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Summary: Not too long ago, I was on the phone with a prospect of mine who owns a financial advisory and wealth management firm in the southern part of the United States. He actually became a lead thanks to my own content marketing efforts – he read an article I wrote in a well-known online publication targeting financial advisors and, a short time later, he scheduled a strat call via a Calendly link in the upper-right hand corner of the homepage of our site.
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Summary: In my 10 years generating predictable leads for independent financial advisory firms, I’ve seen a lot of marketing techniques evolve enormously over that time. One of the biggest ones is also, in a lot of ways, the one that people still don’t understand – email marketing for financial advisors.
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Summary: For years, independent financial advisors (particularly those who offered holistic and comprehensive financial planning services) had a relatively easy time differentiating themselves from the vast majority of others in the industry by emphasizing the breadth and depth of their financial planning services (as contrasted with competitors that were still primarily in the investment or insurance product distribution business).
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Summary: Amid all of the trappings of running a business, how do I find time to innovate? What if I'm just not the creative type?
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Summary: I started out as a commission-based salesperson at a national financial services firm. It was the best bad thing that ever happened to me. (I'll explain why in a moment.)
