Financial Advisor Webinar Marketing: 7 Reasons Why You Should Do It

Financial Advisor Webinar Marketing - 7 Reasons Why You Should Do It

For several decades, financial advisors successfully used seminars to introduce themselves to potential clients. Seminar marketing is still the most effective way to present yourself as an authority and knowledgeable resource—two traits investors covet in a trusted advisor. However, thanks to Covid19, live seminar events may be a thing of the past, at least until […]

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3 Types of Prospects Financial Advisors Should Pursue and How to Connect with Them

3 Types of Prospects Every Financial Advisor Should Pursue and How to Connect with Them

All financial advisors know that prospecting is the lifeblood of their business. Filling the funnel with a constant flow of qualified leads has long been the biggest challenge facing advisors, regardless of how long they’ve been in the business. Scores of books and articles have been written on “the best” prospecting tips and techniques. Yet, many advisors continue to suffer from the “spinning your wheels” syndrome, feeling as if their efforts keep dredging up the same results—poor-quality prospects or prospects who have neither the incentive nor financial capacity to take action.

Sure, prospecting is and always has been driven by the “law of numbers,” but who says you can’t tilt the numbers in your favor. You’d be foolish not to try. Even if you’ve identified a target market based on an ideal client profile, it’s still a numbers game. However, if you truly understand the type of prospect you’re looking for, you may be able to drastically reduce the number of rocks you need to turnover.

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6 Reasons Why You Should Specialize in The Kind of Financial Advice You Give

6 Reasons Why You Should Specialize in The Kind of Financial Advice You Give

In previous posts we’ve discussed the importance of identifying your ideal client in terms of their attributes – be it occupation, geographical location, etc. But if you are to stand out in a crowded market you also need to pinpoint exactly what you can offer your clients in terms of services.

As part of your marketing strategy aim to narrow down to the field or specialty you’re best suited to offer. Don’t try to be ‘jack of all trades’ by offering to provide advice on estate planning and taxation, and everything in-between. If you do, you’ll end up ‘master of none’.

People need to know you are the expert in your field, otherwise you won’t become highly referable. Here’s why you should specialize in the kind of financial advice you give.

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