1.) Using Generic Stock Photos, When You Should Be Using Real Pictures
Advisors know that using images is great for inbound marketing, so they find the typical stock photo of pretty people, smiling and meeting over a board room table. However this image does not help the prospect get to know you or your firm. Instead show pictures of your office with real people that work at your firm. Images are helpful if they clarify something for visitors; in this case the stock photo isn’t helping your prospect get to know you better- so why use it?..Read More »
1.) Networking opportunities with centers of influence such as CPA’s and Attorneys
2.) Attracting clients in their niche by creating content that addresses their issues and positions themselves as experts in the space..Read More »
Years ago it was possible to sign clients with one meeting. Today, due to market volatility and a general decrease in trust, a prospective client needs to hear about you, visit your website, and be convinced that you are the right advisor for them over a period of time. The key to attracting HNW clients is making them understand you are an expert on understanding and solving their issues by communicating to them in a consistent and educational way. We will tackle the topics you should address in this post and how to get your message out in the next few posts.
The top 4 issues that HNW investors face based on industry research and interviews I have done with HNW investors and the advisors that serve them are:..Read More »
The importance of a logo design cannot be overstated. A logo is really the first core message and identity that an advisor provides to the world. Follow these simple rules to make sure your logo makes a great first impression...Read More »
Earlier this week I presented on "Marketing to Build your Pipeline" at the NAAIM conference in Atlanta, where I shared how important it is to really know your target client. Here are some questions that you should be able to answer about your client in order to create content they will really respond to...Read More »
Accountants and estate attorneys can be excellent referral sources for your firm, but that means every advisor in your area looking for an opportunity here, too. Take a pinpoint approach. In general, the better you understand the people you want to work with, the more success you’re likely to have...Read More »
All advisors love it when clients recommend them to family and friends. And by this point, most of you know that referrals are the most reliable sources of new business. Either way, this aspect of the advisory business is so important that a refresher course is always welcome. Remember, the goal here is never to create homework for your clients or yourself, for that matter. You’re not demanding “referrals.” What you want is to be the person your clients recommend...Read More »
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