Open Daily: 10am - 10pm | Alley door pickup 10am - 7pm 3038 Hennepin Ave Minneapolis, MN
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  • Open Daily: 10am - 10pm
    Alley-side Pickup: 10am - 7pm

    3038 Hennepin Ave Minneapolis, MN
    612-822-4611

Open Daily: 10am - 10pm | Alley-side Pickup: 10am - 7pm
3038 Hennepin Ave Minneapolis, MN
612-822-4611
Marketing for Financial Advisors (Pb)

Marketing for Financial Advisors (Pb)

Bradlow, Eric T.

Paperback

Business GeneralPersonal Finance

ISBN10: 1265956952
ISBN13: 9781265956950
Publisher: McGraw-Hill Companies
Published: Jul 11 2023
Pages: 288
Weight: 0.85
Height: 0.60 Width: 6.00 Depth: 9.00
Language: English

To financial advisors who ask, Who has the time and money for marketing? the authors have an important piece of advice: Treat your practice like a small business, or you will be put out of business.

In an economy in flux, prospective clients are hesitant to put their financial future in the hands of just anyone. This is where Marketing for Financial Advisors comes in. The definitive marketing book designed specifically for financial advisors, it provides all the basic marketing skills you need to attract high-net-worth clients quicker and in greater numbers than ever. Putting the authors'proven techniques to use, you can immediately build your client base by:

  • Establishing brand and reputational awareness
  • Developing a differentiated value proposition
  • Creating a word-of-mouth army
  • Understanding your clients' psychology
  • Focusing on a niche segment of clients
  • Building a sophisticated marketing campaign
  • Writing an effective marketing plan
  • Determining the ROI of your marketing spend

Faculty members of the Wharton School's marketing department, the authors base much of their advice on a study of more than 800 financial advisors. Throughout the text, proven marketing approaches are combined with real-world insights from these successful advisors.

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