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The Signal: 5 Must-Reads For Financial Advisors – Feb. 21 Edition
February 20, 2014 at 18:31 PM EST
This week: It’s all about defining your brand and marketing this week. Good advisors will benefit from the rise of robo-advisers, but you’re going to need clear brand definition and a proven marketing strategy in order to succeed. Embrace, Don’t Fear, the Robo-Adviser Online portfolio management and advice services are not going to replace advisors any more than WebMD replaced doctors. At least, that’s what the advice industry wants you to think. A Proven Marketing Strategy and Plan for Financial Advisors David Finley knows how to market financial advisors and he’s giving away all his secrets for free. Should Women Use Female Financial Advisors? In this refreshingly balanced piece, there’s a good case made for some women investors to choose female advisors and others to choose male advisors. Three Mistakes to Avoid when Networking It’s all about understanding the pecking order. The Best Way to Change Your Habits? Control Your [...] Click here to read the original article on ETFdb.com. Related Posts: No Related Posts
This week: It’s all about defining your brand and marketing this week. Good advisors will benefit from the rise of robo-advisers, but you’re going to need clear brand definition and a proven marketing strategy in order to succeed. Embrace, Don’t Fear, the Robo-Adviser Online portfolio management and advice services are not going to replace advisors any more than WebMD replaced doctors. At least, that’s what the advice industry wants you to think. A Proven Marketing Strategy and Plan for Financial Advisors David Finley knows how to market financial advisors and he’s giving away all his secrets for free. Should Women Use Female Financial Advisors? In this refreshingly balanced piece, there’s a good case made for some women investors to choose female advisors and others to choose male advisors. Three Mistakes to Avoid when Networking It’s all about understanding the pecking order. The Best Way to Change Your Habits? Control Your [...]
