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The 7 Faces of Financial Advisor Marketing

Advisors are marketers – if not by choice, by necessity. To be successful in this business, professional advisors need to create opportunities to: Advance their careers Earn a great income Enjoy the privileges of being self-employed Over the years there have been many...

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Financial Advisor Marketing on a Budget

Most advisors I’ve met struggle with marketing. We’re at a particularly tumultuous time on the financial services industry. There are incredible demands being placed on advisors including compliance, fee transparency, more solutions than ever, constantly changing tax...

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Your Financial Brand Style Guide:

What it is, Why it’s needed and How to do it. WHAT IS A FINANCIAL BRAND STYLE GUIDE? Your brand style guide is set of prescribed rules to follow whenever anything about you or your firm is created to ensure your audience sees and hears about you and your firm in a...

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The Seven Evolutionary Stages of Marketing

Marketing Stages As we loop back in history, we can see that the way we “market” our products and services has changed drastically. We’ve gone from very limited supply of goods to a point where just about everything is a commodity. Progress is impossible with our...

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4 Ways Your Advisor Brand Impacts ROI

Advisor Brand ROI Most financial advisory firms understand the potential value of a powerful brand.  One challenge I often see though is the problem they face in understanding and positioning Brand ROI within their firms. Unfortunately, most advisory firms are...

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The 4-Step Advisor Marketing Blueprint

Financial Advisory firms can use a formula to move prospects along the sales path: from suspect to lead to client.   This isn’t a magic bullet but it is straightforward and simple.  It takes discipline and dedication but once the formula is engrained, the rewards can...

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Advisor Marketing Plan Template

Your Advisor Marketing Plan Template If this year is all about focus and results, then a marketing plan is a must. Having worked with financial advisors for over 16 years now, I know just how compelling a written advisor marketing plan can be. Sure, everyone has an...

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Professional Advisor Websites: It’s now or….

ADVISOR WEBSITE MARKETING: Good News for RIAs & IARs Independent financial firms are quickly gaining momentum on large financial firms in their ability to leverage the advisor website marketing. Back in 2008, the Securities Industry Association published research...

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Advisor Marketing Ideas – Build Brand Depth

Advisor Marketing Ideas: Separating the winners from the, well, not-winners.  I just wanted to share what several people told me was an Aha-Moment while attending the RIA Summit, sponsored by Business Development Partners. My role at the summit was to meet with...

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Trust, the #1 Advisor Marketing Strategy

Trust, the Best Financial Advisor Marketing Strategy “Trust”, there’s no word I’ve heard offered more when I ask advisors and RIAs what separates them from their competition. It’s such a predictable response I’ve been thinking of changing my business model to, “If I...

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The Difference Between Branding and Marketing

Over the last 16 years working with financial advisory firms, one question I find myself answering often is the difference between Branding and Marketing.  It’s an important education process towards having the right marketing mindset, the right strategy and an...

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Website Security for Financial Advisors

There’s nothing sexy about website security. It isn’t fun, nothing about it makes you more interesting to your clients, and you aren’t likely to be published in any trade journals for doing it right. However, if you don’t follow some basic steps, the likelihood of...

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Client Appreciation Train Wrecks

… and how this applies to your much smaller financial practice. Last week, I received a LinkedIn notification that a connection had shared a popular tweet about a financial giant launching a “Client Appreciation” video while attending a financial industry conference –...

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Financial Advisor Website Makeover VIDEO

30+ Ideas to Enhance Your Financial Advisor Website My article, “10 Reasons Your Financial Advisor Website Needs a Makeover” was well read on KirkLowe.com and on my LinkedIn profile. I followed up that article with FIVE solution driven articles tackling all...

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Non-Responsive Advisor Websites Get Downgraded

Is your advisor website responsive? If not, you are suffering from poorer search engine ranking. The design of responsive advisor website is an increasingly common technique used to create a better browsing experience no matter what device a viewer uses. Responsive...

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Advisor Branding Tips: 30 Ways To Be Different

Financial Advisor Branding Tips Most financial advisors and firms aspire to be seen as different and/or better than their peers. While we don’t often see unique approaches to marketing in this industry, done well it can have a powerful impact on successfully marketing...

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Advisor Marketing: 6 Marketing Event Truisms

Six Thoughts on Advisor Marketing Events Running prospecting events to grow your advisory practice can be a bit of a double-edged sword. On the one hand, they can be a powerful addition to any client acquisition strategy. On the other hand they have the potential of...

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19 Marketing Tactics to Expand Your Practice

Before I get too far into this post, it’s important to note that, although this post is about advisor marketing tactics, it’s essential that your marketing “tactics” feed your marketing “strategies”. Your strategies are how you want to achieve your goals – your...

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9 Tips To Selecting Best Financial Marketing Firm

Your Search for the Best Financial Marketing Team Begins Here When it comes to marketing your financial advisor business, one of the most important decisions you will make is selecting the right marketing partner(s). – the best financial marketing team. It is a...

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10 Advisor Website Makeover Tips (Part 5)

PART 5 OF 5 This is the final post on advisor (financial) websites makeover tips series. In this post we’ll outline the challenges and solutions for our advisor website makeover series: Mobile Readiness and Creativity. Fee free to click back to previous articles as...

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10 Advisor Website Makeover Tips (Part 4)

PART 4 OF 5 Let us help you with your financial website makeover. In Part 4 of our 5 part series we’ll uncover solutions for getting your financial brand and financial website noticed and how you can leverage visual design to make a memorable impact. Feel free to...

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10 Advisor Website Makeover Tips (Part 3)

PART 3 OF 5 Financial Advisor Websites – Makeover Tips In Part 3 of our 5 part series we’ll deal with overcoming the challenges of helping you position your brand on your website as well as helping your website visitors take action (download content) on your website....

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10 Advisor Website Makeover Tips (Part 2)

PART 2 OF 5 Welcome to Part 2 of our 5 part series on Advisor Website Makeover Solutions. This post tackles the challenge and solution of having a believable advisor website; one with a clear purpose and depth. Last week we took a look at the challenges and...

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10 Advisor Website Makeover Tips (Part 1)

Last week I published an article that generally criticized financial advisor (and RIA, BD and IMO) websites. I took it down and replaced with this 5-part series. I even went to far as to claim most were useless. In the true sense of the word useless, I stand by that....

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10 Reasons Most Advisor Websites Are Useless

Whether you are an advisor or an RIA, if your website doesn’t have a clear and compelling purpose for your business, you are likely wasting your time and your money. That may frustrate the heck out of you because you’ve relied on a professional service to either...

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