With the rise of digital marketing, many business owners assume printed marketing materials and direct mail are a thing of the past. But while online marketing can be highly effective and cost-efficient when done well, this does not cancel out the advantages of well-executed print marketing. Custom-designed, printed collateral still ...

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How Financial Advisors Can Use Custom Printed Marketing Materials

Over the past year, workers have been quitting their jobs at historic rates. While you have probably noticed “now hiring” signs in retail stores and restaurants and the effect that worker shortages are having on the supply chain, service-business owners are suffering on a different level. It’s becoming more and ...

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Adding Talent Amid the “Great Resignation”

Building a successful independent financial advisor firm requires effective marketing. Every action you take to attract new prospects and gain new clients matters to your bottom line. But what worked yesterday may not work today, and what’s working now may not be the best approach tomorrow. Just like you have ...

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Seven Signs It’s Time to Pivot Your Marketing

When running and growing your own firm as an independent financial advisor, regularly communicating with your contacts is important. Building and maintaining relationships with your clients, prospects, centers of influence, and even your team requires a personal touch that is challenging to do at scale. This is where video messaging ...

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How Financial Advisors Can Use Quick Video Messages to Connect with Contacts

When you decided to strike out on your own as an independent financial advisor, chances are you were confident in your ability to both help clients grow and manage their wealth and to grow and manage your firm. Otherwise, you’d still be working for someone else. What you may not ...

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Is It Time to Outsource Your Marketing?

Back-to-school took on a whole new meaning this year, and just as families are starting to settle back into something resembling normal, we’re being greeted with friendly reminders that the holidays are fast approaching. Everyone has weathered a series of storms since the start of the pandemic, and more people ...

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Holiday Marketing Ideas for Financial Advisors