Investment Advisor Marketing
A Pathway to Growing Your Firm and Building Your Brand
Business & Finance, Marketing & Sales, Direct Marketing, Advertising & Promotion
| Author: | Scott Hanson, Pat McClain | ISBN: | 1230000190394 |
| Publisher: | Irish Canon Press | Publication: | October 15, 2013 |
| Imprint: | Language: | English |
| Author: | Scott Hanson, Pat McClain |
| ISBN: | 1230000190394 |
| Publisher: | Irish Canon Press |
| Publication: | October 15, 2013 |
| Imprint: | |
| Language: | English |
Most financial advisors understand the basics of investment advising and retirement planning. But what many independent investment advisors fail to understand is just how all that education and expertise can go to waste unless the practical aspects of advising are supported by effective marketing. It’s pretty simple: You need clients to grow your business and be successful!
In Investment Advisor Marketing, longtime business partners Scott Hanson and Pat McClain provide an A-Z marketing guidebook compiled from their over two decades of marketing expertise, all dispensed in a concise, direct and accessible voice. Hanson and McClain provide page after page of practical marketing knowledge gained from their experiences founding, building and promoting several successful financial companies. They tell you what they’ve done, how they’ve done it, and what you should do to successfully market yourself and your firm.
Topics include marketing for beginners, radio for any budget, common mistakes to avoid, how to identify and crack a true niche market, effective and accessible analytics—how to determine if your marketing efforts are working—brand building, the value of inexpensive community involvement, and much more.
Investment Advisor Marketing: A Pathway to Growing Your Firm and Building Your Brand is a no-holds bar educational revelation for what should be the foundation of any investment advisory practice: marketing.
Most financial advisors understand the basics of investment advising and retirement planning. But what many independent investment advisors fail to understand is just how all that education and expertise can go to waste unless the practical aspects of advising are supported by effective marketing. It’s pretty simple: You need clients to grow your business and be successful!
In Investment Advisor Marketing, longtime business partners Scott Hanson and Pat McClain provide an A-Z marketing guidebook compiled from their over two decades of marketing expertise, all dispensed in a concise, direct and accessible voice. Hanson and McClain provide page after page of practical marketing knowledge gained from their experiences founding, building and promoting several successful financial companies. They tell you what they’ve done, how they’ve done it, and what you should do to successfully market yourself and your firm.
Topics include marketing for beginners, radio for any budget, common mistakes to avoid, how to identify and crack a true niche market, effective and accessible analytics—how to determine if your marketing efforts are working—brand building, the value of inexpensive community involvement, and much more.
Investment Advisor Marketing: A Pathway to Growing Your Firm and Building Your Brand is a no-holds bar educational revelation for what should be the foundation of any investment advisory practice: marketing.
