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Marketing Strategy Guide for Financial Advisors

Wealth Management

It's more important than ever for financial advisors to cut through the noise of a competitive market and connect with targeted audiences. This free eBook from TIFIN Clout shows you how to create a digital media strategy that resonates with prospects and clients.

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FPA Program Helps Members Better Interact With Media

AdvisorPR

“The Financial Planning Association has launched a program to help its members work better with the media. In conjunction with AdvisorPR, a division of JConnelly, the association has launched “Media Mastery 2.0,” a digital media training program for its members.

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Stop committing these financial advisor wardrobe mistakes!

Sara Grillo

Today’s daily tip: Financial advisors should avoid any and all wardrobe mistakes that compromise purity. Social media platforms will penalize your posting for display of certain body areas. Women, do not display your cleavage line – in person, or in any print or digital media. No tight suits.

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How Financial Advisors Can Record Marketing Videos On A Shoestring Budget

Twenty Over Ten

Video marketing has become the most effective and popular digital media strategy. In fact, according to our Twenty Over Ten’s recent digital marketing study of 200+ advisors, advisors getting 11+ more clients per year from digital marketing were most likely…

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Get to know Petra Jurova

Tobias Financial

She is fluent in Slovak, Czech, as well as English and was one of the only non-native English speakers in her master’s program at Nova Southeastern University in composition, rhetoric, and digital media. Overall, the most enjoyable thing for Petra about working at Tobias Financial Advisors is the people that she works with. “We