If I’ve learned one thing from working with RIAs over more than a decade, it’s that they’re more interested in referred clients than earned clients. I understand the thinking: Cultivating existing clients, centers of influence and strategic partners can result in a pipeline of qualified investors to last through your whole career. By comparison, earning clients one by one sounds like a long, difficult slog. But many financial advisors would be shocked to learn that digital marketing, done right, can deliver results that are comparable to, or better than, referral marketing…
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“Jan was a record month for write-ins and we have a bunch of leads that are now becoming clients (I think 4 of the leads have become clients). So, a good start for sure.”
“Let’s continue to crank out all of these marketing initiatives.We are on-boarding 5 new clients this week alone that were white paper write-ins the past two weeks.When it’s all said and done, I think we will have added 25 new families this year.”