Just as investment portfolios are not a set-it-and-forget-it exercise, neither is a financial advisor’s marketing plan. There are several good reasons why advisors should set aside time each year to review their marketing plan.
Read MoreThere many critical decision points that advisors face when contemplating additional staff.
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A confluence of trends—social media, changing consumer expectations and COVID—is rewriting the marketing playbook, requiring financial advisors to rethink their strategies for new business development.
Read MoreA comprehensive niche marketing plan should consider everything from the relevance of an advisor’s Web site to the targeted niche to whether the office décor reflects a connection to the niche.
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The pace of economic and technological change is accelerating at the fastest pace in human...
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