Filtering Prospective Clients for Fit

Pre-defining what types of clients are the best fit for your firm and services, coupled with the courage to professionally redirect a prospective client when the fit is simply not there, is something most advisors struggle with. This week, we offer insights about how to do this effectively, as well as the key characteristics necessary to determine who you serve …

Effective Marketing Activities – Part 2

As we continue our discussion about marketing, we explore best practices for developing an internal marketing plan that fits into a broader business development plan, as well as avoiding several common mistakes with marketing for your Wealth Management Firm.

Effective Marketing Activities – Part 1

This week, we shift our focus to marketing and discuss how effective marketing activity supports the broader business development strategy for your Wealth Management Firm. Productive marketing brings brand awareness, distinguishes your firm, and creates a ripple effect in the marketplace.