Increase Investor Email Response Rates20230829131537

Increase Investor Email Response Rates

Sharron SenterAugust 29, 20230 comments
I’ve had two recent shopping experiences that can be adapted to help financial advisors increase investor email response rates. For this post, I focus...
How to Find New Clients as a Financial Advisor This Summer20230717113152

How to Find New Clients as a Financial Advisor This Summer

Summer presents unique in-person opportunities for financial advisors to expand their client base. With individual investors’ schedules often more fle...
Birthday Gift for 70 Year Old Woman Ideas (Great for Clients Too)20230131165651

Birthday Gift for 70 Year Old Woman Ideas (Great for Clients Too)

Sharron SenterJanuary 31, 20230 comments
It’s challenging to find unique gifts for older women, whether she’s your mom, grandmother, client or someone else important to you. Candles, lo...
How Advisors Can Create More Memorable Content that Attracts Wealthy Investors20221228122604

How Advisors Can Create More Memorable Content that Attracts Wealthy Investors

Sharron SenterDecember 28, 20220 comments
Are you a financial advisor or financial marketing professional seeking to make your website content more memorable, ultimately attracting affluent in...
How Gen Z Influences Gen X Investor and Advisor Relationships20210131185248

How Gen Z Influences Gen X Investor and Advisor Relationships

Sharron SenterJanuary 31, 20210 comments
Clearly, most individuals from Generation Z have few assets, given their young age. Yet many financial advisors don’t realize the strong influence Gen...
Previous
1236
Next