Archives for financial advisor

Facebook Advertising 101 for Financial Advisors

Only business pages can advertise. The first thing to know about Facebook is that a business page is different from a personal page, and only a business page can run an ad. Here is a sample business page: Just like with any advertising platform, an established brand or big-box retailer has an easier time conveying an advertising message that people will respond to. After all, they have already spent years and millions of dollars on advertising to build their brand up, so they’ve already carved out a “share of mind” among consumers. But that doesn’t mean the financial advisor should
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Categories: Blog Posts.

4 New Year’s Resolutions for the Financial Advisor

2017 is upon us, and it’s a good time to commit to achieving some milestones in terms of your own firm’s practice management. Because we’ve worked with financial advisors and entrepreneurs for over 30 years, we’ve seen what can truly move the needle and make a positive impact for you.* Here are four ideas for your consideration: Delegate more. If you are a solo practitioner who “never has enough time” to take any weekends or evenings off, do any big-picture analysis for your business, or prospect for clients who might be a better fit, consider hiring the right administrative staff
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Categories: Blog Posts.