Author Archives: TJ Beard

About TJ Beard

TJ Beard is a Marketing Content Specialist at ZoomInfo. Prior to ZoomInfo, he worked in content marketing and writing on the agency side in the UK.

6 Marketing Solutions for Financial Advisors

Due to the legal issues with compliance, many advisors choose to avoid the headache and stay away from digital marketing. This is a wasted opportunity. There are ample marketing solutions that can help you increase your online presence while staying FINRA compliant. So whether you’re just starting out or trying to grow your business, there are a host of marketing tactics financial professionals can employ to increase their market share.

Read on for the top 6 marketing solutions for financial advisors!

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Finance’s Recruiting Problem: How to recruit – and keep – the best financial advisors

Did you know that the average financial advisor in the United States is older than 50 years old? Or that only 5 percent of advisors are younger than 30? (Source: Accenture)

In fact, research group Cerulli Associates has found that the number of financial advisors in the U.S. has fallen every year since 2010. Advising firms have been plagued by a decreasing workforce, which will only get worse, as Cerulli claims that approximately 100,000 more advisors will retire over the next decade. Corroborating this claim is Richard Stein, a partner at Caldwell Partners, who has calculated that 50% of today’s advisors will retire within the next 15 years.

If not addressed head on, a talent shortage will have far-reaching consequences. As more advisors retire, there will be fewer people to take over leadership positions which endangers not only their practice, but the wellbeing of their clients as well.

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How to Create an Email Marketing Strategy for Logistics

 

Email marketing is one of the most effective and efficient forms of marketing. Though not commonly used in logistics, email marketing has the potential to increase engagement and brand awareness amongst shippers, and can help your organization grow. If you haven’t done any email marketing in the past, creating a new strategy from scratch might sound daunting. So here is a step by step guide on how to get started with email marketing for logistics.

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What’s Your Niche? The Top 5 Niches for Financial Advisors

With the addition of robo-advisors and nearly 300,000 advisors crowding the financial sector, differentiation is the key to growing your business (Source: Cerulli Associates). Determining a niche and becoming an expert within it will require hard work and data-driven marketing tactics to successfully build your reputation.

In fact, only 30% of American workers are currently working with a financial advisor, which leaves plenty of room for specialized advisors to grow their market share. Continue reading to learn more about areas of potential growth for financial advisors today. Read More

5 Ways Recruiters Can Embarrass Their Company

Whenever you’re in an outward facing position, there’s always the chance your missteps can come to have a negative impact on your company’s reputation. Before you know it, clients will begin to steer clear of your company for your unprofessional way of doing business. And especially with the transparency of Glassdoor and Yelp reviews, every touch point with a candidate needs to be a positive one.

To help maintain your good reputation, here are the top 5 recruiting mistakes to avoid: Read More

5 Ways Recruiters Can Improve Client Retention

Recruiting is a competitive industry, and it’s not uncommon for one company to partner with multiple recruiting agencies. But if you want to become your client’s trusted talent partner and ensure you retain their business year after year, you’ll need to move away from “quick wins” and focus on long-term strategy.

To help you get started, here are 5 ways recruiters can improve client retention: Read More

8 Productivity Tips for Recruiters

The most valuable asset a recruiter has is time. Constantly bouncing between taking calls, sourcing candidates, searching for contact data or responding to emails, there’s no shortage of work to be done. Because of this, our attention is constantly being diverted away from what we’re working on with distractions lurking behind every corner. Allowing yourself to become distracted, disengaged or unproductive can have some pretty severe consequences. The most common of which is additional stress from inefficient use of time, but recruiters also run the risk of missing quotas, letting candidates fall through the cracks and, if left unchecked, termination.

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