Recency bias is probably playing a role here, but I think this is one of the most asked questions when it comes to advisor marketing. I bring up recency bias because I just saw the question in an advisor Facebook Group last week for the second time in about two...
One of the biggest pain points with financial advisor marketing is that it’s often a financial advisor in charge of the marketing. In fact, you may have landed on this blog because you’re an advisor spearheading the marketing for your RIA – whether it’s by choice or...
In our first episode of the Emerging RIA Podcast, host Dan Corcoran sits down and covers what we hope to accomplish with this podcast, geared toward financial advisors and marketing professionals at RIA firms. Dan dives into his background in financial advisor...
The start of a new year is a natural time for re-evaluating our business processes and deciding if we need new tools to help accomplish our goals. And if the start of the year doesn’t make you reconsider the software your financial advisory firm is using, then tax...
Before the debut of Google Search in 1998, people found a local financial advisor through analog means – white pages of the phone book, seeing signage while driving around, or, more likely than not, referrals from friends and family. But, as Google and other search...
