Amy in Kitces.com: Building a Systematized Marketing Strategy for Your Practice
Just like in investment management, the golden rule with marketing is Diversification. In this article, published in Kitces.com, we discuss the marketing “asset classes” you should be investing in using the WAVE method, and the “sub asset classes” within those to get you to your long-term growth goals. Learn why we are a top financial advisor branding firm and one of the top branding firms in the nation for financial organizations. Just ask us for samples!
Benefits of an Outsourced Chief Marketing Officer for RIAs
Select Advisors Institute offers comprehensive marketing solutions tailored specifically for financial advisors. With expertise in digital marketing, their services include email marketing, social media management, website design, search engine optimization, and advertising. These strategies aim to increase visibility, generate leads, and drive revenue for financial advisors. The agency also specializes in seminar marketing, strategies for registered investment advisors (RIA), and marketing plans. Select Advisors Institute's personalized approach ensures that each client's unique needs are met, helping them stand out in the competitive landscape of the financial advisory industry. By outsourcing marketing to the agency, financial advisors can save valuable time and benefit from the agency's industry knowledge and specialized resources. The article emphasizes the benefits of working with an investor-specific CMO, such as avoiding the costs and challenges of hiring an in-house marketing team. Overall, Select Advisors Institute offers a range of services and expertise to help financial advisors succeed in their marketing efforts.
The Best Social Media Strategy for Financial Planners and Financial Advisors
More than half of the world currently uses social media (62.3%). 5.04 billion people around the world now use social media, with 266 million new users coming online within the last year.What’s more: The average daily time spent using social media is 2h 23m! So how can financial advisors and financial planners maximize their social media marketing strategy so they can better engage with their clients and find new prospects? This article goes into some strategies and methods!
Cash Solicitation and Testimonial Rules for Investment Advisor Marketing Strategies
As an outsourced Chief Marketing Officer to wealth managers across the nation, it is imperative for us to know all the ins and outs of marketing compliance rules for wealth managers. Our video interview discussing cash solicitation and solicitation rules coming out of the SEC, with RIA lawyer Chris Stanley. Learn about marketing compliance for wealth management firms as you look to create content strategy and material for your wealth management firm.
Marketing agency for wealth managers and financial advisors
In a fiercely competitive industry, financial advisors must prioritize effective marketing to attract clients and drive business growth. Crafting a well-structured marketing plan, leveraging the power of digital marketing and social media, collaborating with specialized marketing agencies, and providing valuable content through content marketing are key strategies to achieve success. By adopting innovative tactics and utilizing marketing automation, financial advisors can differentiate themselves, build credibility, and establish strong client relationships.
The Importance of Branding for Financial Advisors
Branding Insight for financial advisors. In this video we discuss why branding is one of the most crucial steps a financial advisory practice can take to establish emotional connection and identity with its ideal prospect. If you don't believe it is important for your practice, listen further to hear our insight.
47% of your clients are waiting til you ask them for a referral
This interesting research paper from 2014 captures major insight into the behaviors and circumstances that would trigger wealthy clients to refer friends and colleagues to their wealth manager.
Use Gamification with Your Clients and Team for More Growth
Gamification is a powerful tool that can enhance performance and growth in finance, law, and accounting. By applying game mechanics to non-game contexts, it drives engagement and motivation. This article highlights the benefits of gamification and offers five strategies for financial and legal professionals to implement. These strategies include referral contests, financial education quizzes, thought leadership contests, and more. Gamification can increase engagement, improve knowledge retention, foster collaboration, provide real-time feedback, and support continuous learning and development. By embracing gamification, professionals can create an exciting and dynamic workplace culture while empowering their teams to succeed.
SEC Marketing Rule, Rule 206(4)-1 of the Advisers Act
Advisors are starting to be modernized to the 2020’s by the SEC! In this video interview with attorney Chris Stanely, we learn more about the details of the new adopted amendments to Rule 206(4)-1 under the Investment Advisers Act of 1940 (the Advisers Act) to modernize the regulation of investment adviser advertising and solicitation practices. More importantly, we discuss how to maximize these updates for your practice’s marketing efforts!
The Good the Bad and the Ugly of the Super Rich UHNW
Sports Sponsorships for Financial Businesses: What Are the Key Considerations?
Advisory firms are always seeking ways to expand their brand recognition. One avenue that deserves series consideration is Sports Sponsorships and Marketing. This article discusses how sports sponsorships can help you reach a major new category of eyeballs, but is it always worth it? Let’s find out!
