Financial Advisor Marketing

All posts tagged Financial Advisor Marketing

Marketing Strategies That Work With Any Budget

by Tiffany Markarian

Marketing 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.

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Tiffany MarkarianMarketing Strategies That Work With Any Budget

Maximizing Virtual Client Meetings During COVID-19

by Tiffany Markarian

Let us begin this article by acknowledging we are running our business during a pandemic and it has gone on far longer than expected. Advisors and financial professionals are using every means possible to stay connected with clients and that is a good thing. The one thing we cannot forget during a pandemic; however, is we are still responsible for delivering an exceptional client experience. So how do we conduct virtual client meetings during COVID-19?

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Tiffany MarkarianMaximizing Virtual Client Meetings During COVID-19