Want to break out of the “sea of sameness” among financial advisors? Kristen Luke shares why a niche is the way to go in this Capital Insights™ article. Learn three steps to winning a niche as a financial advisor.
Kristen Luke offers insights into effective marketing strategies tailored for financial advisors. Tune in to learn best practices for client acquisition, common marketing mistakes, and how to leverage various channels and tools for success.
Your niche-focused business model is more than the type of people you serve. It is what you do to help them. This article covers the four elements of building a niche-centered business model.
Yes, financial advisors should have marketing funnels—but only for specific campaigns. When it comes to building prospects’ trust so that they become clients, advisors need something else. They need an ecosystem.
When starting with a niche, you may find it difficult to come up with topics for your content marketing. To get ideas, take notes about what your prospects are talking about. This article covers specific points to note to create an effective content strategy.
When creating your marketing message for your niche, you want to articulate the one unique problem your niche faces. Here are questions to help you understand that overriding problem.
To be an uncomparable financial advisor, you need a marketing message that is simple, clear, and repeated often. Here’s a framework for creating your message.
Financial advisors usually seek to be incomparable, or better than the competition. This marketing tactic creates a neck-and-neck race that they can’t win. Instead of being incomparable, advisors should choose to be uncomparable.
Financial advisors can expect their efforts to gain traction in year three of their niche marketing strategy. Here are 4 steps to keep the momentum going.
It can take three years before a niche focus takes off for your financial advisory business. This article covers seven marketing steps for year one to ensure you lay a solid foundation for success.