Why Financial Advisor Marketing Matters More in a Market Downturn
Thinking about cutting your marketing budget as economic uncertainty looms? Here’s why financial advisor marketing matters just as much—if not more—in a market downturn.
Thinking about cutting your marketing budget as economic uncertainty looms? Here’s why financial advisor marketing matters just as much—if not more—in a market downturn.
These free content marketing tools can help independent financial advisors initiate a digital marketing strategy without breaking the bank.
If you’re a committed do-it-yourselfer, here’s a five-step process you can follow to come up with new topics for your financial planning blog whenever you need them.
2. What’s my brand promise? What can you offer your clients that makes you and your brand worthy of their attention? And does your marketing material—and most importantly, your website—reflect this promise? If your brand promise isn’t clear to you, it definitely won’t be clear to your website visitors. They’re likely to head elsewhere if …
Lauren took the initiative to lay out an ongoing marketing and communications plan for me and has kept me on track towards my goals for over a year now. I no longer worry that I’m not doing enough marketing or that I’m not communicating enough with my clients. Her background in financial services is a huge plus as she understands the RIA industry very well. Adding Lauren to my team has been a very smart decision for me, and I’m looking forward to many years of this partnership.
Cathy Curtis, CFP® Founder, Curtis Financial Planning