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 | Nov 15, 2022
We live in a world where many have their phones attached at the thumb. So, not surprisingly, digital marketing has exploded in popularity. At the same time, traditional offline marketing strategies still have relevance for financial services professionals....
by Julie Mullarkey | Oct 11, 2022
Up until now, marketing strategies haven’t been your core focus. Instead, you have most likely yielded positive results through your experience, expertise, and vast skill set. Yet, you’re limiting your growth potential by neglecting to foster marketing strategies for...
by Julie Mullarkey | Jul 20, 2022
You want to promote your financial firm, but your efforts aren’t giving you the results you’re hoping for. Consistency and branding will help you achieve your desired results when creating a financial advisor marketing plan. Here’s what you need to know. Your...
by Julie Mullarkey | Apr 14, 2022
Marketing is one of the most essential yet sometimes misunderstood aspects of running a business. To have a successful business, you must not only stay up to date on the latest marketing trends and best practices, but you must also be able to differentiate between...
by Julie Mullarkey | Mar 9, 2022
To succeed in today’s digital world, financial advisors need a marketing strategy that enables them to meet with prospects on the various sites and platforms they utilize. Consumer video consumption continues to increase, and as it does, marketing videos are becoming...
