Jessica Arey

Jessica Arey was previously manager, advisor marketing projects, at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. She left the firm in 2016.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

20 Creative Marketing Ideas to Wow Your Clients [SlideShare]

How Not to Get Fired by Your Clients (or Their Heirs)

Online Content Marketing: Questions You Should Be Asking

Engaging Women Investors Where They Are

From Brady to Beyoncé: Lessons on Positioning Yourself with Prospects

20 Creative Marketing Ideas to Wow Your Clients [SlideShare]

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?

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Topics: Marketing

How Not to Get Fired by Your Clients (or Their Heirs)

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.

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Topics: Marketing

Online Content Marketing: Questions You Should Be Asking

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 . . .”

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Topics: Marketing

Engaging Women Investors Where They Are

Posted by Jessica Arey

January 13, 2016 at 1:30 PM

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.

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Topics: Marketing

From Brady to Beyoncé: Lessons on Positioning Yourself with Prospects

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?

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Topics: Marketing

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