Industry

Transactional versus Transformational Marketing

Transactional versus Transformational Marketing

Marketing for financial advisors is challenging. Should you opt for transactional tactics that promise immediate results, or invest in transformational strategies that build a lasting business? Should you focus on short-term success or long-term sustained strategy? Let’s delve into your two options.

Get Niche or Die Tryin’? Why Consultants Say New RIAs Should Find a Specialty

Get Niche or Die Tryin’? Why Consultants Say New RIAs Should Find a Specialty

Staying “on niche” helps financial advisors to stand out from the competition. By consistently aligning all aspects of their marketing efforts to their niche, advisors become trusted experts and enjoy long-term success.

How to Stand Out Through the Power of Niche Marketing

How to Stand Out Through the Power of Niche Marketing

Tune in to Kristen Luke's chat with Lauren Hong, President of Out & About Communications, and learn how strategy starts with the kind of client you want to serve. You'll also learn how having a marketing direction doesn't mean alienating your existing clients and how to be so well-suited for your client type that no one compares.

The Marketing Cycle: Navigating Between Development and Maintenance

The Marketing Cycle: Navigating Between Development and Maintenance

Instead of constantly developing a new marketing plan each year (or quarter, as I recommend), it's best to work the plan. In those periods, establish a marketing routine rather than creating an entirely new plan.