Marketing works for all businesses - even financial advisory businesses! If you're not creating awareness around yourself, it's gonna be a struggle.

Overlooking the need for a financial plan is like going on a road trip without your iPhone for Maps. You need a clear plan to guide your financial journey.

Never skip the step of looking an advisor up online. It's like reading reviews before buying a product online - it can tell you a lot about what you're getting into. AdvisorFinder profiles help you do this.

Hiring a financial advisor without understanding what services they're offering is like ordering a mystery box - you never know what you'll get. Always clarify the services provided. When in doubt, ask.

Overestimating your financial literacy and not asking questions is not going to help you. There's no shame in learning from your financial advisor.

If you've heard financial advisors mention buckets, it means this: The Bucket strategy helps advisors plan for retirement by segmenting a client's portfolio into different asset types aka buckets, based on when the money will be needed

Communication with an advisor should be as seamless as you want it to be. Consider their communication style and ensure it fits with your expectations. If you're not happy, go find other options. AdvisorFinder makes it easy to do just that.

Specialization matters in wealth management. Some financial advisors may not grasp the unique challenges and opportunities you face. Seek out those with expertise in your domain.

Setting financial goals with an advisor is similar to your product roadmap. It's personalized, strategic, and designed for growth.

Received a message from someone who used AdvisorFinder to find an advisor. They had been a DIY investor and created their own financial plan. But after meeting with an advisor, the investor realized how backward his self-created plan was...

The first meeting with a financial advisor can be tough for both the prospect and the advisor. Setting expectations is the simplest way to avoid the awkward silence in the first meeting (and convey credibility to prospects) Few simple things to consider: For prospects: 1.

If you're in the service industry, you've likely been told to "optimize your digital footprint." Why should you care, and how can you actually improve your digital footprint? Let's dive into the first thing a potential customer or client sees. Your landing page. Considering

I've been asked, "how can I improve my website" by dozens of financial advisors. So let's fix it without breaking the bank in FOUR easy steps: 1. Straightforward top menu for easy navigation 2. Compress large images for speed 3. Avoid generic photos 4. Make your CTA's obvious

In the early days of your startup, prioritize creating value for your customers How are we doing that? We: - Meet with our customers frequently for feedback - Provide SEO/content advice not related to our business at all - Help solve problems that we may have expertise on

Let's face it... there are too many financial advisors with outdated or hard-to-navigate websites. You may be thinking, ""so what."" But here's the truth. It makes you seem less credible and trustworthy. So let's fix it without breaking the bank in FOUR easy steps: 1. Better

Do you have stock options or receive stock-based compensation but have no idea what to do about it? I've heard too many stories about people leaving money on the table because they don't know enough. If this describes you, consulting with a financial advisor may be a good

Financial advisors specialize in more ways than you think! Some advisors specialize in: - employee stock comp - working with doctors and nurses - working with retirees There are options galore at AdvisorFinder!

Financial advisors that don't engage with their clients' children are 80% likely to lose that relationship once an inheritance occurs... What can you do to reverse that? 1. Make an effort to meet the children 2. Talk to them about finances 3. Communicate with them 3+ times/year

Financial advisors - did you hear the news? AdvisorFinder just partnered with U.S. News & World Report to create the Advisor Outlook Index, and we want insights from you - financial advisors! It's a 5-question quarterly survey that could get you quoted in their coverage (yes,

They are going to AdvisorFinder 🟣 - Find a Financial Advisor to find their financial advisor AdvisorFinder is where people find financial advisors.