Advisor Marketing
Advisors: 7 Things You Can Stop Spending Money On

First: Some Background
People refer for two reasons;
- To be helpful
- To look good
A good brand makes your clients and COIs look great.
A compelling advisor brand positions you as different, better and relevant.
With simple marketing your brand will inspire an abundance of referrals.
When you’re easy to refer, referrals happen frequently – without having to ask.
A good brand inspires referrals.
Referrals account for 75-90% of a professional advisor’s revenue.
Mature practices should expect 100 – 400% growth in referrals once they enhance their brand.
SEVEN Expenses a Good Brand Negates
When you have a good financial advisor brand you won’t need to be good at, or spend money on, these 7 things.
- Referral Program
- Referral Coach
- Cold-Calling or Telemarketing
- Sales Coaching on “How to Overcome Objections”
- PR Consultant (although this one wouldn’t hurt)
- Prospecting Coach
- Online or Print Advertising

-
Forward-Looking Investing22 hours ago
Moat Investing: Powered by Morningstar
-
Market Strategist22 hours ago
We Are Not Convinced the Market Storm Has Completely Passed
-
Development22 hours ago
Advisors: How To Answer “What Do You Do?”
-
Markets2 days ago
Higher Mortgage Rates, Student Loans and Nike
-
Equities2 days ago
7 Stocks That Pay the Largest Dividends of All That Trade on Nasdaq – Or Do They?
-
Advisor2 days ago
The Wizards of Wall Street vs. The Selbees from Michigan
-
Markets3 days ago
The Chameleons Are on the Run
-
Compliance3 days ago
Regulators Focusing on How Firms Identify, Monitor and Test Custody Scenarios With Client Assets