by angelina | Jan 16, 2023 | Blog, Financial Marketing
The Essential Digital Marketing Checklist for Financial Advisors As a financial advisor, it’s essential to have a strong online presence to attract and retain clients in today’s competitive market. But with so many different digital marketing strategies...
by angelina | Apr 13, 2022 | 2022, Blog, Financial Marketing
The video above is about applying for the Grow Your Business Online Grant. The Grow Your Business Online Grant is a micro-grant of up to $2400 to help with the costs of adopting digital technologies. On March 3, 2022, the Canadian government announced the launch of...
by angelina | Oct 25, 2020 | Blog, Financial Marketing, Media, Websites
We were recently featured in the Globe and Mail speaking about designing websites and content for financial advisors and integrating it with social and email newsletters. In the article we talk about how advisors can use their website to grow their business. We are...
by angelina | Aug 28, 2019 | Blog, Business Owners, Financial Marketing, Individuals
Setting up your financial practice to specialize in working with high net worth individuals can be challenging. We’ve put together a list of strategies that can help you attract your ideal client. Network in their area The marketing methods that you have always used,...
by angelina | Aug 1, 2019 | Blog, Business Owners, E-Newsletter, Family, Financial Marketing, Financial Planning, Individuals, Lead Generator, social media, Websites
Summer is a great time to work “on” the business, usually client activity is a little quieter and the quietness can help you move towards your goal of growing your business. I’ve spent over 15 years of my career working with advisors and helping them grow their...
