Raining Revenue Blog

Original Financial Advisor Marketing Strategies & Ideas for Increasing AUM

How to Recruit Gen Z Financial Advisors20231117055414

How to Recruit Gen Z Financial Advisors

In today’s post, I discuss key Gen Z recruiting factors, including: Why wealth management firms must build Gen Z (Zoomers) recruiting messages around flexibility benefits. Microsoft’s Work Trend Index Annual Report identifying Gen Z’s career flexibility needs. 7 examples of Gen Z employment flexibility benefits. Gen Z emotional and gender flu...
Increase Investor Email Response Rates20230829131537

Increase Investor Email Response Rates

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 on how advisors can improve email engagement through email newsletters. I also provide examples of calls-to-action that’ll likely pull well for you. Finally, I highlight a specific phrase that led me...
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 flexible and a generally positive mindset associated with the season, summer is an ideal time to focus on acquiring new advisory and planning clients. By using the below key strategy, financial advisors,...
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)

It’s challenging to find unique gifts for older women, whether she’s your mom, grandmother, client or someone else important to you. Candles, lotions, perfumes, socks, etc. While nice, she’s received many over the years. So what’s the alternative? The answer is simple. (As an Amazon Associate, I earn from qualifying purchases.) Give her The G...
How Advisors Can Create More Memorable Content that Attracts Wealthy Investors20221228122604

How Advisors Can Create More Memorable Content that Attracts Wealthy Investors

Are you a financial advisor or financial marketing professional seeking to make your website content more memorable, ultimately attracting affluent investors? It’s likely you’re already producing great content. But, is it memorable? Many of us are so focused on producing original content, we often forget that none of this means anything if our cont...
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