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My book, The Marketing Guide for Financial Advisors , hit the shelves on November 8, 2019, and I’m excited to share with you a recent review from FANews—the e-newsletter published by Financial Advisor. As many of you may know, Financial Advisor is the go-to company for industry-leading financialservices advice.
Technology is one of the most important components of a financial advisor’s business. From financial planning and riskanalysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. What are some advantages of a CRM?
The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. As markets evolve and client needs become more sophisticated, the demand for qualified financial planners continues to grow exponentially.
Webinar marketing for financial advisors is the key to unlocking high conversion rates. Way back when I was working at one large marketing firm serving advisors, I ran a statistical analysis to see which efforts correlated most with new sales revenue. Share complex marketing topics with prospects in an engaging way.
These can include aspects like size, time horizon, expertise, financial situation and governance. Many committees may have experienced robust returns in their organization’s portfolios in recent years, but now recognize in looking ahead that the market opportunities may have shifted. Source: Brown Advisory Analysis.
These can include aspects like size, time horizon, expertise, financial situation and governance. Many committees may have experienced robust returns in their organization’s portfolios in recent years, but now recognize in looking ahead that the market opportunities may have shifted. Source: Brown Advisory Analysis.
We have seen these factor risks play out many times. Over just the past three years we have witnessed unintended factor risks and opportunities manifest across the market due to COVID-19, meme-stocks, inflation, interest rates, the ongoing war in Ukraine, the European energy crisis, the “value-rally” in 2022, the U.S.
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