How Advisors Can Map The Journey From Prospect to Client

Financial Advisor Prospecting Ideas That Work Are All About Timing   Coming up with prospecting ideas for your client journey map doesn’t have to be complicated. When you take the time to learn more about your prospects and clients and how they move through the phases of the client journey, you…

Marketing Mistakes - Financial Advisors

What the Heck is the Client’s Journey?

"The client's journey" (also called the buyer's journey) is a term thrown around a lot in marketing, but what does it actually mean and do advisors need to care? In this week's marketing tip, Craig and Brandon define the "client's journey" and why advisors need to consider it in their marketing.……

Financial Advisor Marketing Journey

3 Ways Understanding a Client’s Journey Will Change Your Marketing Forever

In today’s age of short attention spans, media influxes and smarter advertisements, understanding your client’s journey is more important than ever. Making sales is no longer a case of cold calling or plastering your name on billboards. You must understand your client’s concerns, offer yourself as…