Marketing for financial advisors : build your business, bring in clients, and establish your brand /
Eric T. Bradlow, Keith E. Niedermeier, Patti Williams.
- xviii, 266 pages : illustrations ; 24 cm
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.