Your Client Doesn’t Want you on Facebook

A Survey conducted by Putman Investments found that the majority of financial advisors are gaining new clients through social media and they are active on at least 5 social networks. This helped them report an increase in AUM through digital channels. But HNW clients are not so sure However, according to Temenos, almost two thirds…

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WHY ARE YOU SCARED OF NARROWING YOUR TARGET?

I have heard it once and again: “We can serve target market A, B, or C. And we can provide all of the services they require.” Deeply narrowing a target market and servicing is something every single entrepreneur – and sales executives or financial advisors – have been at one point or another at least…

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The marketing traits of highly successful financial services firms

For boutique financial services, stand-alone marketing is counterproductive By Alejandra Slatapolsky Slata Financial Marketing Financial institutions have been selling to customers the same way they did half a century ago. This is especially true of boutique asset managers, family offices and wealth management firms that target ultra high-net-worth clientele. However, it’s no news that consumers,…

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