Knowledge and Insight > Manage Your Practice

Don't Waste Time on Unfocused Marketing

Tom Coyle | Financial Advisor IQ, February 2014

Summary: Marketing is a necessity for financial advisors, no matter how big your brand is or how much you manage, according to Beverly Flaxington, a practice-management coach in Medfield, Mass. The reason? “Because everybody Googles,” says Flaxington. “Before anyone calls you, they do a search, and if you’re an advisor who’s not getting found in Google searches, if you don’t have a functional and updated website, if you’re not seen online being quoted in articles, then people will wonder what’s wrong with you.”

Social media, search engine optimization and smart press relations can help make you Google-friendly, but that’s just the first step. Once prospects find you, they have to immediately see clarity on branding and the message you want to put across.”