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

by Eric T. Bradlow, Keith Niedermeier, Patti Williams

To financial advisors who ask, “Who has the time and money for marketing?” the authors have an important piece of 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

288 pages, Hardcover

First published July 10, 2009

Reviews

[Kirk G. Meyer · Rating 3 out of 5]

The book takes a general approach with very little about how to develop an effective marking plan. The book does provide some good general ideas that are useful to develop a plan but with some hard work on your own you can and should develop a marketing plan for your own practice.