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Category: Marketing

11 posts categorized as "Marketing"

How SMAs Can Help You Get into the HNW Game

October 2, 2018

The ability to attract and serve high-net-worth (HNW) investors is essential to growing advisor businesses. HNW clients provide an obvious benefit to an advisor’s bottom line – particularly under the AUM-based fee model that has become standard in our industry. They are also a great source of efficient and scalable growth. An advisor generating greater…

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How to Sell Financial Advice – Lessons from a Used Car Lot

September 27, 2018

Scott Rowe, Marketing Specialist There are a lot of places an advisor can go to for insight on how to better run their business. A used car lot probably isn’t one that comes to mind, but that just might be the best place to learn how to sell products and services that look and feel…

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Social Media 101 for Financial Advisors

June 14, 2018

Social media is quickly becoming one of the most effective and important tools for advisor-investor communication. When used correctly, social media creates a refreshing connection between you and your clients. It gives you a platform to have real conversations, share ideas, and get to know your audience, naturally. But with that comes increased risk. We’ve…

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Most of Your Clients Probably Hear Laurel, and That’s a Problem

May 25, 2018

Which is it, Yanny or Laurel? This short audio clip has taken the internet by storm, with listeners firmly planted on each side. Some hear a high-pitch, “Yanny”, while others a low-pitched “Laurel”. So, which is it? While there doesn’t seem to be a definitive answer, experts have provided one explanation to the dichotomy – age…

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How to Sell Separately Managed Accounts

May 4, 2018

In all things, a targeted approach is better than a generalist approach. When you have a clogged pipe, you call a plumber. When your roof leaks, you call a roofer. When you’re dealing with High-Net-Worth (HNW) investors, you use investment vehicles designed for HNW investors. Enter Separately Managed Accounts (SMAs) – privately managed investment accounts…

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How About This Weather? – The Most Relevant Advisor Question

April 16, 2018

How about this weather? How many awkward conversations have you dropped that line in lately? Maybe the most clichéd conversation filler ever used, “how about this weather?”, could be the perfect way to introduce market volatility and investment diversification into your client conversations. Let me elaborate. The Cincinnati area breeds volatile weather (where we are…

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How to Attract High-Net-Worth Investors – Infographic

March 29, 2018

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How to Sell Yourself – 8 Points for Every Financial Advisor

March 28, 2018

Why work with a financial advisor? Easily answering this basic question is key to creating buy-in among prospective clients. We’ve compiled a quick list of the 8 top benefits of working with a financial advisor to help you clearly communicate your value proposition. Feel free to steal these (really, we don’t mind) to simplify your…

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The Way to Your High-Net-Worth Client’s Heart May Be Through Their Computer Screen

March 1, 2018

“There are more millionaires in the U.S. than ever before”. You’ve probably heard this industry buzz-statement more times than you can count. It’s no secret that wealth creation from our current bull market has been substantial. Naturally, the opportunity to secure a high-net-worth business is growing. But is your firm positioned to attract high-net-worth clients?…

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5 Reasons Robo Technology Needs to be in Your 2018 Strategy

November 29, 2017

Can you feel it? It’s that time of year again – where our newsletters and social feeds are filled with annual recaps, reminiscing of the year’s progress, and hopeful predictions for what’s to come in 2018. With hopes of striking a balance between learning from the past and looking toward the future, we’ve sorted the…

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Advisor Value Simplified – The Three S’s

June 15, 2017

In the age of robo-advice and easy-access digital investing, explaining your value as an advisor has never been more important. To help simplify your value proposition, better connect with clients, and develop stronger advisor-investor relationships, we’ve create the, “Three S’s of Advisor Value”. The Three S’s Strategize – Laying the foundation for solid portfolio construction….

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TAMP Talks 2019: Discover what a TAMP should be!
This fall, we’re rolling out new platform improvements, tech tools, and experiences that will help you manage your firm more confidently. The first of our 30+ events kicks off October 15th in Atlanta, Georgia.

Learn More & Register