SEI: Successful Advisor Marketing Resolves To More Shots On The Goal Of More Effective Referrals Hot

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SEI just put out a new survey of advisor prospecting habits connected to its new marketing white paper. There are already plenty of surveys out there and, like most of them, this one only tells advisors what they're doing wrong.

 

Yes, nobody is making cold calls any more. It might be more surprising to hear that so few advisors have ever met a viable prospect online. 

 

And it's important to repeat that most advisors just aren't taking advantage of their referral opportunities the way they should.

 

But the really interesting stuff is in the white paper. For advisors who haven't gotten any formal training in how to promote their brands in the modern world -- or even back in the world before cell phones -- it's a great overview of the process, littered with actionable tips to try.

 

More white papers should look like this. Out of the 10 big tips and dozens of smaller ideas "to try now," I bet every advisor can find at least 5 short exercises to try here.

 

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With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

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