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This past weekend, I sat on a social media panel discussion for the NAPFA NorCal meeting with Cathy Curtis, CFP® of Curtis Financial Planning, Chuck Rylant, CFP® of C.J. Rylant Wealth Management, and Leslie Banks, Director of Marketing for...
A few weeks ago I was speaking with an advisor about the types of marketing his firm does. He listed several standard marketing campaigns. He then went on to tell me that his main marketing strategy is to help others first with their needs and...
Anytime I explain to people what I do, there is some confusion. No, I’m not a financial planner. I help financial planners market their businesses. To those who are not in the world of financial services or marketing, this can sometimes be a...
With only two months left in 2009, time is running out to get in your last minute marketing campaigns. It is important to realize that marketing in November and December is a different beast than the rest of the year. If you are like many advisory...
More and more advisors I talk to are seeing the value of Facebook as a marketing tool. Even if Facebook doesn’t lead to immediate new business, it is a way to maintain existing relationships quickly and easily. To stay in contact in the past, you...
This lady has got it together. She knows her target market and is addressing their issues and concerns. I find the information extremely useful and have incorporated several of her ideas and suggestions into my practice.
