by Julie Mullarkey | Jul 13, 2023
If you’re a financial advisor who wants to turbocharge your PR and marketing but are operating on a minuscule budget, you might wonder, “Can I effectively promote my services without breaking the bank?” The good news is, yes, you can! You can still...
by Julie Mullarkey | Jun 14, 2023
As a financial advisor, understanding your target demographic and their communication preferences is key to standing out in a crowded market, and applying generational marketing strategies is key. But it’s not enough to know their needs and goals—you must also...
by Julie Mullarkey | Apr 5, 2023
The first impression you give a client significantly impacts how they interact with your firm and may even determine how long they stay a client. That’s why client onboarding is so important. Using the information outlined in this article, consider creating or...
by Julie Mullarkey | Mar 13, 2023
Most financial advisors seek new and innovative ways to grow their businesses. These social media tips should be part of that process. Today, advisors are becoming more aware of the power of social media as billions of people use various platforms to connect and get...
by Julie Mullarkey | Feb 7, 2023
Social media is now essential to every aspect of business, including branding, new client acquisition, and client retention. Using social media for recruiting is the same, although many are rarely encouraged or trained in this area. When building a team or recruiting...
