First impression are important, but for most professional businesses, a first impression may actually be a series of impressions that collectively make a lasting impression. For many financial advisors, there are holes in their impression strategies. And for people looking for any reason not to make a...

Branding is a hot topic among marketing coaches who work with financial advisors. Branding can help you grow your business by creating a name for yourself-an image of who you are, what you do, why you’re different and what that difference means to your target audience. Good branding appropriately positions...

I was recently reading an article about making a first impression. The author in the article linked below makes some good points about how to make a first impression. It’s different than creating a lasting impression, which is critical to long term success, but it’s worth a read. Click Here:...

If you can’t afford a complete and comprehensive marketing strategy and program, chip away over a couple of years at implementing one. If it costs too much for the program you want including web site, brand, brochures and a newsletter, start with developing the right brand, then look at developing your...

The most significant marketing you can do is self-promoting you’re web site to your clients, prospects, centers of influence and peers. If you have a web site you’re proud of, let everyone know every chance you get. You’ll keep your web site top of mind and they’ll begin to buy into...

How narrow does a NICHE MARKET need to be? For many years we’ve been reading about the concept of niche marketing for financial advisors. Developing a niche market is an important part of any Marketing Strategy. It’s often touted as the sure way to marketing success. Find a narrow target audience with a...

Branding is a hot topic and well documented subject among marketing coaches serving financial advisors. Branding can help you grow your business by creating a name for yourself, an image of who you are, what you do, why you’re different and what that difference means to your target audience. Good branding...

Most financial advisors have difficulty telling prospects, clients and colleagues, exactly what it is they do for people. Although it might seem a prerequisite for being successful, we hear it from experienced, successful advisors regularly. Part of the problem is that advisors don’t consider packaging or...

There are a lot of opinions surrounding the most effective web sites strategies for businesses. Insight and opinion can come from various sources and apply to various businesses. The insight in this article is from a Financial Services Marketing Expert, aimed at helping Financial Advisors. I’d like to...

Financial advisor web sites are steadily increasing in the marketplace. Whether you are an independent advisor or work for a large broker/dealer, the cost to publish a simple static web site has decreased over the past few years. The cost of doing it right with active content, dynamic functionality and...