$theTitle=wp_title(" - ", false); if($theTitle != "") { ?>
We are pleased to announce that starting today, all Advocis Members are able to get a website for their financial practice at the discounted rate of $1 per month for the first 3 months. This extended trial period offer allows advisors to test drive our platform, customize their website and realize the impact our services [...]
I received a lot of feedback on my article Referrals for Financial Advisors posted on April 5th. Many people told me they were unsure how to ask for referrals from existing clients without looking too pushy.
I thought it might be of use to share a few example and best practices regarding prospect generation and referrals.
First [...]
In: Marketing
12 Apr 2010You have probably heard in recent conferences or business gathering that you should abandon old marketing methods in favor to online marketing. In today’s article, I will go over the pros and cons of using direct mail or e-mail marketing and try to show why e-mail marketing provides such a high ROI and positive response [...]
In: Marketing
5 Apr 2010Referral has to be one of the most successful way in getting new clients as a financial advisor.
When we talk about client referral in our seminars or sales presentations, there is one question that is asked almost every time:
“I get more referrals than my colleague, so why does he always convert more clients than me?”
The [...]
Welcome to the Advisor Websites blog. Our goal is to provide useful ideas and suggestions related to utilizing the internet in your practice. We will share with you a number of case studies, ideas, success stories and answer any questions that get sent our way.
Connect with Advisor Websites