Effective marketing starts with an objective. Are you looking to strengthen relationships with existing clients, for example, or do you want to enhance your firm’s brand by demonstrating how you give back to your community?
Posted by Jessica Arey
June 21, 2016 at 10:00 AM
Effective marketing starts with an objective. Are you looking to strengthen relationships with existing clients, for example, or do you want to enhance your firm’s brand by demonstrating how you give back to your community?
Topics: Marketing
Posted by Jessica Arey
April 27, 2016 at 1:30 PM
How often do you reach out to your clients (annually, semiannually)? And what amount of contact is considered "regular"? Although there may not be a hard-and-fast rule for this, you might want to consider that a lack of proactive outreach is consistently listed as a top reason why clients seek new advisors.
Topics: Marketing
Posted by Jessica Arey
April 19, 2016 at 10:00 AM
Early in a new year, it’s easy to get swept up in New Year's resolutions and making big plans for the future. Here at Commonwealth, the advisor hot topics so far in 2016 seem to revolve around online content marketing and how to improve their firms’ online presence: “What should I be doing? What are other advisors doing? I’ve been thinking about trying . . .”
Topics: Marketing
Reaching women with your marketing is not a one-size-fits-all process. There are generational, regional, and personality factors that will affect how clients engage with you. Still, there is data that supports employing certain strategies to increase the effectiveness of your approach with the women you’re trying to reach.
Topics: Marketing
Posted by Jessica Arey
January 12, 2016 at 10:00 AM
What differentiates you from your competition? It’s a question I’ve asked many advisors while discussing their marketing efforts. Often, I hear similar answers: “my focus on service,” “my commitment to my clients’ well-being,” or “my expertise in financial planning strategies.” Of course, there’s no question that these are essential qualities for any advisor. But can they help you in positioning yourself with prospects and differentiating yourself from the competition?
Topics: Marketing
This material is for educational purposes only and is not intended to provide specific advice.
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