Sales and Marketing

Almost 30% of households with more than $5 million to invest are using four or more advisors.

You may be overlooking one of the best PR strategies an advisor could employ.

Financial advisors are constantly on the lookout for new and more engaging and effective ways to market their services to prospective clients. Here’s a compilation of all the latest and most effective marketing tips, techniques and first-hand accounts you and your firm will need to raise your profile and increase your assets under management.

What is the difference between elite practices and other firms? One hint: Seminars are not what they used to be. Here’s an interactive slideshow detailing seven marketing tips that will boost your firm’s profile and assets under management.

Sometimes it's the little things that make all the difference. If you’re like most financial advisors, you are ultra-busy serving your clients and generating new business. But have you handled the marketing fundamentals? Columnist and marketing expert Marie Swift delves into two marketing fundamentals that should not be ignored: the power bio and the prospect profile. Ignore them and suffer the consequences.

Among financial planners’ greatest concerns in this turbulent environment is retaining valued clients. In this high-tech era, marketing expert Marie Swift says planners should balance high-tech communications with truly “high-touch” communications.

Marketing expert Marie Swift details a strategy that works for financial advisors and allied professionals who are interested in serving families with significant wealth. And while this strategy works especially well for that demographic, the truly high-net-worth crowd, there are also applications for advisors who serve the middle-market millionaire and mass affluent.

Calculating the worth of your practice requires placing a value on different types of capital.

Professional marketers and smart advisors always tackle the “The 3 M’s” of marketing before they do any serious outreach. The 3 M’s are the foundational elements of all good marketing. However, according to marketing expert Marie Swift, it’s a very common error for many entrepreneurs and small business people to start with the wrong “M.” The problem with that is, it rarely, if ever works.

Using a LifeBio Event can help financial advisors strengthen client bonds and connect with their heirs. Here is how one advisor created a “Norman Rockwell” experience for his very best clients and their special guests. It’s a smart way to build bridges and engage the next generation while positioning yourself as the advisor of choice. You can do it too.