by Julie Mullarkey | Jan 12, 2022
Happy New Year! It’s a great time to develop the strategies you will use to attract clients, supporters, and fans to your financial services firm in 2022. As has been the case in the past decade, content marketing should be an essential part of your overall...
by Julie Mullarkey | Dec 8, 2021
As a financial advisor, it’s as important to market your services as it is to provide top-tier investing, estate planning, and wealth creation services and insights to your clients. Financial professionals everywhere discover that relying on “word of mouth”...
by Julie Mullarkey | Nov 10, 2021
As the effects of the pandemic begin to fade and economies around the world roar back to life, it’s time to start thinking about your marketing plan for 2022. Like every industry, financial planning and advice have suffered an extended crisis – how to attract...
by Julie Mullarkey | Oct 6, 2021
Given that there are so many opportunities to capture attention online, brands can effectively use the Internet to be discovered. Although anyone can create their own brand, success isn’t as easy as it seems. High competition for consumers’ attention exists,...
by Julie Mullarkey | Sep 8, 2021
As a financial advisor, building and maintaining client relationships are key ingredients to success. If you have been in the industry for over ten years, chances are you built your business with little to no marketing or public relations support. Those were the good...
