The Social Media Handbook for Financial Advisors
The Social Media Handbook for Financial Advisors

Author: Matthew Halloran

Publisher: John Wiley & Sons

Published: 2012-06-28

Total Pages: 304

ISBN-13: 1118240863

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Expert advice for financial advisors looking to make the most of social media platforms Social media is everywhere. 3.5 billion pieces of content are shared on Facebook each week, 22 million professionals are networking on LinkedIn, and 140 million tweets are posted every day. The opportunities these platforms present for financial advisors are huge, but most advisors have no idea how to use them to build bigger, stronger client bases. The Social Media Handbook for Financial Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and Grow Your Business shows how to make the most of these new tools, offering invaluable advice about how to connect with potential clients in the twenty first century. For most advisors, converting prospects into clients is their top priority, and social media presents incredible opportunities for sealing the deal. Sales don't happen because clients are impressed by complicated charts, they happen because they're impressed by your social media presence, and by properly understanding how to make these new platforms work for you, you'll be positioned to see your business boom. Designed to teach financial advisors how to use social media to better market their services to attract new clients and referrals Presents expert communication advice from top financial advisor coach Matthew Halloran Categorizes communicators in a unique new way Teaches financial advisors how to use social media in new, highly effective ways that they've never even considered An essential resource for wealth managers and financial advisors looking to amplify their marketing message and raise their visibility in a crowded marketplace, The Social Media Handbook for Financial Advisors is the only book you need to make yourself heard.

The Marketing Guide For Financial Advisors
The Marketing Guide For Financial Advisors

Author: Claire Akin

Publisher:

Published: 2019-11-06

Total Pages: 160

ISBN-13: 9781705950395

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The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world. Learn what no one wants you to know about marketing, how to avoid wasting money on your marketing, and the secret to unlocking your marketing potential, including: Why digital marketing is so challenging in financial services How to create a website that converts Email marketing strategies for financial advisors Using social media to get in front of your ideal prospects Search engine optimization to get more traffic to your website Content strategy to start the conversation Embracing a specialty to command higher fees Using webinars to warm up prospects In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine. About the Author Claire Akin, MBA grew up in the financial services industry working with her father, an independent financial advisor of over 35 years. She holds a bachelor's degree in economics and a master's of business administration. Claire founded Indigo Marketing Agency to help independent financial advisors reach more of their ideal clients. It's her mission to help financial advisors grow their firms through digital marketing.

The Financial Services Marketing Handbook
The Financial Services Marketing Handbook

Author: Evelyn Ehrlich

Publisher: John Wiley & Sons

Published: 2012-02-08

Total Pages: 214

ISBN-13: 111823636X

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The roadmap to success for financial professionals using real-world examples, practical how-to's, and a structured approach to marketing strategy and tactics that covers the basics for beginners and inspires new ideas for marketing pros The Financial Marketing Services Handbook, Second Edition gives sales and marketing practitioners the practical tools and best practices they need both to improve their job performance and their retail and institutional marketing strategies. The FSM Handbook guides marketing and sales professionals working in an industry characterized by cut-throat competition, client mistrust, transformative technologies, and ever-changing regulation, to understand the practical steps they must take to turn these threats into opportunities. Providing invaluable information on how to target, win, and retain profitable customers, the book presents an overview of the basic marketing functions—segmentation, positioning, brand building, situational analyses, and tactical planning—as they relate specifically to the financial services industry. With up-to-date case studies, showing what has worked and, more tellingly, what hasn't, the book demonstrates how to effectively utilize the marketer's toolbox—from advertising and public relations to social media and mobile marketing. Discusses how social media (Twitter, Facebook, blogs, review sites) impact branding and sales Packed with new information on landing pages, email success factors, and smartphone apps Demonstrates how behavioral economics affect marketing strategy Case studies and charts are fully revised and updated The financial industry is under intense pressure to improve profits, retain high-value clients, and maintain brand equity without straining budgets. The first edition has become an industry-standard reference book and The Financial Services Marketing Handbook, Second Edition gives sales and marketing professionals even more of the information they need to stretch value from each marketing dollar.

