6 Marketing Ideas for Financial Advisors Adapting to a Post-COVID World

6 Marketing Ideas for Financial Advisors Adapting to a Post-COVID World

The recent COVID diagnosis of President Trump, the First Lady, and a number of other White House staff should be a wake-up call to all of us. Don’t get cocky, and don’t get lazy. While it’s not as lethal as many of us feared in February and March, it’s still a very contagious virus.

So, it’s going to be a while before we can go pressing flesh in person like so many advisors have done for generations. Gone are the Chamber meet-and-greets and going door-to-door doing face-to-face prospecting with business owners.

But people still have financial needs, and we’ve got to find ways to reach them. Don’t get call shy! Now more than ever, people need to hear from us!

That means most of us need to be upgrading and modernizing our marketing approach in the Era of COVID.

Read more

Be Prepared – Don’t Ever Run and Hide

Be Prepared - Don't Ever Run and Hide

What do you do when the market takes a turn for the worst? Do you wait for the storm to pass and simply do nothing – or do you reach out to clients and reassure them things will get better? According to recent research carried out by Financial Advisor Magazine failure to communicate with clients on a timely basis is the number one reason advisors lose clients. The upshot is you need to be prepared to talk to clients both in the good times and the bad times.

Read more

top