Executive Summary: Financial advisor content marketing is growing in importance, especially as old Search Engine Optimization (SEO) practices fade away and become ineffective. Great content that speaks directly to the ideal client can help an advisor stand out, form relationships, and built trust — even before the first appointment. However, just publishing a few blog […]

Summary: Content marketing can be a powerful tool to connect financial advisors with their ideal prospects, build subject matter expert standing, and reach more people. Unfortunately, keeping up with content generation isn’t easy. There are too many demands on a financial advisor’s time, which pushes blog posts, white papers, and book ideas to the bottom […]

Summary:  Email may not have the cutting edge, high-tech appeal of some of the other marketing tactics. However, when done right, email marketing for financial advisors can be remarkably effective. In order to build a productive email campaign, advisors should begin by examining the needs of their audience. A broad-based “spray and pray” approach is […]

Advisor brand archetypes may sound like an obscure theory from Psychology 101. However, when properly understood and applied, they can hold the ultimate key to building your financial advisor brand and connecting with your ideal clients. In my last post, I talked about the importance of looking beyond surface-level visual design elements (like colors and […]

Looking to start a financial advisor referral program? This article will break down the most common roadblocks that advisors face when creating a referral program. Bonus: Check out the referral request script included at the bottom of this blog. Does asking for referrals as a financial advisor still work? Virtually every advisor gets told, at […]

Finding your voice in an industry where every topic has been covered. I am blessed with amazing financial advisors who attend my monthly Financial Copywriting Office Hours. They are thoughtful, honest, and they ask great questions.  Here’s one question that an advisor asked recently. How can I get over the feeling that anything I write […]