/ by Don Connelly / Marketing Yourself / 0 comments
Traditionally, being a financial advisor has been a face-to-face business. We are creatures of the working lunch, the handshake, the coffee meeting. Appointments are the lifeblood of our business, because we’re in the business of personal relationships. That’s our real advantage over the low-cost robo-advisors, and a big part of how we justify our fees.
But social distancing is changing all that in a flash. I’m optimistic about the economy and the stock market long-term. But this bug isn’t going away anytime soon. We are undergoing a rapid cultural shift where social distance may very well become the norm for a good, long while.
And all of us old-school financial advisors, as well as brokers, planners, insurance agents, all of us, are going to have to adjust.
I’ve talked with a lot of people, and I’ve seen a lot of economic cycles. Here’s what I suggest you do to keep growing your business even with social distancing.
Read more
Financial Advisor Webinar Marketing: 7 Reasons Why You Should Do It
/ by Diana Marinova / Marketing Yourself / 6 comments
For several decades, financial advisors successfully used seminars to introduce themselves to potential clients. Seminar marketing is still the most effective way to present yourself as an authority and knowledgeable resource—two traits investors covet in a trusted advisor. However, thanks to Covid19, live seminar events may be a thing of the past, at least until […]
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Financial Advisors and Social Distancing: How to Keep Prospecting and Servicing Clients
/ by Don Connelly / Marketing Yourself / 0 comments
Traditionally, being a financial advisor has been a face-to-face business. We are creatures of the working lunch, the handshake, the coffee meeting. Appointments are the lifeblood of our business, because we’re in the business of personal relationships. That’s our real advantage over the low-cost robo-advisors, and a big part of how we justify our fees.
But social distancing is changing all that in a flash. I’m optimistic about the economy and the stock market long-term. But this bug isn’t going away anytime soon. We are undergoing a rapid cultural shift where social distance may very well become the norm for a good, long while.
And all of us old-school financial advisors, as well as brokers, planners, insurance agents, all of us, are going to have to adjust.
I’ve talked with a lot of people, and I’ve seen a lot of economic cycles. Here’s what I suggest you do to keep growing your business even with social distancing.
Read more