3 Ways Advisors Waste Money on Marketing (And What to Do Instead)

Are You Making These 5 Financial Advisor Marketing Mistakes?   Many financial advisors tackle marketing budgets as an afterthought. If there’s enough in the budget after expenses, they may spend some money on marketing. However, marketing is critical for growing assets under management (AUM)…

Get Your Marketing New Year-Ready

You’ve got your New Year’s Resolutions set, your annual vacation planned, and your business goals lined up. But is your marketing ready for 2017? The start of the new year is a great time to prepare your marketing for what’s to come. In ringing in 2017, we suggest getting your marketing all…

Marketing Mistakes - Financial Advisors

I’m on a Limited Budget. How Should I Allocate My Marketing Dollars?

On average, small businesses like financial services firms allocate around 12% of their revenue for marketing. However, this may still not be possible for some advisors on a more limited budget. This leads many advisors to ask, how can I make the most out of my marketing dollars? In this week's…

Why You Need to Spend Money on Marketing

The best things in life are free, but this isn't always the case when it comes to your business and building your clientele. We've frequently been asked by advisors why they should spend money on marketing, how can they market for free, and how they can justify investing hundreds (or thousands) of…

A 3-Step Guide to Measuring Your Social Media Marketing ROI

ROI, or Return on Investment, is a term marketers and business owners use to define how much money or engagement they are getting from their efforts. While traditionally “return” referred to a dollar amount, with social media marketing it can refer to a number of things. In this post, we set out to…

5 Ways Financial Advisors Waste Money on Marketing

On average, small businesses like financial services firms allocate around 12% of their revenue for marketing. You may be spending more or less than this, but you’ll get the most bang for your buck if you aim for the 11-13% range. Regardless of how much you’re spending, you want to keep your…