HappyNew Year Photo by Crazy nana on Unsplash

5 Ways for Advisors to Reach New Clients Next Year

POSTED ON December 8, 2016 BY Bill Dillhoefer

IMAGE: Crazy Nana / Unsplash In his article in Financial Planning, Craig Faulkner describes 5 trending marketing strategies advisors should consider using to reach new clients next year. Here’s a short summary of these strategies that can help financial advisors to target clients that receive employer stock and option grants. Share your unique narrative of […]

Social Media Photo by Saulo Mohana on Unsplash

Advisors, are you using Social Media effectively to prospect online?

POSTED ON December 7, 2016 BY Bill Dillhoefer

IMAGE: Saulo Mohana / Unsplash In the past, advisors relied heavily on cold calls, door-knocking and referrals to meet new clients. While these are all still valuable prospecting tools, today’s advisors have the ability to reach out and connect with thousands of potential clients at the touch of a button using social media. BLOGGING Blogging […]