Month: December 2016

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 […]

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 […]