At some point, most advisors have been told that they should concentrate their efforts on attracting clients in a defined niche. There are three reasons for this: • ...Read more Comments Off on Finding your perfect niche – the Water Cooler effect at work
by Shauna Trainor, The Covenant Group Many entrepreneurs may think they have a plan for how they will allocate marketing budgets and spread awareness of their business. However, ...Read more Comments Off on What is Missing from Your Marketing Strategy?
by Stephen Wershing, The Client Driven Practice A new report from Cisco indicates that wealthy investors under 55 have less trust in advisors and different expectations than older ...Read more Comments Off on How to Win Younger Wealthy Clients
by Shauna Trainor, The Covenant Group We often discuss the fact that social media, email and other web-based technologies are integral to an organization’s marketing plan, but it ...Read more Comments Off on Make Direct Mail a Successful Part of Your Marketing Strategy
As I explain in The Entrepreneurial Journey, there are five financial levers that sales professionals must control in order to run their firms smoothly. First, you must ...Read more Comments Off on Pulling Financial Levers for Better Operations
by Shauna Trainor, The Covenant Group Marketing your business requires a multifaceted program that addresses what occurs within and outside the organization. While many financial advisors are ...Read more Comments Off on Develop and Refine Your Marketing Strategy