Insights for Financial Advisors
Marketing Still Taking Too Much of Your Time? Here’s Why
Your marketing may be getting done without giving you much time back. Learn how separating advisor responsibilities from day-to-day marketing management can help you decide what should stay with you and what can move off your plate.
Stop Starting Over: Build a Repeatable Marketing System
If your marketing keeps falling off the list, trying harder probably isn’t the answer. The advisors who stay consistent build simple processes around planning, creating, and publishing content so they don’t have to reinvent the marketing wheel every other week.
Want More of the Right Clients? Get More Specific
Trying to appeal to every prospect who could potentially hire you may make it harder to attract the ones you want most. Learn how more specific positioning can help your firm stand out to right-fit clients.
Make Your Google Reviews Work Overtime
Collecting Google reviews is only half the job. Learn the three moves - replying, refreshing, and resurfacing - that turn a page of good reviews into something prospects see wherever they're looking for you.
How to Get Google Reviews from Your Clients, and Why It Works
Asking for Google reviews feels awkward for a lot of advisors, which is exactly why so few of them do it. Here’s a simple way to ask that works, and what to do once the reviews start coming in.
Verified or Invisible: Claiming Your Google Business Profile
Can people actually find your business on Google? If your Google Business Profile isn't verified, you might not show up at all. Here's how verification works (and why it's gotten trickier).
Does Your Homepage Pass the 10-Second Test?
Most advisor homepages spend their first impression on logos and a list of credentials. None of it answers the one question a prospect is really asking. Here's how to make your homepage speak to the right person right away.
A Healthy Email List Pays You Back, But It Doesn't Happen by Accident
Your email list is one of the few marketing assets you actually own, but ownership alone doesn't make it valuable. Without regular upkeep, it loses ground every month. Learn what a healthy email list looks like and the simple habits that keep it working.
Your Email List Is the Most Valuable Marketing Asset You Already Have
Your email list is full of people who already said yes to hearing from you, so why let it go quiet for months? Learn how a steady, simple email cadence helps advisors stay relevant, retain clients, and earn more referrals.
You're Not Bad at Social Media. You're Just Overthinking It.
Most financial advisors aren't bad at social media. They're just approaching it without a plan. Learn why a simple, repeatable process and a few posts a week are all it takes to stay visible without adding to your workload.