Posts Tagged ‘ Marketing ’

When it comes to marketing financial services there is no shortage of options. From cold calling to direct mail, to attending local networking events, advisors have lots of choices in their ongoing pursuit of new prospective clients. Among all of the options, hosting marketing seminars remain a key method for getting known to prospective clients. Which raises the question, “When marketing financial services-Do seminars still work?” Recently I had the opportunity to attend a seminar hosted by a well-known financial advisor. Lets take a look at what went well, as well as where the missed opportunities were that perhaps would [...]

Twitter is here. Of course, the popular service can vanish tomorrow. However, this is not a good bet for even the most contrarian business. The question now is how do you use Twitter to reach prospects and direct them to your financial services website. The good news is that using Twitter as a financial services lead generation tool is surprisingly simple once you understand the fundamentals. Successful online financial services professional rely on 3 core strategies to push traffic to their web site. We’ll discuss each one of these strategies and how you can use them to fill your sales [...]