Marketing: You know you need to do it, but many advisors avoid it. As Olivia Mellan says in her August column, “‘Selling’ Yourself With New Clients,” some advisors actually find the “need to ‘sell’ themselves with distaste and disdain.”
The August issue of Investment Advisor focuses on the special challenges marketing poses for advisors and what they can do to overcome them.
It doesn’t have to be hard. As Raymond James’ Mark Smith expounds in the cover story, a simple lunch meeting put him in front of some of the largest firms in town.
Also this month, resident marketing expert Peter Montoya proposes three rules for marketing within your own community at a time when prospects unlikely to be willing to trust you.
Click through the following pages to view the August features.
Read the August issue of Investment Advisor.
Social media, company websites, e-blasts, newsletters—with new regulation and client saturation, can anyone’s marketing message really get through? Editor in Chief John Sullivan got Raymond James’ top advisor Mark Smith to answer that very question and found the answer was a lot simpler than Twitter, SEO or link building. In fact, it starts with lunch.