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Advisor Branding

BY Nevin E. Adams, JD | 11/29/2022
Most of the attempts to affix a value to having an advisor tend to focus on investment returns or cost savings. Both are valid, objective measures that can have a real, substantive impact on... Read More
BY Ted Godbout | 9/15/2021
Developing a “digital doppelganger” that’s working for you 24/7 to establish an online presence and develop name recognition can be the make-or-break difference in closing a deal, advises retirement... Read More
BY Rebecca Hourihan | 1/23/2020
Your friend’s Facebook account was hacked, your neighbor was part of the Equifax data breach, your client’s credit card was charged fraudulently, but never do you think it could happen to you.... Read More
BY Rebecca Hourihan | 1/24/2019
Are the majority of your plan participants invested in the QDIA or are they taking the time to select their own investment allocations? For those who are going it alone, do you think they are... Read More
BY Rebecca Hourihan | 1/2/2019
“If the internet says you’re an expert, then you’re an expert.”At the 2018 ASPPA Annual Conference in October, I heard that during one of the roundtable discussions. Wow, what an insightful comment.... Read More
BY Rebecca Hourihan | 12/13/2018
In a conference room, 40 financial advisors are sitting and waiting for the event to begin. My task is simple: welcome everyone to the Atlanta Regional Workshop and introduce the first speaker.With... Read More
BY Rebecca Hourihan | 8/16/2018
Why would any business ever want to differentiate? Why would any professional want to be known for something unique? That seems like a terrible idea; wouldn’t it be much better to do everything, like... Read More
BY Nevin E. Adams, JD | 7/16/2018
Is your 401(k) business being pressured by the competition? Here’s a way to expand and deepen your current relationships — and create opportunities with new prospects as well.Intensifying competition... Read More
BY Ted Godbout | 4/18/2018
Is your firm still using outdated marketing practices to try to generate new leads? That apparently won’t cut it if you want to survive in today’s market.To increase your reach with potential clients... Read More
BY Rebecca Hourihan | 3/1/2018
The more places a plan sponsor can find you, meet you, and get to know you, the more “at bats” your firm will receive.A few days ago, a team member shared a story about a recent advisor phone call.... Read More
BY Rebecca Hourihan | 2/15/2018
Did you know that plan sponsors are personally solicited for plan business four times a year on average?Your rivals are meeting with your plan sponsor clients, demonstrating expertise through blog... Read More
BY Rebecca Hourihan | 12/28/2017
At a recent conference, I had the rare moment to go outside and walk around the city – when I noticed something odd.As I strolled through the streets, being the marketing enthusiast that I am, I... Read More
BY Rebecca Hourihan | 11/20/2017
About six months ago, I decided to put my rental condo up for sale. However, after too many lowball offers and back-and-forth negotiations, I got frustrated and took it off the market. To add to the... Read More
BY Rebecca Hourihan | 10/19/2017
Did you know that Missy Schoedel is a competitive power lifter? She held two state records and competed at Worlds last year in Las Vegas. However, if you meet her at a 401(k) conference, you could... Read More
BY Rebecca Hourihan | 10/4/2017
Think of all the articles that have been published this year. What do you think are the top-trending retirement plan words?This is important for retirement plan advisors to know about because plan... Read More
BY Rebecca Hourihan | 9/6/2017
“I love when all of a company’s marketing looks different,” said no consumer ever.A couple of weeks ago, we met with a retirement plan advisory office and they were walking us through their existing... Read More
BY Rebecca Hourihan | 8/24/2017
As throwbacks are becoming the new norm, I was thinking about “traditional marketing” and if there might be a new place for some throwback ideas.This year has been a wedding season to remember, with... Read More
BY Rebecca Hourihan | 7/13/2017
It’s not a secret. The retirement plan business is relationship-based. Most of us have said this before and intrinsically, we understand; however, let’s find out what the data says. In a recent... Read More
BY Rebecca Hourihan | 7/5/2017
Okay, you just got a referral. What is the first thing you do? I bet you Google them, right? Well, guess what? These prospects are going to Google you, too!Let’s take a digital journey and find out... Read More
BY Rebecca Hourihan | 6/28/2017
A brand is the feeling and sensations that your clients, prospects and centers of influence experience when they work with you. It’s the feelings and sensations.Every touchpoint from your website,... Read More
BY Rebecca Hourihan | 5/25/2017
A hundred years ago, if you were ill, you went to the town doctor. That physician would see patients with all types of ailments — headaches, pregnancy, shoulder pain, surgeries, heart attacks and... Read More
BY Rebecca Hourihan | 5/18/2017
With the DOL conflict-of-interest rule, retirement plan opportunities are everywhere. For the expert, seasoned advisor, this is a golden marketing event. Today, 91% of retirement plans are serviced... Read More
BY Rebecca Hourihan | 5/11/2017
Americans are exposed to as many as 5,000 advertisements per day.[1. Johnson, Sheree. “New Research Sheds Light on Daily Ad Exposures,” SJ Insights. September 2014.] In today’s fast-paced world, we... Read More
BY Rebecca Hourihan | 5/4/2017
In a recent conversation, a very experienced retirement plan advisor shared with us that for years, he could walk into a prospective company, immediately demonstrate his value, and easily close the... Read More
BY Rebecca Hourihan | 4/26/2017
Let’s say you post on social media; a prospect sees your post and clicks over to your website. They read your biography and a little about your firm. Then the prospect gets a text. POOF! — distracted... Read More