by angelina | Feb 18, 2018 | Advisors, Blog, Financial Marketing, Lead Generator, Technology, Websites
Whenever we get started on a website, our first priority is to learn about the advisor’s business. Who are they working with now (their existing clients) and who they would like to work with in the future? ( the goal clients) Once we learn about this, we gear the...
by angelina | Nov 21, 2017 | Advisors, Blog, Business Owners, E-Newsletter, Family, Financial Marketing, Lead Generator, social media, Websites
Client appreciation events make clients feel appreciated, and appreciated ones are more likely to stick around. Arranging client appreciation events is important for financial advisors as they help them in getting more referrals from a strong and more loyal client...
by angelina | Jan 15, 2017 | Advisors, Blog, Financial Marketing, Lead Generator, social media, Websites
Infographics are engaging, persuasive and memorable. Clients are visual learners, we take complicated financial concepts and break them down to who it’s for, the benefits and why it works. There are many ways to use infographic content besides posting it on your...
