Raining Revenue Blog

Original Financial Advisor Marketing Strategies & Ideas for Increasing AUM

7 Creative Ideas for Recruiting Financial Advisors20210228155143

7 Creative Ideas for Recruiting Financial Advisors

Financial advisors are in demand. Growth-minded advisory firms, therefore, need to go beyond traditional job boards and get more creative with their recruiting strategies when looking to hire another advisor. According to a Cerulli Associates report, over the next 10 years Cerulli estimates more than 111,500 advisors will retire, representing more ...
How Gen Z Influences Gen X Investor and Advisor Relationships20210131185248

How Gen Z Influences Gen X Investor and Advisor Relationships

Clearly, most individuals from Generation Z have few assets, given their young age. Yet many financial advisors don’t realize the strong influence Gen Z children have on their Generation X parents, investors who have assets and need your financial advice. In this post, I provide background regarding Gen Z’s influence on Gen Xers and highlight [&hel...
9 Ways to Create Feelings of Belonging for Advisory Clients20201203063817

9 Ways to Create Feelings of Belonging for Advisory Clients

Last week, my financial advisor made a simple gesture, creating feelings of belonging within me. He sent me a box of chocolates. Really, Sharron? That’s not original. True. Yet, upon opening the box, I immediately felt a part of something. With one simple gesture, my advisor let me know I was a member of his […]...
10 Gift Ideas for Female Advisory Clients20201106063017

10 Gift Ideas for Female Advisory Clients

Whether it’s her birthday, anniversary or Mother’s Day, giving a small gift to your female advisory clients ultimately helps advisors deepen relationships. The most important part of the process is to let her know you’re thinking of her. Therefore, here are 10 ideas for financial advisors that won’t get you into regulatory hot water, and […]...
Helpful Reading for When a Friend Has Cancer (PART 3)20200929124342

Helpful Reading for When a Friend Has Cancer (PART 3)

The Definitive List of Dos & Don’ts When a Friend Has Cancer Part Three (Helpful Reading) This post is the third in a three-part series. Find links to parts one and two at the end.   Overview The following books and resources have been helpful to me during my husband’s and my cancer journeys. They […]...
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