Peregrine Consulting Group

The Power of Marketing for Financial Advisors

As a financial advisor, you’re responsible for finding and winning over new clients in order to grow your business. But one-to-one outreach is incredibly time-consuming and you’ll need a little extra help building up your client base. To grow your business faster—and with less effort—you need to invest in digital marketing. Though there are a …

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Which Digital Marketing Strategies Work Best for Financial Advisory Firms?

Picture this. You’re browsing through Facebook and you find a sponsored post of a shirt that you absolutely must-have. You click on the post, and it directs you to a gorgeously designed website to purchase the item. After placing your order, you are asked to enter your email address. Seconds after checking out of the …

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Social Media Marketing Tips for Financial Advisors

Social media is no longer an optional marketing tactic for financial advisors. According to a survey conducted by Putnam Investments, 84 percent of financial advisors use social media for business purposes, and of that number, 91 percent have gained new clients through social media marketing. On average, they have seen an increase of $4.9 million …

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2022 Marketing Trends for Financial Advisors

The 2020s is sure to be one of the most exciting yet thanks to the rapid developments in technology, automation, and Artificial Intelligence. Though we can’t yet see the full scope of what this next decade will bring in the world of finance marketing, we do know which marketing trends will be most significant for …

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Salesforce vs Infusionsoft: Which CRM is right for your business?

Today’s landscape of digital marketing and marketing technology calls for systems that help simplify the sales process and fine-tune the sales funnel. This is where Customer Relationship Management or CRM comes in. A CRM system helps businesses increase profitability through managing customer and prospect information and data taken from different integrated platforms. It provides comprehensive …

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6 Reasons to Hire a Fractional CMO over a Traditional CMO

In order to expand your customer base and increase your financial advisory firm’s revenue, you need to invest in marketing. But bringing on a full-time marketing executive might not be the most beneficial option. With the rise of remote and freelance workers in the U.S., many small businesses are outsourcing their marketing efforts to a …

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Master these Elements of Branding to Achieve Consistency in Your Business

“I’m lovin’ it.” “Just do it.” “Because you’re worth it.” – without even mentioning the names of these brands, you already know which branding. Of course, these big companies have spent millions on their marketing to achieve these kinds of results by playing their message over and over again through different channels, but if there’s one thing to take away from these giants, it’s that one of the keys to staying top of mind with your consumers is consistency.

On-page SEO for Financial Advisors – Part 3: 7 Technical SEO Elements to Get Right

Welcome back to our three-part series on best practices for on-page SEO. If you’re just joining us, we’ve already covered the importance of good content and how to find and implement keywords. And in part three of our series, we’re going to cover seven of the HTML elements you need to consider in your on-page SEO strategy. First and foremost, is your title tag.