Guerrilla Marketing for Financial Advisors
Guerrilla Marketing for Financial Advisors

Author: Jay Conrad Levinson

Publisher: Trafford Publishing

Published: 2003

Total Pages: 296

ISBN-13: 1412003997

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Through the eyes of two Guerrilla Marketers, this book shows you Guerrilla Marketing ideas to help you build your business and make more as a financial advisor than you ever thought possible. Jay Conrad Levinson, author of the highly successful Guerrilla Marketing series of books has teamed up with financial advisor consultant and coach Grant W. Hicks, CIM, FCSI , to uncover all aspects of marketing for financial advisors. This work is a collection of fourteen years of researching and testing the best ideas for financial advisors. Grant's educational website www.financialadvisormarketing.com has additional resources to help any advisor at any level become more successful. This easy to read book will be an abundance of resources advisors need to dramatically change and grow their business. Inside you will find nine chapters including samples and templates to help build your business. The following is a chapter summary that will take the reader through forty business and marketing ideas, principles and examples that have been used successfully and step by step on how to apply them to your business. 1. Build a Better Business and Marketing Plan 2. Getting New Clients from Outside Sources 3. Getting New Clients from Internal Marketing 4. Welcoming New Clients 5. Wowing Clients 6. Mastering Service for All Clients 7. Taking Your Business to the Next Level 8. Marketing Principles for Financial Advisors 9. Guerrilla Marketing Tools and Marketing Action Plan Worksheets If you want to be a successful advisor in your market and improve your client service levels, then Guerilla Marketing For Financial Advisors is your marketing blueprint. It is time for advisors to take action.

The Marketing Handbook for Financial Advisors
The Marketing Handbook for Financial Advisors

Author: Jeremy Jackson

Publisher: Createspace Independent Publishing Platform

Published: 2017-08-16

Total Pages: 114

ISBN-13: 9781973947394

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The first edition of The Marketing Handbook for Financial Advisors was released in 2014 and has been read and well received by thousands of financial advisors. This new edition has been revised to include updated information on some of the technology offered to financial advisors as well as an expanded section on how to operationalize LinkedIn on an ongoing basis. The Marketing Handbook for Financial Advisors is the first book of its kind. Written by an industry leader in financial services marketing, this actionable handbook cuts through the fluff to help financial advisors truly learn how to market their practices better. The book isn't meant to be an academic exploration of marketing in the industry -- it's a to-the-point explanation of how financial advisors can be smarter marketers written by a marketing professional who has worked with thousands of financial advisors.

The Pocket Guide to Sales for Financial Advisors
The Pocket Guide to Sales for Financial Advisors

Author: Beverly D. Flaxington

Publisher: Ata Press

Published: 2014-10

Total Pages: 174

ISBN-13: 9780983762089

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Selling is as old as civilization itself. Put in the simplest of terms, selling is the exchange of goods and services for something of value. To financial advisors, however, the sale is often seen in a negative light, and many cringe at the word "sell." Interestingly, the same advisors who shy away from the concept of selling are often those who find themselves selling every single day! Sometimes they're even participating in the selling process multiple times throughout the day--and they may not realize it. Asking for client referrals, developing strategic alliances, seeking and talking with new prospects are all obvious parts of the selling process, but selling happens every time you remind a client why it's a good choice to do business with you, too. The fact is that most CFAs(R), CFPs(R), CPAs, and other professionals did not obtain these titles because deep down they really wanted to be in sales. Most times, their interests tend more toward data, analysis, and more solitary orientations. Selling is probably the last thing those who entered these fields were thinking of doing. They may not have considered the "people" aspect of their chosen profession; the aspect that involves sales. For this reason, and some others, turning into a salesperson seems like a negative, degrading thing. Many advisors will conjure up the picture of the slimy used-car sales guy. It's time to recognize selling as the valuable activity that it is. It is a way to: Let people know who you are and what you do well. Get your message out to those who need it. Promote your planning process, wealth management services, or investment expertise. Use your relationship skills to close new business. Take your business to the next level. If you want to grow your business, the bottom line is that you--or someone on your team--need to sell, and to sell well. This book will offer guidance on how you can sell in a comfortable and effective manner.

