November 1, 2021 / by Don Connelly / Best Practices / 0 comments
In the year and a half since the beginning of the pandemic, the financial advisory industry has undergone massive change, impacting the way financial advisors practice their trade as well as the behaviors and habits of clients. Much of that change was underway before COVID but has accelerated or come more sharply into focus because of it.
Advisors have done well to adapt to changes precipitated by the pandemic—becoming adept at virtual communications and navigating the uncertainties of a troubled economy. However, in the wake of these changes, several issues continue to overshadow the industry, requiring advisors to switch from survival mode to aggressively managing them not just to survive but to thrive.
In the next couple of weeks, we will delve more deeply into some of these issues, the challenges they present, and how advisors can meet them head on for a greater chance at success. Among the many vital issues advisors are facing right now, here are four they must contend with in the immediate future.
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4 Critical Issues Facing Financial Advisors Right Now
November 1, 2021 / by Don Connelly / Best Practices / 0 comments
In the year and a half since the beginning of the pandemic, the financial advisory industry has undergone massive change, impacting the way financial advisors practice their trade as well as the behaviors and habits of clients. Much of that change was underway before COVID but has accelerated or come more sharply into focus because of it.
Advisors have done well to adapt to changes precipitated by the pandemic—becoming adept at virtual communications and navigating the uncertainties of a troubled economy. However, in the wake of these changes, several issues continue to overshadow the industry, requiring advisors to switch from survival mode to aggressively managing them not just to survive but to thrive.
In the next couple of weeks, we will delve more deeply into some of these issues, the challenges they present, and how advisors can meet them head on for a greater chance at success. Among the many vital issues advisors are facing right now, here are four they must contend with in the immediate future.
Read more
Five Reasons Why Financial Advisor Should Include Direct Mail in Their Marketing Strategy
September 13, 2021 / by Don Connelly / Marketing Yourself / 0 comments
In a digitally dominated world, your clients and prospects are overwhelmed by emails, text notifications, pop-up ads, and other forms of instant communication. With many financial advisors adopting a digital-first approach to marketing, it may be time for advisors to go back to the tried and true—direct mail. While it’s true that digital marketing has become the sleek and shiny way to attract clients, it may not be the most effective.
Direct mail is far from dead and, in fact, might be your salvation for reviving your lead generation. Here are five reasons why that may be.
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