5 Ways for Advisors to Reach New Clients Next Year

IMAGE: Crazy Nana / Unsplash In his article in Financial Planning, Craig Faulkner describes 5 trending marketing strategies advisors should consider using to reach new clients next year. Here's a short summary of these strategies that can help financial advisors to target clients that receive employer stock and option grants. Share your unique narrative of how and why you got into the business and why you specialize in equity compensation guidance.  This is more compelling than listing your degrees and...

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Advisors, are you using Social Media effectively to prospect online?

IMAGE: Saulo Mohana / Unsplash In the past, advisors relied heavily on cold calls, door-knocking and referrals to meet new clients. While these are all still valuable prospecting tools, today’s advisors have the ability to reach out and connect with thousands of potential clients at the touch of a button using social media. BLOGGING Blogging allows advisors the opportunity to transform their knowledge and passion into dynamic content that simultaneously engages existing clients, while subtly spreading their message to new...

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