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Investment Advisor Marketing: A Pathway to Growing Your Firm and Building Your Brand
Most financial advisors understand the basics of investment advising and retirement planning. But what many independent investment advisors fail to understand is just how all that expertise can go to waste unless the practical aspects of advising are supported by effective marketing. It's pretty simple: You need clients to grow your business and be successful!
In Investment Advisor Marketing: A Pathway to Growing Your Firm and Building Your Brand, long-time business partners Scott Hanson and Pat McClain provide an A-Z guidebook of their over two-decades of marketing expertise. Dispensed in a concise, direct, accessible voice, they provide page after page of practical marketing knowledge gained from their over 20 years of experience in founding, building and promoting four successful companies. From the lessons learned during their early lean years of shoestring budgets, to contracting with literally dozens of outside marketing firms, and leading right on up to 2013 and hundred thousand dollar marketing spends, Hanson and McClain tell you what they've done, how they've done it, and what you should do to successfully market yourself and your firm. Topics include: Marketing for beginners, radio for any budget, common mistakes to avoid, how to identify and crack a true niche market, effective and accessible analytics-how to determine if your marketing efforts are working-brand building, the value of inexpensive community involvement, and much more! Investment Advisor Marketing: A Pathway to Growing Your Firm and Building Your Brand is a no-holds barred educational revelation for the foundation of any investment advisory practice: marketing.
In Investment Advisor Marketing: A Pathway to Growing Your Firm and Building Your Brand, long-time business partners Scott Hanson and Pat McClain provide an A-Z guidebook of their over two-decades of marketing expertise. Dispensed in a concise, direct, accessible voice, they provide page after page of practical marketing knowledge gained from their over 20 years of experience in founding, building and promoting four successful companies. From the lessons learned during their early lean years of shoestring budgets, to contracting with literally dozens of outside marketing firms, and leading right on up to 2013 and hundred thousand dollar marketing spends, Hanson and McClain tell you what they've done, how they've done it, and what you should do to successfully market yourself and your firm. Topics include: Marketing for beginners, radio for any budget, common mistakes to avoid, how to identify and crack a true niche market, effective and accessible analytics-how to determine if your marketing efforts are working-brand building, the value of inexpensive community involvement, and much more! Investment Advisor Marketing: A Pathway to Growing Your Firm and Building Your Brand is a no-holds barred educational revelation for the foundation of any investment advisory practice: marketing.
150 pages, Hardcover
First published October 11, 2013
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