Stay in the Game!

If you’re not talking to retirees about their future right now, someone else is.

With markets all over the place and inflation still on people’s minds, retirees and pre-retirees are looking for answers. Some are getting bad advice, some are frozen in indecision, and others just don’t know who to trust. That’s where you come in.

Now is not the time to sit back and wait for referrals or hope your marketing “picks up.” The advisors winning right now are the ones doubling down—staying in front of their clients, educating prospects, and leading with confidence. If you don’t consistently show up, you’ll be replaced by someone who does.

Let’s get after it.

Here are your Quick Hits:

Eight Easy Digital Marketing Tips for Financial Advisors

• If you are trying to do digital on your own instead of using AE Digital…this piece is a nice framework to follow.
• Solid advice: “By clearly defining your target audience, you can speak directly to their financial pain points and demonstrate your expertise in helping them solve their challenges. You’ll quickly become a trusted source of information.”

“Guide Clients Through Economic Uncertainty: Advisor Tips”

• Great article offering strategies for guiding clients through economic uncertainty, emphasizing the importance of building trust and resilience in turbulent markets.

Financial advisers go ‘beyond the numbers,’ bringing in retirement coaches to offer well-rounded advice

• Solid ideas here from one of AE’s own advisors featured in Marketwatch.
• The most important planning is beyond the numbers,” Weade said. “People have to have meaning and purpose — the why — before they can get to the details of what to spend their money on — the what.”

3 Reasons Women Are Well-Positioned To Acquire And Lead Financial Practices

• I get to work with some of the best women financial advisors and this article is spot on about their leadership!
• A recent survey by Ellevest found that 94% of women would prefer to work with a female advisor.
• The rise of female investors, the preference for female advisors and the distinct strengths women bring to client relationships and the M&A process all point to one thing: Women aren’t just filling a gap, they are raising the bar and have an incredible opportunity over the next decade to be leaders in the industry.