a given year is the time to rewrite our goals, our mission statement and our business plan. For some of us that will involve a major overhaul and for some of us it will involve a tweak. For all of us, it will be a thought-provoking experience. Goal setting comes first. Decide what you want to accomplish and write it down. Set a date by which you will accomplish each goal. If you were charged with running a twelve-minute mile and nobody posted a finish line, you would have no way of knowing if you succeeded. It’s no different with business goals.

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What’s New on Don Connelly 24/7 in May

What's New Don Connelly 247 May 2014

Today we publish the third blog post in the series “What’s New on Don Connelly 24/7“ – please, tell us in the comments how do you like this series. We recap new video and audio podcasts, Weekly Focus issues, Monthly Newsletter, and other premium content, recently released on the Don Connelly 24/7 learning center.

Naturally, non-members cannot access the premium content details (e.g. podcasts and newsletters), but you will know what topics Don discusses, what questions he answers, what issues he is helping with through the learning center each month.

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What’s New on Don Connelly 24/7 in March

What's New Don Connelly 24/7 March 2014

This blog post series is the answer to Financial Advisors’ emails – an easy way to track what’s new on our members’ website Don Connelly 24/7 without actually being a member.

You won’t be able to access the details of each new premium content item like podcasts and newsletters, but you will know what topics Don discusses, what questions he answers, what issues he is helping with through the learning center each month.

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