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Marketing 101 for Financial Advisors

December 11, 2017

Marketing 101 for Financial Advisors

October 25, 2017 | Berk Dikmen | Advisor Websites

Great marketing is not easy. But it is necessary to grow and expand. In the financial services industry where pretty much everything you’re “allowed” to do is strictly regulated, achieving great marketing becomes even more of a challenge. A vast majority of financial advisors are not marketers by trade, so more often than not, they’re not sure where to start.

We’ve put together this informative Marketing 101 article for financial advisors willing to up their marketing game. The resources and other articles linked here are designed to give you ideas and point you in the right direction.

DEFINE “YOU”: CRAFT YOUR MESSAGE
Crafting your message is easier than you think it is. All you need to do is to answer a simple question until you’re satisfied with what you find: “Why?”. What’s great about this question is it forces you to dig deeper. By discovering the details that you didn’t even know were there, it makes your marketing more effective and paints a clearer picture about your practice.

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Ramón A. Rivera-Ramos
Blue Vault Nontraded REIT and Nontraded BDC Reviews
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Blue Vault helps me to stay well informed on the financial status of both open and closed nontraded REITs and BDCs, so that I can help my clients better understand the product, before they make the decision to invest and after.