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a still for Savvy Advisor Marketing 'Checklist of what advisors can or can't post for testimonials'
You’ve grown your firm and are trying to stay on top of social media even though a new platform seems to pop up weekly. In a rapidly evolving digital realm, you want to emphasize your reliability by sharing all of the great things your clients have to say about you, [...]
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a still from Kalli Collective LLC blog for 'New Year, New Brand?'
If your brand and marketing have hit a slump, take a cue from Maria VonTrapp and start from the very beginning. Stepping back to get the big picture in focus often clarifies how and where the details will fall into place. A little recon goes a long way toward making [...]
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a still from Kalli Collective LLC blog for 'Journal of Financial Planning, Meet'
Behavioral finance studies the psychology influencing people's financial behaviors. Believe it or not, behavioral finance has been around since the 1970s, though it seems to be getting all the buzz in recent years. It's a vital piece in guiding your clients' decision-making. You can't coach someone you don't understand, and [...]
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a still for Savvy Advisor Marketing Good Number Video 'Social Media Benchmarks for Advisors'
You've put yourself out there. You've established a solid social media presence and are ready to take the financial industry by storm! However, your social media metrics reports come raining in, and all the numbers become blurred. You may wonder, "Is this a good number?" [...]
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a still from Kalli Collective LLC blog for 'New Year, New Brand?'
If your brand and marketing have hit a slump, take a cue from Maria VonTrapp and start from the very beginning. Stepping back to get the big picture in focus often clarifies how and where the details will fall into place. A little recon goes a long way toward making [...]
READ MORE »
Perhaps, you're chilled to the bone by the realization that your attempts to market yourself have left you stone cold. Let's face it, as we enter the last month of 2022, your reflections on the past year may have you feeling a bit like the winter blues. [...]
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What does color have to do with your marketing? Everything. Learn more about color in part 1 of our three part series. [...]
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Having attitude kind of gets a bad rap, and we’re not talking about the musical variety. However, having a positive attitude in your firm can affect those you work with. A recent study showed that more than 80% of employees would be more motivated to work harder if their boss [...]
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a still for 'Don't Be Scared of Marketing' from Kalli Collective LLC blog
Your heart begins to race. The hairs on the back of your neck stand up. A shiver runs down your spine. One simple word unleashes your fears… MARKETING. [...]
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