Blog Articles

    Filter by tags
    See all
    Filter by months
    See all

    Get Existing Clients to Invite People to Your Events

    This Financial Advisor marketing strategy is not necessarily a marketing strategy, but a system (specific dialogue) to help you get more people to attend your event, seminar, workshop, tele-class, lecture, etc. If you’re a Financial Advisor that holds tele-classes, lectures, ...

    Read More

    Topics: expand your business presence, Marketing, marketing your events

    Maximize Results from Radio Ads

    This Financial Advisor marketing strategy focuses on radio advertising. Admittedly, this is one of the more expensive marketing initiatives, but if used correctly, you can generate more leads then you can handle.

    Read More

    Topics: marketing ideas for financial advisors, radio marketing, Marketing

    Five Ways to Sharpen Your Listening Skills

    Being a good listener helps in establishing rapport. Focusing your attention on making your client feel important and understood requires you to talk less and listen more. Clients do not need information overload; they just want you to use your knowledge to solve their problem, ...

    Read More

    Topics: How-To, increase your effectiveness, sharpen your listening skills

    Advisor Websites Partners with My New Financial Advisor

    My New Financial Advisor Partners with AdvisorWebsites.com to Enhance Advisor Web Development Efforts The Same Sophisticated Web-Design Tools used by National Advisor Firms

    Read More

    Topics: General

    Five Ways to Build a Referral Network with Centres of Influence

    Your centres of influence (COIs) are your more profitable sources of referral business. Lawyers, accountants, mortgage brokers and realtors are the top ones, and some advisors even use other advisors with a specialized niche. You need to be proud and confident that when you ...

    Read More

    Topics: client referral strategy for financial advisors, how advisor can generate referrals, Marketing