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Marketing for financial advisors : build your business, bring in clients, and establish your brand / Eric T. Bradlow, Keith E. Niedermeier, Patti Williams.

By: Contributor(s): Material type: TextTextPublisher: New York : McGraw-Hill, [2009]Copyright date: ©2009Description: xviii, 266 pages : illustrations ; 24 cmContent type:
  • text
Media type:
  • unmediated
Carrier type:
  • volume
ISBN:
  • 0071605142
  • 9780071605144
Subject(s): DDC classification:
  • 332.02400688 22
LOC classification:
  • HG179.5 .B73 2009
Contents:
Treating your financial practice like a small business -- Segmentation -- Refining your niche strategy -- Knowing your brand -- The client's decision-making process -- Investor psychology and biases -- Quantitative client relationship management -- Integrated marketing communications: managing advertising, web site design, and word of mouth -- Tactics and best practices -- Putting it all together: your marketing plan.
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Includes bibliographical references and index.

Treating your financial practice like a small business -- Segmentation -- Refining your niche strategy -- Knowing your brand -- The client's decision-making process -- Investor psychology and biases -- Quantitative client relationship management -- Integrated marketing communications: managing advertising, web site design, and word of mouth -- Tactics and best practices -- Putting it all together: your marketing plan.

Machine converted from AACR2 source record.

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