How to Attract Millennial Clients: Advice from a Millennial Advisor

Posted by Mike Giurleo

January 11, 2017 at 1:30 PM

Millennials are generally defined as those individuals born between 1980 and 2000. They grew up in a dynamic and rapidly changing environment that had profound effects on their personalities and economic and social views. Tech-savvy, well-educated, and eclectic, this group is in the process of positioning itself at the epicenter of the financial world. Along with their earnings potential, which will start to peak in the coming years, millennials are poised to inherit their baby-boomer parents’ assets.

Given all of this, many advisors have started to think about how to attract millennial clients to their business. Here, we’ll cover why this generation presents a valuable opportunity for you, plus share advice from one of Commonwealth’s own millennial advisors.

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Topics: Marketing

More Ways to Get Media Attention

Posted by Jacquelyn Marchand

December 27, 2016 at 10:00 AM

As I wrote in my previous blog post, “5 Ways to Get Media Attention,” if can be difficult—although certainly not impossible—to get positive media coverage in today’s viral video world. With that in mind, I outlined some tips to get you started, ranging from being polite and persistent to getting noticed in your local community. Now that you’ve had some time to think about how you might boost your credibility with these select marketing efforts, here are even more ways to get the media attention you need to gain visibility, develop relationships with key media contacts, and position yourself as an expert in your field.

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Topics: Marketing

What Does Wellness Mean to You?

Posted by Becky Lucca

December 21, 2016 at 1:30 PM

Corporate culture varies from firm to firm, but it’s something at the heart of many successful organizations. Here at Commonwealth, we focus on cultivating a supportive environment where everyone can thrive, and the word “fun” is actually part of our mission statement. Further, to help support this culture and mission, Commonwealth runs yearly campaigns that emphasize its ideals, such as strengthening the core or indispensability.

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Topics: Marketing

5 Ways to Get Media Attention

Posted by Jacquelyn Marchand

December 13, 2016 at 10:00 AM

I could say “dress up like a clown” and you’d have more attention from the media—and your firm’s Compliance department—than you could handle. I think this illustrates a valid (and somewhat sad) point in our viral video world: It takes work to get positive media coverage but next to no effort at all to gain the opposite. Reporters are pressed for time and can’t cover every story that crosses their desks. They’re competing for clicks over an ever-expanding list of alternative news sites/sources, and there is limited space in print issues, which continue to shrink, are merged with sister publications, or are eliminated altogether. So, in today’s world, what are the most effective ways to get media attention?

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Topics: Marketing

SEO for Financial Advisors: 5 Useful Tips

Posted by Tori Ahmed

September 14, 2016 at 1:30 PM

When you search for a topic on Google, Bing, or Yahoo!, the results you receive are actually generated by systematic algorithms that attempt to return the most relevant webpages based on your search query. Considering that the majority of searchers only view the first page of search results, many companies set a goal of improving their ranking over time, so potential customers will be more likely to find them. Easier said than done, right? Not necessarily.

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Topics: Marketing

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