Tag: Financial Advisor

Marketing for Advisors: Finding the Right Prospects

marketing for financial advisors

“Half the money I spend on advertising is wasted; the trouble is I don’t know which half.” That famous quote from 1922 is still just as true today, and it came before the dawn of modern marketing.  Even with targeted tools like third-party cookies and tracking and user profiles and more, finding the right prospects

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The Power of Community in Finance

We know that money is highly personal. It isn’t a popular topic for a cocktail party. And for many, it is considered taboo to even discuss amongst friends and family.  Perhaps this is why, when it comes to managing money, we see that most people are trying to go it alone. According to a CNBC

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5 Questions to Ask When Searching for a Financial Advisor

The topic of money and finances is still a big mystery for many people. And for good reason. It can be complicated stuff!  We’ve written previously about the fact that managing finances is particularly complicated because it often involves financial investment literacy. This type of literacy relies on complicated math that often requires specific training

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