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Summary: New research from global analytics firm Cerulli Associates looks at how advisors can identify their ideal target market and define a value proposition that is compelling to that audience.
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Summary: Affluent women are more “advisor oriented” than affluent men, according to the latest Global Wealth Monitor from Phoenix Marketing International, meaning they’re more likely to let their advisor make most or all of their financial decisions for them, or to consult with an advisor regularly but make the final call on their own.
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Summary: Yet for those who work in the independent planning channel, it wasn’t entirely surprising to hear President Obama laud low-cost planning pioneer Sheryl Garrett when he threw his support last year behind efforts to impose a government-mandated fiduciary standard on planners who work with retirement accounts.
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Summary: This is you in a world where you’re constantly proving yourself. There’s tremendous competition. If you want to get ahead and stay ahead you need to communicate your message clearly, effectively and persuasively. You need to get people to follow your call-to-action.
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Summary: There are lots of different marketing tactics you can use to promote your financial services firm—from social media, to direct mail, to your website, to seminars, and even radio. But what’s the best approach?
