To financial advisors who ask, “Who has the time    and money for marketing?” the authors have an    important piece of advice: Treat your practice like a    small business, or you will be put out of business.        In an economy in flux, prospective clients are    hesitant to put their financial future in the hands    of just anyone. This is where Marketing for Financial    Advisors comes in. The definitive marketing    book designed specifically for financial advisors,    it provides all the basic marketing skills you need    to attract high-net-worth clients quicker and in    greater numbers than ever. Putting the authors’    proven techniques to use, you can immediately    build your client base by:    Establishing brand and reputational awareness    Developing a differentiated value proposition    Creating a “word-of-mouth” army    Understanding your clients’ psychology    Focusing on a niche segment of clients    Building a sophisticated marketing campaign    Writing an effective marketing plan    Determining the ROI of your marketing spend        Faculty members of the Wharton School’s marketing    department, the authors base much of their    advice on a study of more than 800 financial    advisors. Throughout the text, proven marketing    approaches are combined with real-world insights    from these successful advisors.        Marketing for Financial Advisors opens the door to    an entirely new perspective on your business. You    will begin to view yourself as an entrepreneur and    understand that an investment in marketing is an    investment in the future of your business.        Whether you already run a successful financial    advisory firm or plan to start one, you must build    customer relationships through marketing if you    want to survive and profit for years to come. Take    your first steps as a small-business entrepreneur    using Marketing for Financial Advisors as    your guide.

Marketing for Financial Advisors: Build Your Business by Establishing Your Brand, Knowing Your Clients and Creating a Marketing Plan PDF

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