The Securities and Exchange Commission (SEC) has cracked down on five registered investment advisers. The SEC imposed fines on five entities for violating marketing rules in what would be the second wave of regulatory action in the space of a year. SEC fines investment advisors All five firms have held their hands up and agreed […]
Opinions expressed by Entrepreneur contributors are their own. You’ve done a lot to build your brand as a financial advisor. Your business is prominently displayed on bus benches, billboards and even at local little league sports games — but now, you could be missing the bigger opportunity. The internet isn’t just where people will find […]
Let’s talk about how to expand the reach of your niche marketing. Guess what? You don’t have to expand your niche! Hear me out. First, I want you to do an exercise. Close your eyes for 30 seconds and imagine a CEO. That’s it. Just imagine a CEO. Go ahead, I’ll wait here! Alright, you’re […]
Marketing experts urge new advisors to find an underserved niche and stick to it. The tighter focus leads to better results. X Advisors who pick a niche earn about 12% more on average than generalists, according to Michael Kitces of Kitces.com. Delivering targeted expertise can spur their business growth. If specializing in one type of […]
Let’s talk about how to expand the reach of your niche marketing. Guess what? You don’t have to expand your niche! Hear me out. First, I want you to do an exercise. Close your eyes for 30 seconds and imagine a CEO. That’s it. Just imagine a CEO. Go ahead, I’ll wait here! Alright, you’re […]
Financial advisors often miss opportunities to scale up because they focus on too large an audience. The ideal goal for… Financial advisors often miss opportunities to scale up because they focus on too large an audience. The ideal goal for many advisors is to build a practice that will continue to expand as their retirement […]
Financial advisors often miss opportunities to scale up because they focus on too large an audience. The ideal goal for many advisors is to build a practice that will continue to expand as their retirement approaches, but by failing to market to niche groups, they are actually limiting their firm’s growth potential. Since most advisors […]
The agents and advisors that we work with are setting sales appointments with 70% to 90% of the people they know, when they follow our simple marketing plan. Note: When you are working with people you know it is much easier to set a sales appointment, especially now with the COVID-19 virus. How You Will […]
What You Need to Know Establishing a niche is the way for financial advisors to stand out in a sea of sameness. A focused message will make you a center of influence in your niche, making it easier to build an audience. Making clear who you are and whom you serve will make it easier […]