The Marketing Solution


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

Podcasts can be a rich source of information for everything from DIY projects to motivational coaching and discussions of cult favorites to daily world news. There are so many out there, and it can be hard to narrow down which are worth your time. That’s why I’ve curated a list of top-rated podcasts, as well ….

You’ve probably heard of the “know, like, trust” factor when it comes to building your business as a financial advisor, but you might wonder if there is a need to put it to work for you at scale. After all, as a financial advisor, chances are you are a generally likable person, and your personality ….

Email marketing has been around for decades, but it’s far from dead. Not only is it still going strong, but it is more effective than ever. As technology continues to advance, email -marketing strategies can become more personalized and effective.Marketing automation is the key to this progress. My series The Financial Advisor’s Guide to Email Marketing ….

July 2, 2020

June 17, 2020

June 4, 2020

May 28, 2020