Building a Financial Advisor Marketing Plan That Works Still think that a financial advisor marketing plan is just for the big firms? Think again! Running a financial advisory firm is hard. In the early years, it’s a hustle to find clients and pay the bills. Five to seven years into the practice, there are workflows to optimize, staff to hire and train, and a full book of business to manage. Life gets busy. Which is why so few advisors go the extra mile and create a marketing strategy. According to Pershing, only 30% of all advisors have a formal marketing plan. The remaining 70% must believe that “hustling” is their…

Facebook Marketing for Financial Advisors: Facebook Live Facebook marketing for financial advisors is the new frontier. Here are 5 tips that will help you rock your next Facebook Live (or host your first one)! There are more than two billion monthly active users on Facebook.   That’s just one of many eye-popping statistics about the popular platform, according to statisa.com. And business owners who are using Facebook Live broadcasts strategically are winning greater visibility and more clients. Facebook marketing for financial advisors is something worth exploring, especially now that the Facebook algorithm is boosting live videos. And business owners who are using Facebook Live broadcasts strategically are winning greater visibility and more clients.…