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The Technical & Soft Skills Needed to Be a Financial Advisor

If you’re looking for a career that is both financially rewarding and personally fulfilling, becoming a financial advisor may be the right path for you. This job is more than just managing money – as a financial advisor, you’ll be instrumental in helping your clients achieve their dreams, whether it’s

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How to Approach Family and Friends as a Financial Advisor

Money is intensely personal for most people. So much so, that talking about salaries, debts, retirement savings, and other financial details is often considered taboo among friends and family. As a financial advisor, this places you in a unique position. On one hand, they are already warm prospects. You’ve likely

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Email Campaign Advice: How to Scrub an E-Mail List

E-mail marketing is an essential part of doing business in the modern world. It allows you to reach a large number of people with your marketing message, and it is relatively inexpensive compared to other marketing channels. However, creating high-converting email campaigns is only half the battle. The other half

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Best Search Engine Positioning Tools

How to Climb the Ranks with Search Engine Positioning Tools

A website’s search engine ranking can quite literally make or break the success of that site, and by extension, the business it represents. Being on the first page of search engines like Google, Bing, Microsoft Edge, and DuckDuckGo is more than a vanity metric – it affects everything from how

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10 Best Apps for Financial Advisors in 2022

As a financial advisor, you only want to offer the best services for your client. You want to be efficient, organized, and productive at what you do. But how can you do that exactly? It’s by using tools such as mobile apps.  What are the mobile apps you can use?

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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

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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

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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

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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

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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

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9 Ways to Improve Email Conversion Rates

Most professionals spend a good chunk of the day in their inbox, which means it’s a great place for your business to be. That being said, the average office worker receives 121 emails every day, but only opens 16 percent of them. And of the opened emails, the average click-through

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6 SEO Tips to Bring In More Leads for Your Financial Services Firm

Today’s customer has the privilege of having access to unlimited information at the click of a button or a tap of their phone screen. In fact, 93 percent of all online experiences start with a search engine, and with Google being the most popular search engine, consumers head to Google to check out their options before making a purchasing decision.

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