Current use of marketing strategies for financial advisors

The two things that I consistently see among the financial advisors I talk to and have as clients are:

1. You’re all damn competitive.
2. You want to know what your successful peers are doing for marketing.

So, I did some digging and found the results of a comprehensive survey that reveals what marketing strategies are most commonly being used – and neglected – by financial advisors and professionals like yourself.

Just like your clients’ portfolios need to be diversified and reallocated from time to time, your marketing plan should be readdressed at least every year.

If not, you’re missing golden opportunities to keep up with – and even surpass – your peers.

-Norm Schriever

www.7thWaveMedia.com