automated marketing for financial advisors Archives

8 Tips to Revive Your In-Person Seminar Marketing

August 2, 2021 / by Don Connelly / Marketing Yourself / 0 comments

Financial advisors have long favored in-person seminars as an effective prospecting tool. That changed when the pandemic hit, forcing advisors to adapt, using online webinars and Zoom meetings. But, while online webinars have been helpful in broadening advisors’ reach, they haven’t necessarily led to more appointments for some Advisors—certainly not at the level of in-person seminars. If that is true for you too, with the pandemic receding, it may be time to get back to tried-and-true in-person seminars.

9 Must-Haves for Your Financial Advisor Website to Attract Prospects and Clients

January 18, 2021 / by Don Connelly / Marketing Yourself / 0 comments

Most Advisors today have a professional website to represent themselves online in front of potential or current clients. In a post-pandemic world where even meetings are conducted online, it’s not really a matter of if you should have a website, but a matter of what website you should have.

Should it be one of those static pages filled with general information, serving as your online business card? Or should it be an engaging piece of online real estate to keep your prospective and current clients hooked and looking for the phone to call you for more? Or should it be somewhere in between?

Here are a few things you must have on your website if you want to stand head and shoulders above other Advisors.

Automated Marketing for Financial Advisors – 5 Ways to Improve Your Practice

August 3, 2020 / by Don Connelly / Marketing Yourself / 0 comments

For many business owners marketing is tough and likely not the reason they started their business in the first place! As a Financial Advisor, your work is primarily focused on money management and building client relationships, not marketing. Having said that, a proactive and well-planned marketing initiative can go a long way in improving and growing your practice, so you can do more of what you love.