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Summary: If you are an independent financial advisor looking to find an untapped pool of retirement-ready prospects, look no further than social media marketing, and specifically, advertising on Facebook. It offers a unique set of values to financial advisors unlike any other online or offline marketing platform available today.
Added on April 2018 in Join an RIA
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Summary: [Slldeshow] Financial advisors clearly have a roving eye. Nearly a quarter have switched firms in the past five years and more than half have considered making a move, according to a new Fidelity study, "What's Driving Advisors to Move in the New Market Landscape?"
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Summary: While effective operations in each of these areas is essential to business success, they also can create considerable confusion for firm owners. This is particularly so when determining what to focus on when, and how to decide what needs to be done first.
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Summary: Google continues to collaborate with user-friendly websites to provide an engaging experience. This is where Google and web analytics converge. If your website shows a heavy bounce rate, this might indicate a need to improve your website. Web analytics will help you monitor your incoming traffic and if it declines, you may need to improve how you position your website.
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Summary: Innovation is the key to success in a rapidly evolving financial services market. But with the rise of new products and delivery platforms, advisors face competition from low-cost robo-advisors and automated turnkey solutions. Advisors also are confronting a generational shift and, as baby boomers enter the drawdown phase, advisors must reach out to a new generation of clients with different needs and preferences.
