Marketing for Financial Advisors: Build Your Business by Establishing Your Brand, Knowing Your Clients and Creating a Marketing Plan
The definitive guide to marketing your way to growth and profits“This book will yield the greatest return to those financial advisors who are ‘long’ on investment experience, but ‘short’ on marketing savvy.”—Sam Stovall, Chief Investment Strategist, Standard & Poor’s Equity Research“Marketing for Financial Advisorsdemystifies marketing jargon and provides practical, concrete tools that time-constrained advisors can use to not only maximize ROI but, more importantly, develop a client-centric marketing orientation that can better meet client needs.”—Stephen Horan, Ph.D., Head of Professional Education Content and Private Wealth, CFA Institute“Every financial advisor should read this book, especially if he or she thinks the competition will. I have never seen a marketing treatment as on-target for financial advisors interested in managing their practices well for both their and their clients’ well-being.”—Christopher C. Geczy, Ph.D., Academic Director, Wharton Wealth Management Initiative, and Adjunct Associate Professor of Finance, the Wharton School“The authors have provided the framework for financial advisors to institutionalize the best practices of more than 800 top advisors.”—Eva Vitale, Learning Executive, Insurance Industry