In a previous article, we considered why financial advisors need to niche down to stay above the fray and build a loyal audience. The globalized economy and increasing technological advancements have increased the competition that businesses, including financial advisors, face. Read more…
Technological advances have made the world a global village where businesses can now access markets beyond their immediate location. While this globalization has been the key to many businesses’ growth, it has led to intense competition. Many people have seen Read more…
Last week, we looked at some articles that exemplify the use of storytelling as a content strategy. In my review of the articles, I pointed out what they did right and other things they could have done better. In this Read more…
In a business climate dominated by numbers, graphs, and data, financial advisors who want to excel need to employ the power of storytelling. There are two ways to gain clients with storytelling: telling particular stories like passion story, business story, Read more…
From Content to Customers: A New Approach to Content Marketing Introduction Research by Hubspot reveals that seventy percent of marketers invest in content marketing, with 40% claiming it is a very important part of their strategy. Content marketing is prevalent Read more…
Examples of financial advisors who embrace storytelling Financial advisors who want to gain more clients must embrace storytelling. That was the highlight of last week’s article. In a world of numbers, graphs, and charts, financial advisors who want to excel Read more…
Introduction The business world is a world of numbers, graphs, and charts. You can hardly succeed in any business environment if you don’t know how to design PowerPoint slides and create graphs and charts. There is a heavy focus on Read more…
Financial advisors have real problems that content marketing can solve. In a previous article, we considered six of those problems – managing clients’ expectations, fees compression, disintermediation, communicating values, staying in touch, managing information – and the solutions content marketing Read more…
Introduction It’s no longer news that consumers of today are increasingly tired of being sold to. In 2019, nearly 25.8% of internet users in the United States used an ad blocker, according to Statista. Consumers don’t want brands to treat Read more…
Everything you Need to Know about Capital Gains Tax While capital gains tax is simpler than income tax, we tend to pay less attention to it. However, it is impossible to achieve tax efficiency without a clear understanding of the Read more…