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The 2024 Financial Advisor Marketing Calendar

by Tiffany Markarian

Financial advisors often struggle with creating consistent marketing and social media content – especially when they don’t have a dedicated marketing team. Now you can plan and organize your 2024 marketing, social media, and client cultivation communications using our free 2024 Financial Advisor Marketing Calendar – featuring brand new content!!!

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Tiffany MarkarianThe 2024 Financial Advisor Marketing Calendar

Is Communicating Your Value Missing the Mark?

by Tiffany Markarian

Communicating your value for Fee-Only advisers has become a competitive undertaking. It is complicated by fee pressures, access to affluent clients and an ever-evolving service model. Advisers try to set themselves apart from others, but in many cases, the message is missing the mark.

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Tiffany MarkarianIs Communicating Your Value Missing the Mark?

The Secrets to Scaling an Advisory Practice

by Tiffany Markarian

Financial advisors are often told by leadership or business consultants to “grow your financial practice,” expand your assets under management, or increase activity. The challenge with growth-based goals is they often overlook the obstacles and historical sticking points that can plague an advisor’s business.

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Tiffany MarkarianThe Secrets to Scaling an Advisory Practice

Tackling the Top 4 Time Management Traps for Financial Advisors

by Tiffany Markarian

As the head of your business, there are things you do and know that no one else does. It’s what makes you a valuable resource and an exceptional financial advisor. As your practice grows; however, the challenge becomes time management. The goal is to keep your practice running efficiently so you stay client focused. The more you try to control everything in your business, you lose the ability to scale your business. It puts your entire client experience at risk.

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Tiffany MarkarianTackling the Top 4 Time Management Traps for Financial Advisors

Overcoming Prospect Indecision and Delays

by Tiffany Markarian

One of the many challenges financial advisors face is dealing with prospect indecision and delays. Despite the importance of financial planning, prospects often delay taking the next steps. In this article, we’ll delve into several reasons behind a prospect’s delay and how advisors can address these roadblocks effectively.

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Tiffany MarkarianOvercoming Prospect Indecision and Delays

Storytelling in the Planning Process

by Tiffany Markarian

Whether you are a financial advisor trying to engage new clients or a recruiter trying to engage new advisors, storytelling in your initial planning meetings sets the tone for the relationship. But whose story are you telling?

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Tiffany MarkarianStorytelling in the Planning Process

Time Management Checklist for Financial Advisors

by Tiffany Markarian

Time management is prioritizing tasks in your business and personal life so you can maximize productivity. The goal is to create an environment that is conducive to maximum effectiveness and efficiency. If you feel you are falling prey to time management culprits, it may be time to start blocking and tackling. You don’t want to put your client experience or your goals at risk. Use our “Time-Wasters Checklist” below to help you identify inefficiencies in your business or areas that might need immediate attention.

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Tiffany MarkarianTime Management Checklist for Financial Advisors

10 Ways to “Wow” Your Clients and Provide a VIP Experience

by Tiffany Markarian

Creating a “wow” or VIP experience for clients is about building your business around the client. It is going above the expected and delivering the unexpected. Every interaction a client has with you is part of their experience. They are observing you, listening to what you say, and scrutinizing every interaction. They are assessing what they are paying for and the value that is being delivered. Creating a “wow” or VIP experience is about delivering something clients never knew they wanted, at no additional cost to them.

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Tiffany Markarian10 Ways to “Wow” Your Clients and Provide a VIP Experience

The BIG Mistakes Made With Digital Marketing

by Tiffany Markarian

Digital 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.

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Tiffany MarkarianThe BIG Mistakes Made With Digital Marketing