April 12, 2023
LinkedIn for Financial Advisors: A Social Media Marketing How-To Guide
LinkedIn boasts 303 million monthly active users, many of whom are high-earning professionals who could definitely benefit from financial planning and wealth management services. It’s also one of the more low-effort platforms from a social media marketing standpoint. Those two factors make Linked in one of the best places for financial advisors to start their […]
April 5, 2023
Facebook for Financial Advisors: A Social Media Marketing How-To Guide
With 70% of U.S. adults using Facebook, a platform is an essential tool for financial advisors looking to reach new potential clients. If you’re just starting to build a social media strategy, this is a great platform to start with because you don’t have to post as frequently as you do on Twitter and you […]
February 15, 2023
How Financial Advisors Can Use Atomic Habits to Build Trust with Clients
In James Clear’s Atomic Habits: Tiny Changes, Remarkable Results, he lays out the science of how humans form habits. It’s a great guide on how to break bad habits and replace them with better ones, but one of the concepts that struck me most was the power of habit. Once something becomes a habit, it’s […]
January 18, 2023
How Financial Advisors Get New Clients, According to the Data
A quick google search will deliver dozens of tips and strategies for how financial advisors get new clients but which ones are actually worth the time and money you need to invest? Conventional wisdom in the industry says that networking and client referrals are the most important, but generating new clients out of either is […]
December 21, 2022
How to Get the Most Out of Facebook Ads for Financial Advisors
In 2020, organic reach for Facebook posts sunk to a new low of 5.2% but Facebook ad reach soared to over 34% of the global population. In the United States, Facebook ads reach over 63% of users over the age of 13. While an organic social media marketing strategy is still valuable, it definitely takes […]
December 7, 2022
8 Easy Social Media Post Ideas for Financial Advisors
The hardest part of a social media strategy is actually filling your posting schedule with enough content to hit your marketing goals. What do you say? How do you say it? How do you come up with enough fresh ideas to keep your social media updated day after day? To make that process a little […]
July 4, 2022
Monday Comics
Making your day a little bit brighter through comics.
August 13, 2020
What’s Changed for Financial Advisors amid the Covid 19 Crisis?
As markets reel in response to the recent pandemic, the financial advisory industry faces a host of uncertainties. Clients are seeking advice and reassurance, while advisors have their own worries and investment challenges. As well as finding new ways to deal with clients, advisors have had to navigate administrative issues and furlough or even make […]
July 8, 2020
5 Ways to Future-Proof your Financial Advisory Practice
Advisors have been thrown in at the deep end when it comes to technology so here's how to future proof your advisory business and boost productivity
