Financial Services Archives - advisorexpressions.com

Why don’t people get financial plans?

Knowing the barriers can help financial advisors better clarify the benefits of this valuable service. . An opportunity… . Many people have a need for a financial plan and are interested in the benefits but stop short of reaching out...

December 22, 2022

Free Retirement Plan Contribution Limits Campaign

Financial Services Marketing Social Media

Free Retirement Plan Contribution Limits Campaign

Send out this ready-to-use chart and messaging. . We feel generous as the new year begins. So please accept a free marketing campaign to use with your clients or prospects. We have included sample messaging, a flyer and a graphic....

January 2, 2022

Finally! Testimonial Changes on the Horizon for Financial Advisers

Financial Services Marketing

Finally! Testimonial Changes on the Horizon for Financial Advisers

We recap some highlights of the SEC marketing rule update for investment advisers.Modern buyers will frequently reference reviews online when buying goods or services. However, financial advisers have been left out in the cold from this prevalent part of the...

May 6, 2021

Social Media Tips for Financial Professionals

Financial Services Marketing Social Media

Social Media Tips for Financial Professionals

Many advisors are hesitant to use social media. If not for compliance concerns, the lack of time to learn and maintain social accounts while running a practice deters them from using it. Some advisors opt to use automated tools that...

October 19, 2019

I experienced what my financial advisor warned me to plan for…

Financial Services

I experienced what my financial advisor warned me to plan for…

Now I see how people end up in financial ruin in a short amount of time if you don’t follow the ‘best practices’ advisors talk about. . I do marketing and branding work for financial advisors. This means I have...

December 8, 2018

NTSA Social Media Beginner Breakout Resources

Financial Services Social Media

NTSA Social Media Beginner Breakout Resources

We are thrilled to participate in the 2017 NTSA 403(b) Masters Summit. We will be running a breakout session on the basics of social media for financial advisors. The presentation covers how to set up an business account on Facebook,...

January 24, 2017

Financial Services Marketing

Avoiding Tax Erosion in Wealth and Estate Planning

I recently attended a seminar by Jonathan Blatmachr, one of the country’s most creative trust and estate lawyers. His approach to increasing investment returns while minimizing tax erosion on those returns in wealth and estate planning was impressive. While we...

October 24, 2016

Financial Services Marketing

5 Non-Boring Client Event Ideas

Want to offer a client appreciation event or open house that will actually draw a crowd? . Offering an educational seminar or speaker will always attract interest. Of course, providing food doesn’t hurt. Advisors who don’t offer food are often...

July 29, 2016