July 26, 2021 / by Don Connelly / Marketing Yourself / 0 comments
As a financial advisor, you can’t always be there when a client or prospect has a need. You can only hope that you’re the first person they think of when they want to discuss it or when one of your clients is asked to recommend an advisor. That’s where top-of-mind awareness comes in. If you can develop it effectively, your name is more likely to be the first to come to mind when they have a need.
Chances are, when you crave a cola, you think Coca Cola. That’s because Coke spends hundreds of millions of dollars on advertising to ensure you do. You want that same reflexive thought to occur with your clients and prospects, but you don’t have to blow out your budget to create similar top-of-mind awareness. The objective of a top-of-mind strategy is to be remembered, and you can accomplish that with five easy steps.
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How to Become Top of Mind with Your Clients and Prospects
July 26, 2021 / by Don Connelly / Marketing Yourself / 0 comments
As a financial advisor, you can’t always be there when a client or prospect has a need. You can only hope that you’re the first person they think of when they want to discuss it or when one of your clients is asked to recommend an advisor. That’s where top-of-mind awareness comes in. If you can develop it effectively, your name is more likely to be the first to come to mind when they have a need.
Chances are, when you crave a cola, you think Coca Cola. That’s because Coke spends hundreds of millions of dollars on advertising to ensure you do. You want that same reflexive thought to occur with your clients and prospects, but you don’t have to blow out your budget to create similar top-of-mind awareness. The objective of a top-of-mind strategy is to be remembered, and you can accomplish that with five easy steps.
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6 Tactics for Financial Advisors to Improve Social Media Efforts
November 6, 2014 / by Kirti Anand Sharma / Connelly Corner, Marketing Yourself / 0 comments
Social media marketing has made its way in the Financial Services industry, too. A lot of investors, especially Gen X and Y, are actively using social media platforms to help them make investment decisions. A lot of Financial Advisors and Wealth Managers have reported increase in their assets by meeting prospective clients through social networks. So don’t hold yourself back – get social! Here is a list of 6 tactics to get started and improve your social media marketing efforts:
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