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Strategies for Lead Generation for Financial Advisors

Midstream Marketing

Articles: Discuss topics such as investing, retirement planning, and related subjects. E-books and White Papers: Offer detailed information on specific areas of financial planning. You can use specific keywords related to financial advising, such as certified financial planner.

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How Getting Women Into Financial Planning Can Benefit Everyone

Walkner Condon Financial Advisors

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.