The Marketing Solution


A marketing blog specifically for independent advisors and financial advisory firms.

With advances in technology and the growth of online video meeting platforms, the way businesses share information and educate clients has changed. That’s exactly why webinars have become so popular.Webinars come in a variety of formats. Depending on your audience and your strengths and weaknesses, not every format will be a fit. While some financial ….

Webinar Marketing for Financial Advisors: Which Format is Right for You?

When expanding your online presence as a financial advisor, you have to take into consideration your long-term strategy to determine which avenue is best. Two popular options to connect with new audiences are podcasts and video content. Both have their benefits and drawbacks, so carefully consider each one before you decide.Here’s what financial advisors need ….

How Financial Advisors Can Market with Videos and Podcasts

As an individual financial advisor, you may have wondered if you really need a presence on social media platforms. The short answer is “yes.”There are countless reasons why having a social media presence is a good idea for your business, from being more accessible to your clients to establishing credibility. However, the problem that many ….

Which Social Media Platform Is Right for My Brand?

December 8, 2020

How to Gather Client Feedback

July 2, 2020

Proper Email Etiquette

May 28, 2020

How to Build Your Email List

March 24, 2020

LinkedIn Tips and Checklists