Marketing for Financial Advisors: Build Your Business by Establishing Your Brand, Knowing Your Clients and Creating a Marketing Plan
The definitive guide to marketing your way to growth and profits&#8220;This book will yield the greatest return to those financial advisors who are &#8216;long&#8217; on investment experience, but &#8216;short&#8217; on marketing savvy.&#8221;&#8212;Sam Stovall, Chief Investment Strategist, Standard & Poor&#8217;s Equity Research&#8220;Marketing for Financial Advisorsdemystifies marketing jargon and provides practical, concrete tools that time-constrained advisors can use to not only maximize ROI but, more importantly, develop a client-centric marketing orientation that can better meet client needs.&#8221;&#8212;Stephen Horan, Ph.D., Head of Professional Education Content and Private Wealth, CFA Institute&#8220;Every financial advisor should read this book, especially if he or she thinks the competition will. I have never seen a marketing treatment as on-target for financial advisors interested in managing their practices well for both their and their clients&#8217; well-being.&#8221;&#8212;Christopher C. Geczy, Ph.D., Academic Director, Wharton Wealth Management Initiative, and Adjunct Associate Professor of Finance, the Wharton School&#8220;The authors have provided the framework for financial advisors to institutionalize the best practices of more than 800 top advisors.&#8221;&#8212;Eva Vitale, Learning Executive, Insurance Industry