Financial advisors often struggle with creating marketing and social media content – especially when they don’t have a dedicated marketing team. Now you can plan your 2023 marketing, social media and client cultivation strategy using our free calendar template.
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The BIG Mistakes Made With Digital Marketing
by Tiffany MarkarianDigital marketing allows you to reach a vast audience of prospects and clients with one click – and therein lies the problem. When done incorrectly, digital marketing can quickly become a passive aggressive strategy. The prospects or clients you are hoping to reach are, in fact, people. They are not leads. To truly engage people, you need to present your content in a way that makes them want to engage.
Read MoreTop 5 Strategies for Virtual Business Growth
by Tiffany MarkarianBeing in a virtual environment does not have to impair your ability to revitalize your business or growth strategy. In fact, working from home may be your ideal opportunity to do some behind the scenes work on your business. Below are the top 5 virtual business growth strategies you can execute in a remote environment to advance your business momentum.
Read MoreMarketing Strategies That Work With Any Budget
by Tiffany MarkarianMarketing strategies and tips for any budget can be successful provided you use the right strategies. Having unlimited marketing dollars does not guarantee clients will engage. Successful marketing requires you to know your ideal client and what they truly want. You need to know the problems they want to solve, how they define value and how they want to receive information. This is the key to marketing, no matter what size budget you have.
Read MoreIs Your Value Proposition Valuable?
by Tiffany MarkarianFinancial advisors are always trying to set themselves apart in this crowded marketplace. One of the ways they attempt to do this is through a strong value proposition. A value proposition is a statement that articulates in clear terms the value you and your firm provide. It is one of the most powerful elements of your brand. The big question is: Is your value proposition valuable?
Read MoreGetting Results with Niche Marketing
by Tiffany MarkarianOne of the biggest challenges with niche marketing is getting results. There could be a variety of reasons for this, but most often it is due to approaching the market the wrong way. There are a few ingredients that need to happen to find success with niche marketing, not just in the short-term, but for a long-term sustainable approach for your business.
Read MoreRecruiting in a Post-Pandemic Reset
by Tiffany MarkarianThe struggle to find and retain top talent in recruiting is real. Not only do you have to find people with the right skills; you need to find people who want to fill the position in your firm.
Read MoreAre Your Virtual Team Meetings Boring?
by Tiffany MarkarianWhen you hear the phrase “virtual team meetings” do your eyes roll? Has your team been showing up for meetings but staying off camera? With the reliance on virtual communication these days that may be the case.
Read MoreThe Right Practices for Greeting Clients in the Office
by Tiffany MarkarianEvery member of your firm is part of the client’s experiential process. Leaders and staff members who create exceptional client experiences are the professionals who rise to the top in a value-compressed environment. Once you recognize this fact, you can integrate common strategies to personalize and humanize your client experience. One of the most personal aspects of the client experience is greeting clients in the office.
Read MoreThe Flub Many Financial Advisors Make with Affluent Referrals
by Tiffany MarkarianReferrals are the reward and hallmark of any good business. As such, there are many scripts and approaches financial advisors will use to get new referrals. The challenge, if you ask most advisors, is the referrals they are receiving do not always meet their ideal “A” client profile. There is an inherent flub many advisors are making with affluent referrals.
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