Marketing for Financial Advisors: Build Your Business by Establishing Your Brand, Knowing Your Clients and Creating a Marketing Plan

Business & Finance, Finance & Investing, Investments & Securities
Cover of the book Marketing for Financial Advisors: Build Your Business by Establishing Your Brand, Knowing Your Clients and Creating a Marketing Plan by Eric T. Bradlow, Keith E. Niedermeier, Patti Williams, McGraw-Hill Education
View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart
Author: Eric T. Bradlow, Keith E. Niedermeier, Patti Williams ISBN: 9780071605151
Publisher: McGraw-Hill Education Publication: March 22, 2009
Imprint: McGraw-Hill Education Language: English
Author: Eric T. Bradlow, Keith E. Niedermeier, Patti Williams
ISBN: 9780071605151
Publisher: McGraw-Hill Education
Publication: March 22, 2009
Imprint: McGraw-Hill Education
Language: English

To financial advisors who ask, “Who has the time and money for marketing?” the authors have an important piece of advice: Treat your practice like a small business, or you will be put out of business.

In an economy in flux, prospective clients are hesitant to put their financial future in the hands of just anyone. This is where Marketing for Financial Advisors comes in. The definitive marketing book designed specifically for financial advisors, it provides all the basic marketing skills you need to attract high-net-worth clients quicker and in greater numbers than ever. Putting the authors’ proven techniques to use, you can immediately build your client base by:

  • Establishing brand and reputational awareness
  • Developing a differentiated value proposition
  • Creating a “word-of-mouth” army
  • Understanding your clients’ psychology
  • Focusing on a niche segment of clients
  • Building a sophisticated marketing campaign
  • Writing an effective marketing plan
  • Determining the ROI of your marketing spend

Faculty members of the Wharton School’s marketing department, the authors base much of their advice on a study of more than 800 financial advisors. Throughout the text, proven marketing approaches are combined with real-world insights from these successful advisors.

Marketing for Financial Advisors opens the door to an entirely new perspective on your business. You will begin to view yourself as an entrepreneur and understand that an investment in marketing is an investment in the future of your business.

Whether you already run a successful financial advisory firm or plan to start one, you must build customer relationships through marketing if you want to survive and profit for years to come. Take your first steps as a small-business entrepreneur using Marketing for Financial Advisors as your guide.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

To financial advisors who ask, “Who has the time and money for marketing?” the authors have an important piece of advice: Treat your practice like a small business, or you will be put out of business.

In an economy in flux, prospective clients are hesitant to put their financial future in the hands of just anyone. This is where Marketing for Financial Advisors comes in. The definitive marketing book designed specifically for financial advisors, it provides all the basic marketing skills you need to attract high-net-worth clients quicker and in greater numbers than ever. Putting the authors’ proven techniques to use, you can immediately build your client base by:

Faculty members of the Wharton School’s marketing department, the authors base much of their advice on a study of more than 800 financial advisors. Throughout the text, proven marketing approaches are combined with real-world insights from these successful advisors.

Marketing for Financial Advisors opens the door to an entirely new perspective on your business. You will begin to view yourself as an entrepreneur and understand that an investment in marketing is an investment in the future of your business.

Whether you already run a successful financial advisory firm or plan to start one, you must build customer relationships through marketing if you want to survive and profit for years to come. Take your first steps as a small-business entrepreneur using Marketing for Financial Advisors as your guide.

More books from McGraw-Hill Education

Cover of the book The Complete Book of Boondock RVing : Camping Off the Beaten Path: Camping Off the Beaten Path by Eric T. Bradlow, Keith E. Niedermeier, Patti Williams
Cover of the book Large-Scale Solar Power System Design (GreenSource Books) by Eric T. Bradlow, Keith E. Niedermeier, Patti Williams
Cover of the book McGraw-Hill's PCAT by Eric T. Bradlow, Keith E. Niedermeier, Patti Williams
Cover of the book How to Do Everything with Your Scanner by Eric T. Bradlow, Keith E. Niedermeier, Patti Williams
Cover of the book Facilitating Children'S Learning In The Eyfs by Eric T. Bradlow, Keith E. Niedermeier, Patti Williams
Cover of the book Water Quality & Treatment: A Handbook on Drinking Water by Eric T. Bradlow, Keith E. Niedermeier, Patti Williams
Cover of the book Strategic Lean Mapping by Eric T. Bradlow, Keith E. Niedermeier, Patti Williams
Cover of the book Media And Society by Eric T. Bradlow, Keith E. Niedermeier, Patti Williams
Cover of the book The Intracoastal Waterway, Norfolk to Miami : The Complete Cockpit Cruising Guide, Sixth Edition: The Complete Cockpit Cruising Guide, Sixth Edition by Eric T. Bradlow, Keith E. Niedermeier, Patti Williams
Cover of the book Perfect Phrases for Business School Acceptance by Eric T. Bradlow, Keith E. Niedermeier, Patti Williams
Cover of the book American Sign Language Demystified with DVD by Eric T. Bradlow, Keith E. Niedermeier, Patti Williams
Cover of the book Disrupting Class: How Disruptive Innovation Will Change the Way the World Learns by Eric T. Bradlow, Keith E. Niedermeier, Patti Williams
Cover of the book Strategies for the Green Economy: Opportunities and Challenges in the New World of Business by Eric T. Bradlow, Keith E. Niedermeier, Patti Williams
Cover of the book 5 Steps to a 5: AP Chemistry 2019 by Eric T. Bradlow, Keith E. Niedermeier, Patti Williams
Cover of the book Oracle Database 12c Install, Configure & Maintain Like a Professional by Eric T. Bradlow, Keith E. Niedermeier, Patti Williams
We use our own "cookies" and third party cookies to improve services and to see statistical information. By using this website, you agree to our Privacy Policy