Covisum Blog

Few financial advisory firms can survive without a steady stream of new clients to sustain and grow their practice. Although most advisors receive sales training as part of their education, their marketing training is often outdated—especially when it comes to inbound marketing to an online audience. Inbound marketing can be one of the most valuable ways for financial advisors to generate leads and convert new clients. This value only increases over time as your investments into building an online presence increase your visibility and grow the number of leads reaching out for more information. That said, effective inbound marketing starts by identifying a goal. It’s not enough to say you want to market your business; you first need to know what goals you’re trying to achieve. Once you’ve identified those goals, you can create an inbound marketing strategy to achieve those goals. With that in mind, let’s assume your goal is to attract new leads that will become clients for your financial planningf firm. What’s the best way to pursue this goal through inbound marketing? Here are five proven strategies you’ll want to try.

You know that seminars are a great way to attract prospective clients. We've created a list of 10 best practices to help you make your next seminar a success. Use these tips to attract the right prospects and polish your presentation.

While many industries have shifted their marketing efforts to become exclusively digital, direct mail remains an effective marketing tool for many financial advisors, and many of our advisors have found success building their brand over time with direct mailers.