Today's financial advisor is well aware of social media platforms like Twitter, Instagram, LinkedIn and Facebook, yet many do not know how to leverage each social site or how to integrate into their firm's marketing campaigns. In fact, our research indicates a common misunderstanding that...
How to Capture AUM from Qualified Prospects on the Web 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...
Your website tells a story Like it or not, your website is a destination that serious referrals will visit to gain more insight into who you are, what you do and why they should consider you to manage their assets. Early on in their evaluation process,...