Branding, Marketing, & Business Development for Financial Advisors


Being a successful financial advisor takes more than just having technical expertise. It also requires a strategic plan to build your client base and keep them. This is where branding, marketing, and business development play a crucial role into your success.

In this episode, I will unpack branding, marketing, and business development for financial advisors, explain the differences, and provide some best practices around each one. 

I also talked about the following:

  • (04:20) The two most important pages on your website
  • (09:46) A fatal mistake most advisors make when it comes to marketing
  • (12:10) Why I DON’T recommend posting third-party pre-approved information
  • (14:18) Why email is NOT dead
  • (16:06) What are the different elements of business development?

Related: 3 Energies All Advisors Need To Achieve Success