Articles authored by Minna Shada

Six Key Steps to Creating an Effective Financial Advisor Marketing Plan

It’s easy to be equal parts dazzled and overwhelmed by the fast-evolving world of marketing and the many ways to get the word out about your financial advisory business. Videos, podcasts, social media and webinars are all on the radar of financial advisors who appreciate the power of marketing to grow their business. In reality, …

Why Creating Remarkable Experiences is the Single Best Way to Future-Proof Your Business

There are more than 300,000 advisors in the U.S. alone – what makes you stand out? How do you differentiate your firm from every other firm out there? Here’s the secret: You have to be remarkable. Making Your Business Remarkable  It starts with interpersonal skills. When you have your own business or firm, you have to …

How to Offer Unique Marketing to Your Clients

Marketing is something a lot of financial advisors chase but never quite master, oftentimes settling for short-term success. They might publish a social media post a couple times a month; send an email to their client list every once in awhile; publish a blog once in a blue moon. If only they could become more …

3 Critical Steps for Turning a Prospect into a Client

Millions upon millions of dollars have been spent studying and trying to find the most effective way to turn a prospect into a paying customer. If it could be perfected, we would have definitely figured it out by now, right? When it comes to tried and true methods, sales is more of an art than …

100 Reasons You Have to Be at Excell This Year (and Bring Your Team, too)

Every advisor could use a little inspiration. Every advisor could use some support. Every advisor could definitely use a break from the office. Every year since 2001, hundreds of advisors have met at Excell to share their triumphs, challenges and goals, and walk away with new connections, valuable takeaways and more inspiration than they can …

What Is Your Top Lead Gen Tool?

As a marketer who helps advisors grow their advisory business, I see advisors make the same mistake when it comes to their website. Rather than treating their website as a lead gen tool, advisors treat their website as a brochure of their firm – they have pages of content blabbing about how much they know, …

5 Steps to Become a Social Media Master

Part of my job as Director of Marketing for Carson Group is to educate and train advisors on social media. When I first engage with an advisor, I begin with discovery questions to understand their level of social media knowledge and how active they are on various networks.

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