Many financial advisors would like to say that what makes them better is that they have lower fees and higher investment performance. The problem is, not only is that not true in most cases, that’s not what clients care about. What do clients really want? Trust.
Claire Akin runs Indigo Marketing Agency, a marketing firm serving independent financial advisors. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis. It’s her goal to help advisors leverage content marketing to grow their businesses and serve more people.
Articles from Claire
It may be tempting to hire established advisors who have experience serving clientele similar to yours, but don’t discount junior financial advisors and the benefits they bring to the table. Here are the top reasons to add younger team members to your firm.
If you work in the financial services industry, you’ve likely been following the strange and changing path of the Department of Labor (DOL) Fiduciary Rule. The new rule increases the ethical standard of investment advice from a suitability standard to a fiduciary standard.
If you’re a financial advisor, you know that our industry is always in a state of change due to regulatory demands, technology, and client desires. You may have also noticed an increase in mergers and acquisitions for registered investment advisors (RIAs) and broker-dealers (BDs).
How do you know the true value you provide? And when you set your fees for financial planning services, how can you find the balance between running a profitable business and keeping your prices competitive?
Advisors who embrace new technologies enjoy increased profitability and efficiency. But it’s easy to fall behind the technology curve and find yourself out of date. Is your firm positioned at the forefront or falling behind?
Along with digitizing your practice’s client documents, more and more financial advisors are finding digital compliance solutions.
On January 8th 2018, FINRA released its annual Regulatory and Examination Priority Letter, which details what the regulator will focus on this year.
How should you advise your clients about bitcoin and the cryptocurrency craze? Here is a quick crash course for conversations with your clients.
Every business, including financial planning, is becoming more and more digital. Here's how to create a paperless financial advisory practice.