Amplify your brand: master your digital presence

This series of presentations, videos, checklists, and flyers on seven different digital marketing topics will help you take your digital marketing presence to the next level. From search engine optimization (SEO) and content strategy to local SEO, blogging and webinars, paid media marketing, word-of-mouth referrals, holistic marketing strategies and compliance and regulatory guidelines; we provide detailed resources to help you extend your reach and drive client acquisition.

The changing fee landscape

The changing fee landscape provides a detailed look at current research on fee trends. We review the financial planning approaches and fee models of highly successful advisors who provide comprehensive financial planning as a core client deliverable. Advisors receive a comprehensive view of the prevailing financial planning fee models: AUM offset, flat fees, hourly fees, subscription fees, and hybrids. Advisors will be armed with the knowledge of the mechanics and trade-offs for various financial planning fee models so that they may adopt the approach or approaches that best suit their practice, clients, and prospects.

Expanding your client connections

This guide proposes new ways to refine your outreach strategy to clients 12 months a year by showing cause-oriented dates for your calendar. It also provides innovative event planning ideas and tips to help you connect in person with existing and prospective clients.