– Blog Marketing Your Advisory Business2021-10-11T09:57:43-04:00

Marketing your advisory business includes easy-to-implement mindset, management, and marketing strategies to help your business thrive — even in these disruptive times.

Learn how to use your best offline strategies and add online tools that give you an edge — and help you assist more ideal clients.

Marketing Your Advisory Business Blog Articles

7July 2019

What the Heck is Marketing Really About?

By |July 7th, 2019|Categories: 3. Marketing|

Here's Coach Maria's definition:  Marketing is about letting people know what you do, just for the heck of it. It's about building relationships, connecting with others, and letting them know how your service (or product) adds value to their lives.

16June 2019

CoachMaria Recommended Website Resources for Financial Advisors

By |June 16th, 2019|Categories: Website Development|

I'm often asked the question "What software do you use for your website?" This article is meant to answer that question. In 1998, a website of 5 pages, with very few graphics cost $5K.  That was the year I started

13June 2019

12 Sources of Niches

By |June 13th, 2019|Categories: Niching & Attracting Ideal Clients|

12 Sources of Niches Here are the general ways my advisor clients have chosen their niche over the past 20 years.  For the most part, niches are “who” you work with, not the products you provide, as things used to

19April 2019

One Non-Salesy Way To Market Your Advisory Services

By |April 19th, 2019|Categories: Speaking|

Last month, I sent out an article about creating a dream board with the steps to take. Here's what Heidi, an advisor and subscriber had to say: "What great timing for this article!   I just scheduled a workshop for clients to create

25March 2019

Ways to Create Customer Loyalty in Business

By |March 25th, 2019|Categories: 3. Marketing|

Remember Me, PLEASE! The power of a phone call: A recent phone call I made brought a client to say "Wow, I can't believe you called (said 3 times!). People don't call any more just to talk, this is great,

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