Entries by Therese Byrne

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FINANCIAL ADVISOR SMART BOOK™ (4 OF 9): CRAFT A DISTINCTIVE BRAND IDENTITY, POSITIONING AND MESSAGING.

Financial Advisor SMART BOOK™ We recently published the 2018 Edition of the Financial Advisor SMART BOOK™. This resource is a comprehensive guide to help independent financial advisors build an ‘independent difference,’ that is, a strategy-led, systematic growth program with 9 proven strategies. The goal is to help advisors: Increase Volume: Generate More Visits & Inquiries […]

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Financial Advisor SMART BOOK™ (3 OF 9): Define a Go-to-Market Model that Works For Your Firm

  Financial Advisor SMART BOOK™ We recently published the 2018 Edition of the Financial Advisor SMART BOOK™.  This resource is a comprehensive guide to help independent financial advisors build an ‘independent difference,’ that is, a strategy-led, systematic growth program with 9 proven strategies. The goal is to help advisors: Increase Volume: Generate More Visits & Inquiries Increase Client Value: Get Better […]

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Financial Advisor SMART BOOK™ (2 OF 9): Build Persona Messaging for Ideal Client Profiles

  Financial Advisor SMART BOOK™ We recently published the 2018 Edition of the Financial Advisor SMART BOOK™.  This resource is a comprehensive guide to help independent financial advisors build an ‘independent difference,’ that is, a strategy-led, systematic growth program with 9 proven strategies. The goal is to help advisors: Increase Volume: Generate More Visits & Inquiries Increase Client Value: Get Better […]

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Financial Advisor SMART BOOK™ (1 of 9): Align Your Team on Vision & Smart Goals

We are surprised how many advisors we work with have not clarified a vision or established clear revenue goals and metrics to achieve them. Having a vision and game plan for growth is important for financial advisors to thrive in a challenging marketplace. The Smart Book™ outlines how you can achieve more predictable and sustainable revenue growth by establishing a Revenue Architecture that fits your firm. The key is to commit to a systematic sales and marketing process by following the 9 proven strategies to guide your approach.

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RIAs: What Your Ideal Client Wants | Fiduciary Financial Advisor

A prospective client may assume that a financial advisor, when giving advice, is acting in their best interest. Indeed this prospective client may have heard the word FIDUCIARY Financial Advisor bandied about by talking heads and journalists in the financial media and that is now a Rule of Law.  For an independent fee-only Financial Advisor (RIA), being a fiduciary will matter a great deal […]

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Complex Sales Campaign Design with Closed Loop Marketing

Corporations with complex, high-consideration sales are often accused of Complex Sales Campaign Designfocusing on the short-term, which is inevitably reflected in their demand generation or campaign strategy. This generally means that marketing and sales are not aligned and operating to some degree as silos. With short-term horizons, the campaign communications focus tends to be on sales driven, tactical programs designed to seek out “hot leads”.

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Riskalyze Review: Quantitatively Gauge Investor Risk Tolerance

Recent studies indicate that financial advisors expect continued strong demand for their services in the next year.  Russell Investments third-quarter Financial Professional Outlook indicated that Advisors remain bullish about the capital markets looking out over the next three years. However, they worry about investors’ emotional response to market events that could harm their businesses and their clients’ well-being, The […]

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Robo-Advisors and Capturing the Next Generation Investor

Many independent financial advisory firms are at an inflection point, facing disruptive changes from technology and generational transitions. Technology-Driven Transitions Emerging “Robo-Advisors” who are seemingly adept at gathering assets from Internet-savvy millennials Digital Nation: Increasing use of social media and mobile devices among all generations, and most effusively by millennials Real-time access to almost anything Generational Transitions […]

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Smarter LinkedIn Marketing for Financial Advisors

LinkedIn is the most used and most trusted social media platform that high net worth investors (HNWIs) tap to research financial decisions, according to a 2014 survey of HNWIs by Join the Dots. And they are using it across all investable asset ranges.       These HNWIs are tapping various forms of content to inform the financial decision […]