Javelin Marketing Blog

The financial advising business will get tougher because your prospects are getting smarter. Are you getting
smarter, too? Fifteen years ago, stockbrokers had an edge in that people had to call them for midday stock quotes. Financial professionals also had an edge, as they had product information and the prospect did not. That’s all changed. If [...]

 
It amazes me that most financial advisors go through their career saying the same things as their competition, selling the same products an services and never setting themselves apart. Why would any client come to you if you are not different than your competition? If you don’t have an answer, it may be why your [...]

The advisor explained, “I don’t get it. I used to get 60 people to my seminar and I am doing the exact same thing and now I’m lucky to get 15 people. I guess seminars don’t work anymore.”
This type of lunacy is common. The old definition of lunacy is “doing the same thing and expecting [...]

If you don’t have an aggressive financial advisor marketing plan to keep clients, you will lose them.
In the past, marketing plans were all about how to get clients. But now, there are several factors which force you to focus on client retention or else they will say “bye bye.” The factors are:

The level of trust [...]