How to Get Ahead of 99% of Financial Advisors

By Sara Grillo via

No doubt, financial advisor marketing is one of the toughest games around. Unfortunately with the pressures of running your practice, the brand is something most financial advisors put last.

The reality is that 99% of financial advisors (RIA firms, insurance agents, wealth managers, financial planners) are saying the same exact thing. If you want to make it in this business, the only choice, the only way to go, is to lay a solid foundation with a nice, big brand.

This article is going to discuss why relying on your referral sources (as most financial advisors do) for leads is not viable, what exactly a big brand is, examples of good and bad branding, and how to go about creating a nice, big brand.

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