use social media Archives - Don Connelly & Associates

3 Issues Financial Advisors Should Address to Overcome the Trust Deficit in Clients

/ by Don Connelly / Managing the Relationship / 0 comments

Financial Advisors face a huge trust deficit. That’s significant because who holds a more important position of trust than an advisor who can impact when people retire, how they live in retirement, and what’s their financial security late in life when they need it the most? For advisors whose livelihood depends on attracting new clients and retaining them, that’s a major obstacle to overcome every day.

Best Target Markets for Financial Advisors: How to Choose The Best One for You

/ by Don Connelly / Marketing Yourself / 0 comments

There’s no ‘one size fits all’ target market for advisors. A market that may be perfect for one advisor may be a poor fit for another. You need to narrow down to the best target market for you, based on your personal background, specialty, knowledge, interests, social networks and so on.

By identifying your perfect niche you’ll find it far easier to differentiate your practice and set yourself up as the ‘go-to’ expert.

If you’re struggling to identify the ‘right niche’ here are a few ways to get started.

6 Tactics for Financial Advisors to Improve Social Media Efforts

/ 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: