/ by Don Connelly / Best Practices / 0 comments
Whether planning for retirement, investing in volatile markets, or managing tax implications, clients are often presented with intricate information that can leave them overwhelmed, confused, and anxious, undermining their ability to make informed decisions.
Of all the key roles and responsibilities of a financial advisor, one of the most essential is communicating complex financial concepts into simple terms the average person can understand. This is critical to helping clients understand their options, feel confident in their decisions, and build lasting trust.
When clients clearly understand their financial plans and the reasoning behind recommendations, they’re more likely to remain engaged, ask insightful questions, and feel empowered to take ownership of the plan.
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Digital Marketing for Financial Advisors: It’s Time to Start a Blog
/ by Don Connelly / Marketing Yourself / 0 comments
For financial advisors competing in a digitally wired world, thought leadership is essential for those who want to stand far above others in a crowded field. Financial advisors who are thought leaders are viewed as authorities in their field and recognized experts– traits that have become table stakes for advisors hoping to attract the attention of high-net-worth clients. An increasing number of financial advisors are finding that blogging is an affordable way to establish themselves as a high-profile authority and a credible source of financial information in a highly competitive arena.
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