The Truth About Marketing ROI for Advisors

Marketing is often critiqued or questioned about its ROI. But to be honest, it can be very difficult to measure the TRUE effect of marketing.  In the past, advisors got consistent results with marketing initiatives like seminars, running ads, or launching referral...

4 Reasons Your Podcast Doesn’t Need iTunes Syndication

Podcasts offer an incredible medium for consumers (i.e. investors) to develop relationships with potential advisors.  Remember, sourcing a new financial advisor is a massive decision for consumers to make. In the same vein, podcasts provide advisors the opportunity...

Podcasting Stats Every Advisor Should Know

Podcasting is an engaging medium and the recent advancements in podcast analytics are confirming what many have thought —it’ll be a cornerstone tactic in any relevant marketing strategy for advisors and fincos for many years to come.  Here are some of the most...

5 Steps to Creating A Powerful Value Proposition

Businesses that fail to quickly and clearly articulate their uniqueness and value have failed at the most simple and critical business requirements—defining why you. This would appear to be the simplest of tasks, but it’s not. And for many financial advisors, it’s...

Leveraging COI Relationships Through Podcasting

The title of this article may sound like a recipe for exploitation, but that couldn’t be further from the truth. People enjoy helping others. Your clients and centers of influence (COIs) take pleasure in helping you and they also get satisfaction from helping others...