As a direct result of the crowded financial sector, differentiation is key to growing your business. As a financial advisor, the only way to become an expert within a new, niche target market is through hard work and specific data-driven marketing tactics.
The good news, however, is this: Only 30% of American workers currently work with a financial advisor, which leaves plenty of room for specialized advisors to grow their market share (source). Continue reading to learn more about areas of potential growth for financial advisors today. Continue reading “The Top 5 Target Markets for Financial Advisors”
Robo-advisors are to financial planning as Uber was to taxi services: disruptive. According to a report by MyPrivateBanking, assets being managed by all registered investment advisors now total around $5 trillion, with robo-advisors managing roughly $14 billion of those assets. If not already a cause for concern, this amount is set to increase over the next few years. Continue reading “Problems with Robo Advisors: A Guide for Humans”
As a sales professional, you know how difficult it can be to reach decision makers. Maybe they’re too busy for a phone conversation or you’re just not targeting the right people. Whatever it may be, if you’re looking to shorten the sales cycle, you need to understand who your best buyers are in order to fuel your pipeline with new contacts. Continue reading “6 Ways to Generate More Logistics Leads”
In order to be a successful executive recruiter, you have to be aggressive. In other words, you have to be a shark. ZoomInfo recently partnered with top executive recruiter David Perry to learn what it takes to recruit like a shark. David has achieved an unbelievable 99.97% success rate and negotiated in excess of $300M in salaries, so needless to say, he knows what he’s talking about.
Continue reading “Executive Recruiting Tips [Infographic]”
Nothing is more disheartening than spending the time preparing for a meeting with a prospective client, only to have them walk away without closing. Not only is that prospect gone, but so is the time you could have spent courting someone else.
Continue reading “Convert Your Financial Advisor Prospects into Clients”
If social recruiting has been buzzing in the recruiting world for such a long time, then why are so many organizations still getting it wrong? As with any new hot trend, as soon as it comes on the scene companies jump at being part of it without doing due diligence and spending the time to create a sound strategy.
A lot of people don’t even understand what social recruiting really is, mistaking it for simply posting job listings on your corporate Twitter account.
Continue reading “6 Social Recruiting Mistakes”
In the age of the internet, transparency rules. Instead of taking financial advisors on their word, customers are going online to check credentials, performance, reviews and more. In order to be successful, advisors need to make sure they stand out from the crowd. Continue reading “7 Things Financial Advisors Need to Know [Infographic]”
Diversity hiring initiatives are rarely the number one concern of businesses, and LinkedIn’s 2015 Global Recruiting Trends report demonstrates this perfectly. In fact, only 9% of small companies prioritize diversity hiring.
Large companies fare slightly better with 15% of them making diversity hiring a priority. However, it’s also worth noting that diversity was not mentioned at all in LinkedIn’s 2016 Global Recruiting Trends report. Continue reading “4 Ways Technology Can Improve Diversity Hiring”
Due to the legal issues with compliance, many financial 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 our guide to marketing financial advisors!
Continue reading “A Guide to Marketing for Financial Advisors”
Due to recent economic downturns, people have become more cautious in their careers. In fact, most workers now stay in their jobs longer, opting for the stability and security of their current positions. This poses a big problem for recruiters, as passive candidates are less likely to consider new opportunities. Continue reading “How to Source Passive Candidates”