Many advisors underestimate the power of client appreciation gifts during the final quarter of the year. Q4 is usually filled with reviews, tax planning, and meetings that set the tone for the new year. It is also the season when clients evaluate their relationship with their advisor, reflect on their financial Read More...
For a long time, referrals have been the gold standard of marketing for financial advisors. They still matter, but the landscape has shifted. Referrals work best when they ride on strong relationships, and those relationships are not created by chance. They grow through steady connection. The 2024 Kitces Marketing Study reports Read More...
In a digital-first world, everyone is fighting for attention. Advisors are posting videos, optimizing websites, running ads, hosting webinars—all of which help attract leads. But once that lead becomes a client, digital strategies can’t sustain emotional connection. What builds lasting loyalty isn’t information—it’s emotion. When clients feel known, remembered, and appreciated, Read More...
The SEC’s 2021 Marketing Rule quietly changed everything for financial advisors.For the first time, client testimonials and reviews are fair game, opening the door to authentic, experience-based marketing that used to be off-limits. But while many advisors are racing to collect Google reviews, the truth is simpler: trust is not built Read More...
Financial advisors are always chasing the next big marketing move. SEO, Facebook ads, newsletters, LinkedIn posts—the hope is that one of these channels will finally deliver steady growth. But the latest Kitces Marketing Study revealed something advisors often miss: SEO, social, and newsletters rarely drive massive results on their own. They Read More...
If you’re a financial advisor, you’ve felt it: new clients are harder and more expensive to win. Michael Kitces’ research shows the financial advisor client acquisition cost now tops $3,000–$3,800 per client. What’s striking is that roughly 80% of that cost isn’t ad spend. It’s your time. (Kitces.com) So the real Read More...
When looking for financial advisor marketing ideas, it’s easy to get caught up in big, external tactics like SEO, social media campaigns, and other digital strategies. While these are important, they can sometimes pull our attention away from something equally valuable: local marketing ideas for financial advisors. As a financial advisor, Read More...
We’ve all been there. You spend a lot of time and energy generating leads for your business—especially in financial advising. You get some great prospects, but many of them just aren’t ready. They still want to explore their options, talk to other advisors, or they simply aren’t ready to commit. So Read More...
Client relationships are everything in the financial world. Whether you’re a solo advisor or part of a larger firm, you already know how much trust, loyalty, and referrals depend on small, thoughtful gestures. One of the simplest yet most impactful ways to nurture those relationships? Remembering a client’s birthday and sending Read More...
Keeping up with birthdays for clients, colleagues, or friends can be overwhelming, especially as your contact list grows. If you’re still using a spreadsheet and trying to remember to send cards manually, there’s a better, faster way. In this step-by-step guide, we’ll show you how to streamline your entire birthday card Read More...
Why Personal Touch Still Matters Client relationships are at the heart of financial advising. While portfolio performance and planning are clearly important, what often sustains those relationships over the long term is something much simpler: genuine, personal connection. In a landscape crowded with automated emails, text reminders, and generic newsletters, small Read More...
Staying Personal in a Busy Business World Running a small business means wearing a lot of hats. Between client work, operations, marketing, and managing people, staying in touch in a meaningful way can fall by the wayside. But in a time when relationships drive referrals and repeat business, a simple gesture Read More...
When you’re trying to keep things running smoothly—whether in an office or a busy household—greeting cards can feel like a surprisingly complicated part of the equation. What should be a simple task quickly turns into a time-consuming process. You start asking, Where can I buy greeting cards that aren’t boring, overpriced, Read More...
In an age where emails and text messages dominate communication, receiving a card in the mail is a refreshing and meaningful experience. It signals that someone took the time and care to do something extra. A personalized greeting card can brighten a client’s day, touch a friend’s heart, or make a Read More...
In today’s fast-paced world, efficiency is key to maintaining strong client relationships. Businesses often turn to automation to streamline communication and ensure they stay in touch with clients regularly. However, there’s a delicate balance between efficiency and personalization. How can you automate client communication without losing the personal touch that clients Read More...
