One of an advisor's most important roles is marketing manager.
Here are three common obstacles to branding.
Many advisors are frustrated because they can't attract the right type of prospects. What are they doing wrong?
How would you describe yourself? Whatever your personal traits are, they’re the main reason clients deal with you.
A website is one of the most important tools you can have. You may use social media or printed materials, but they should lead your audience back to your website. So, it needs to look professional.
Advisors often struggle with the ability to effectively communicate their uniqueness and to attract more of the right clients.
We’ve helped many advisors with coaching and brand strategies and when we first meet a client, we often hear them say “Why are we the best kept secret?”
(July 2008) Promotional items are smart investments that can benefit your business in many ways, especially if you give them to clients. Here are some tips on how to select good, affordable gifts. 1. Choose the right promotional company. When searching for the right promotional company, definitely ask your colleagues, friends and family about companies […]