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Author

Mark Stewart

Mark Stewart

    Marketing Strategies for Financial Advisors
    Marketing + Branding

    Marketing Tips for Financial Advisors [Find Success With These Strategies]

    by Mark Stewart May 18, 2018
    written by Mark Stewart

    Updated on September 6, 2023, at 12:43 PM

    Remember the days when you sent out direct mailers for seminars and other events to the masses? You’d get a decent amount of responses, the people showing up seemed to be decent prospects, and you called it a success. Or the days when you relied almost solely on family friends, and you got by.

    The Internet was barely what it is today, and if you were asked what “social media” is, you’d be terribly confused; perhaps guessing it had something to do with sharing newspaper clippings with people you knew.

    As the bearer of bad news, those days are over. They have been for years.

    Continue Reading

    May 18, 2018
    13 FacebookTwitterPinterestEmail
  • Business Development

    Electronic Application Options: Save Time and Money

    by Mark Stewart March 13, 2018
    by Mark Stewart March 13, 2018

    As a financial professional, you’ve heard of drop tickets and e-applications (e-apps). You have received emails encouraging the use of these electronic options and read that using electronic submission methods decreases issue …

    4 FacebookTwitterPinterestEmail
  • Marketing + Branding

    What Do Clients Want From a Financial Advisor? [Infographic]

    by Mark Stewart February 27, 2018
    by Mark Stewart February 27, 2018

    Updated April 4, 2024, at 10:32 AM What are your clients saying about your performance? What are they really wanting from you as their advisor? Let’s face it; dealing with people’s hard-earned …

    8 FacebookTwitterPinterestEmail
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