Shift
Shift

Author: Jeremiah Desmarais

Publisher: Morgan James Publishing

Published: 2017-06-09

Total Pages: 225

ISBN-13: 1683504429

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Insurance agents and financial advisors are being taught outdated marketing and sales strategies to grow their businesses. Cold calling, seminars, online leads, networking groups and display ads are showing less returns. At the same time, according to Google, every 5 seconds someone is searching for a financial or insurance product to meet their needs, yet most agents are unaware of how to reach this growing market. Shift is a compilation of exclusive, rarely-before-seen techniques, strategies and best practices used right now to increase sales exponentially using digital marketing. These are not taught in magazines, books or courses today simply because most people won’t share them. Jeremiah has used these concepts to train over 100,000 agents in over 51 countries including the US, Canada, Japan, Switzerland, the Caribbean and South Africa. Using his years of success stories and behind-the-scenes access to the frontlines of what’s working now, Jeremiah has been part of teams that have generated over two million leads in the insurance space, leading to over $300,000,000 in commissions paid out. He has documented the most inspiring, entertaining and duplicatable techniques his teams and front line advisors are using TODAY to SHIFT industry thinking to solve these problems.

The Financial Advisor's Success Manual
The Financial Advisor's Success Manual

Author: David Leo

Publisher: AMACOM

Published: 2017-12-07

Total Pages: 308

ISBN-13: 0814439144

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Do you want to become a million-dollar financial advisor, boost client satisfaction, and dramatically expand your business? This book provides all the answers and strategies you need to do just that. Complete with proven techniques, expert insights, and practical tips to maximize your profitability, The Financial Advisor’s Success Manual will show you how to break the cycle of moderate growth by teaching you how to: Develop a differentiation strategy Define and implement your six core client-facing processes Balance the cost of services with the value delivered Enhance client loyalty Perfect your personal marketing and sales approach You didn’t start your financial services firm with a goal of modest gains. So don’t settle for that! By implementing the methodologies and strategies in this manual, you can grow your business beyond your wildest expectations--all while serving your clients better.

The Professional's Guide to Financial Services Marketing
The Professional's Guide to Financial Services Marketing

Author: Jay Nagdeman

Publisher: John Wiley & Sons

Published: 2009-04-06

Total Pages: 288

ISBN-13: 0470467541

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The Professional's Guide to Financial Services Marketing is directed to any financial services professional–from individual representatives to executives of large financial services companies–who is looking for better ways to create the relevant marketplace differentiation and competitive advantage needed to increase productivity and profitability. The purpose of this book is not to provide a how-to manual, but rather to offer practical information, examples, and thought-provoking tips that provide ideas and insights that will enable financial services professionals to improve their own marketing approaches and achieve ambitious marketing goals. With examples drawn from basic marketing approaches and successful consumer marketing, this book provides a fresh perspective on a variety of marketing issues that can make a significant difference to corporate success.

The Ultimate Financial Advisor Marketing System
The Ultimate Financial Advisor Marketing System

Author: Seth Greene

Publisher:

Published: 2019-11-08

Total Pages: 204

ISBN-13: 9781706440574

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Attention Financial Advisors, RIA's, and Insurance Agents: Are you sick of not getting the referrals you deserve from your very own clients? What about from accountants, attorney's, and other professional centers of influence? Are you tired of lackluster seminar results? Decreasing response rates? Fewer show ups, fewer appointments and less production? Are you fed up with not being able to breakthrough to the next level of production? There is a better way and it's in this book!Seth Greene has been helping financial professionals like you break through to new levels of production since 2007. Discover his top 18 secrets of top producing financial service professionals and apply them to your practice today! Seth Greene is the nation's foremost authority on growing your financial services practice with direct response marketing.Seth is the co-host of the Sharkpreneur podcast with Shark Tank's Kevin Harrington, named by Nasdaq as one of the Top 10 Podcasts to listen to in 2019. He is the founder of the direct response marketing firm www.MarketDominationllc.com. Seth is a seven-time best-selling author who has been interviewed on NBC news, CBS news, Forbes, Inc, CBS Money watch and many more.