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. To succeed, financial advisors should carve out niches out of 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 their “local monopoly” eroded by more intense international competition. Financial 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 and grain brand equity must embrace storytelling. Consumers love stories 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 data and statistics. While there is nothing wrong with numbers, 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 provides. I found some financial advisory firms that are doing 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 them as numbers on a list or dollars on the Read more…
Below are my favourite Personal Finance Content for the outgoing week. What Lower Interest Rates Mean for You and Your Wallet – 7 Effects In this article, Brian Davis examines the effects of lower interest rates on personal finance. He focuses on the impact of lower interest rates on mortgage Read more…