5 Financial Seminar Direct Mail Marketing Ideas
Seminars are a time-tested method for financial advisors to increase brand recognition in their communities and secure new clients. While the purpose of a seminar is to market your services,…
7 Seminar Marketing Tips For The Ambitious Financial Advisor
Seminar marketing is a staple of the financial industry, but holding events that yield a worth-while return on your investment requires careful planning and fearless persistence. Many financial advisors try…
3 Reasons Why You Should Host Seminars More Frequently
So, you’re holding a seminar every month, but your financial advising business isn’t growing as quickly as you’d hoped… The issue could be with the low frequency of your seminars.…
10 Traditional and Digital Marketing Tactics for Financial Advisors
The cornerstone of financial marketing is building trust. A big part of building trust is increasing brand recognition in your community; people trust businesses that they’ve heard of, especially if…
Insurance Agencies: Are You Making These 4 Marketing Mistakes?
In the crowded field of insurance agencies, how does yours stand out? At Plum we’ve noticed a lot of consistent marketing mistakes our clients made before we turned things around…