Financial Advisor Marketing to Millennials: Reach Success
Key Highlights Millennials can benefit a lot from getting financial advice. Right now, few of them use advisors regularly. Digital marketing is essential for connecting with this tech-savvy group. You should change your marketing approach to meet the specific financial needs and interests of millennials. Build trust by providing helpful content and sharing experiences they […]
Three Elements Financial Advisors Should Consider When Making A Marketing Plan
I talk to a lot of financial advisors every week on sales calls, and nine out of 10 times, they list a litany of marketing strategies and programs they tried that did not work. That does not mean those programs or services don’t work in general, but it does mean these advisors probably don’t have […]
How Financial Advisors Can Use The Google Local Pack To Boost AUM Growth
In my conversations with financial advisors, I am surprised that many don’t realize the potential AUM (assets under management) growth that is possible for their firm through the Google Local Pack. The Google Local Pack garners a significant portion of the clicks on page one of a Google local search. This can mean more calls […]
How Advisors Can Use ChatGPT to Nurture Leads
I was just in a meeting with a client the other day, who wanted to move the writing of his blog content in-house so he could write it himself. We had been using an amazing copywriter, a veteran writer in the financial advisor space for over 20 years. However, he wanted to write about certain […]
What the Heck is Facebook Pixel, and Why Should Advisors Care?
It’s important to make sure that you’re building a marketing strategy that rides independently above whatever vendor you use. At its core, a Facebook Pixel is a powerful analytics tool that gives you the chance to accurately measure the effectiveness of your Facebook advertising for financial advisors, all by better understanding the actions that people are actually […]
The Top Qualified Lead Resources for Financial Advisors
Note: This article has been updated for 2021 after two more years of being in the marketing trenches. You can see the updates below about SmartAsset and DaveRamsey.com. As someone who has devoted a large part of my life to helping financial services professionals generate leads and empower their marketing strategies, I’m well aware that […]
The Importance of Building Your Own Facebook Pixel (and Not Your Vendor’s!) for Your Financial Advisory Firm
Have you ever hired a marketing firm that you really thought understood your business and spent literally thousands of dollars on “the right” marketing campaign, only to walk away with little – if anything – to show for it? Of course you have – it’s happened to most financial advisors. What I want to talk […]
Using Facebook Ads to Generate Actual Leads
Some advisors insist they generate only low-quality leads from Facebook. That need not be the case. With the right approach, Facebook marketing can be incredibly effective for financial services businesses in particular. There are those out there who insist that the quality of the leads they’re generating from Facebook users aren’t exactly good, I’ve seen […]
How Financial Advisors and RIAs Can Use Facebook Ads to Generate Leads for $20 Per Lead
I’ve seen the financial services industry change in a lot of ways over the course of my career, but few things compare to the rapid-fire evolution I’ve seen take place over the last few months since the beginning of the global COVID-19 pandemic. Financial advisors, RIAs and other professionals have always been looking for new […]
The Four Levels of Customer Engagement and How Your Website and Digital Platform Can Build Trust as they Become a Prospect
