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.
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.
David Finley knows how to market financial advisors and he’s giving away all his secrets for free.
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.
It’s all about understanding the pecking order.
Everyone has a habit or two they’d like to overcome. Start by changing the triggers for that habit.
Jay Palter is a social business strategist and marketing expert specializing in building social networks for financial professionals and wealth management firms. For more information, visit http://jaypalter.ca or follow @jaypalter on Twitter.