The Marketing Maven

Marketing expert Marie Swift shares some ideas for riding the retirement wave, appealing to allied professionals and building name recognition within specific communities of interest.

Marketing expert Marie Swift says events can be a great way to help enhance relationships with current clients, position yourself in front of qualified prospects, and build important mutually beneficial relationships with centers of influence.

This week, marketing expert Marie Swift examines some of the best ways financial advisors can get face time with their clients and qualified prospects.

Even in the digital age, nothing beats the “see the people” approach. This week, marketing expert Marie Swift shares two advisor success stories and how they are automating the referral process and supplementing their in-person communications with new media.

Marketing expert Marie Swift says financial advisors who publish articles and engage with the press increase their credibility and give clients and potential clients something to talk about.

Marketing expert Marie Swift says creating perceptions in the listener’s mind is an important marketing aspect for financial advisors. A good “elevator speech” is a succinct way to tell your story and distinguish you from others. It's also a way to qualify potential clients and to generate referrals, with an oft-overlooked bonus: confidence.

Marketing professionals are quick to suggest that the best way to find success as a financial advisor is niche marketing. Marketing expert Marie Swift delves into exactly what niche marketing is and why advisors should care.

Marketing expert Marie Swift says the end of the year is a perfect time to review everything in an advisor’s marketing toolkit. This week, she talks about the importance and value of the power bio and the core issues article.

Marketing expert Marie Swift says its time for bloggers, tweeps, LinkedIn and Facebook addicts to take a timeout and realize that while building a positive online presence is important, it’s also crucial for financial advisors to think about their overall business image.

Marketing expert Marie Swift says the “Marketing Ideas, Rapid Fire” session at the recent Garrett Planning Network annual retreat yielded a bunch of winning marketing ideas for financial advisors. Which ones can you or your firm implement right now?

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