877.260.5710

WE HELP INDEPENDENT FINANCIAL ADVISORS & SMALL RIAs.

 

We help/work with advisors/firms who:

 

  • Have the ability, and more importantly, the motivation, to develop their compelling story about their niche expertise and their ideal audience.
  • Want to be leaders in their respective specialty and market.
  • Want to develop simple marketing that focuses on building momentum, inspiring ideal referrals (quality) versus lead advertising campaigns (quantity).
  • Have very good practices and networks they can build on.
  • Are open to listening to professionals; advisors who don’t want to micro-manage marketing success.
  • Have reasonable marketing budgets. $1MM+ in Gross Revenue who invest at least 5%+ in marketing every year. Some exceptions.
Heller Wealth Management
Biond Financial
Bennett Financial
Dollar Investment Club
Selectpath Financial Services
Leahy Wealth Management
Wheeler Accountants
Pinnacle Financial
US Advisors Financial Group
Tamar Fink
Millington Securities
Rubix Cloud
BlueChip Public Relations
J W Korth
Blauch and Associates
Harwood Financial Group
Wealth Design
SCF Securities
BetterWealth
ClearLogic Financial
TFO Phoenix
The Annuity Store
WBI Investments
Searcy Financial
Fifty Wealth

PODCAST: Marketing for Top Advisors

We regularly quip about branding and marketing for financial advisors. Kirk Lowe, Matt Halloran and Ray Gauthier share their unique perspectives, strategies and experiences working with financial advisors for over 20 years. We also hand pick experienced financial marketing and technology guests to help advisors simplify their marketing mindsets and strategies to achieve better results.

DEATH BY REFERRALS
Whitepaper

Explore a simple, sustainable marketing mindset that will help you attract more ideal referrals.
"The most important paper I've written in my 17 years in financial marketing. How advisors are killing their practices by not investing in the right referral mindset." - Kirk Lowe

THE FUTURE OF REFERRALS
Whitepaper

Referrals are still the cornerstone for building AUM as a financial advisor but the “old ways” just don’t work anymore.

This whitepaper outlines how and why things have changed when it comes to getting good quality referrals, and what to do about it.

Take Control. Get M. Start at AdvisorU.

For many years now, we're been creating and sharing marketing resources for financial advisors. A few years back, we created Financial Marketing University and before long, and without much promotion, it grew to 300 members in a month. We've decided to rename FMU to AdvisorU and make it available for free right here at Top Advisor Marketing dot com. There are 150+ papers, videos, courses, practice mgmt audio-snippets, exercises for developing your top advisor brand, developing effective websites, implementing sound social media, starting your own financial podcast and more. Get marketing...Get M. Oh, and there's no charge to access.