Advisor Marketing Matters™ Blog

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Jun 24

What Will You Do Differently In the Event of a Market Downturn?

Posted by ccampeau in Web Development , Robo-advisers , Referral Marketing , Practice Development , Mobile Friendly Websites , Marketing , eMail Marketing , Custom Branded Content , Blogging , Articles

bull vs bearAs of June 15, 2015 the current bull market entered its 325th week. That ranks it as the third longest bull market in the last eighty years and the fourth strongest with a total gain of 209% (source: Standard & Poors). Given that the length of this bull market is almost twice as long as the average duration of 177 weeks, many see the risks for a market correction increasing.

May 29

The Key to Client Happiness

Posted by ccampeau in Practice Development , Mobile Marketing , Marketing , eMail Marketing , Content Development , Blogging , Articles

key to futureClients want to know that you’re thinking about them both in terms of their portfolio’s performance and also as it relates to life events and how those events impact the their financial plans. Prospects are trying to assess if your firm represents a good fit for their wealth management needs. Both groups are interested in expanding their financial knowledge.

Jan 22

What is Your Content Marketing Budget?

Posted by ccampeau in Social Media , Practice Development , Marketing , Content Development , Blogging , Articles

social communicationFor most financial advisor firms the answer to this question would likely range between zero and several hundred dollars per year.  The reasons behind the slow adoption rate of content marketing as part of FA practice development programs are unclear, particularly in light of the importance of social communications in the digital age.

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