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Advisor Marketing Matters™ Blog

Feb 20
2012

Energize Your Marketing Mix with Social Media

Posted by in Social Media , Practice Development , Marketing

Social Media BandwagonFact: Social media audiences and engagement levels continue to increase at an incredible rate.  ComScore’s December, 2011 report found that the “social” category accounted for 16.6% of internet minutes during the month.   At its current rate of growth, social activity could overtake portals as the “most engaging” online activity in 2012.

Feb 06
2012

Referral Marketing; The Ultimate Social Networking Tool

Posted by in Practice Development , Marketing

client networkIf your firm is performing at the industry average for client retention, you’re retaining 95.5% of your clients on a year over-year-basis.  Translated, 95 out of every 100 of your firm’s clients chose to remain with the firm.   One could infer that the firm has 95 satisfied clients and that a percentage of those clients may even be considered enthusiastic with the firm’s performance, client service, resource base and stability. 

Feb 02
2012

Where Are the Clients?

Posted by in Practice Development , Marketing

Crowd It is estimated that there are 93.3 million U.S. investors and approximately 330,000 Financial Advisors or 283 investors for every FA.   

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