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The Best Marketing Plan for Financial Advisors – What the Data Say

Updated May 5, 2021 There is no shortage of advice available to financial advisors and broker-dealers about how to market their businesses. I’ve seen advice ranging from sending birthday and holiday cards to hiring a marketing firm or consultant whose expertise is working with financial services professionals. But if you’re a new advisor who’s only… Read more »


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How to Market Luxury Real Estate to High-End Clients

What makes marketing to high-net-worth individuals, very high-net-worth individuals, and ultra-high-net-worth individuals (HNWIs, VHNWIs, and UHNWIs) such a challenge is that these elite groups of people are both like and not like those of us who have normal jobs. Now, granted, they’re more unlike the majority of us, but the similarities are worth considering. Luxury… Read more »



How to Develop a High-Net-Worth Client Strategy

For financial advisors, it’s essential to provide incredible customer service at every step of the relationship. When it comes to high-net-worth clients—who’ve grown to expect not only good, but truly exceptional service—an attention to detail is especially important. But how can advisors create a memorable experience that will help them win over (and keep) high-net-worth… Read more »


An agent looks at Luke Acree's Instagram profile on a cell phone screen.

11 Real Estate Influencers Agents Should Be Following

The world of real estate can get competitive, so it’s crucial for agents to understand what their peers are doing—particularly the most successful among them. If you’re looking to dominate your local real estate market, here are 11 thought leaders you need to follow on social media right away.  Tom Ferry View this post on… Read more »


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The 2023 Complete Guide to How to Become a Luxury Real Estate Agent

Congratulations! You’ve found what you’ve been looking for: a comprehensive source that addresses everything you need to know most about breaking into the luxury market. Best of all, it does it all in ONE place. Read on to discover: Why you might (or might not) choose to become a luxury real estate agent. Who swims… Read more »


Increase Your Wallet Share with High-Net-Worth Clients

If you’re managing the wealth of high-net-worth clients, you’re probably very invested (pun intended) in those relationships. But do your clients feel the same way about you? While you may think you’ve got an exclusive relationship with your wealthiest clients, it’s also very possible some of them are working with other investors. So, how do… Read more »


How to Be Patient and Close More Deals

Whether this is your first contact with your prospect or your fifteenth, it can be difficult when you realize the other party isn’t quite as eager to buy as you are to sell. This doesn’t mean you should simply accept that the sale won’t happen—at ReminderMedia, we’re big proponents of the One-Call-Close Mentality. On the… Read more »


The 11 Best Referral Marketing Ideas You Haven’t Tried

You already know that customer referrals are one of the best ways to get new leads (otherwise, why would you be reading this article?), so I’m not going to bore you with the details about their higher conversion rate (30%), retention rate (37%), or lifetime value (16%) when compared to nonreferred customers. I’m simply going… Read more »


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Ep. 446: A Rags to Riches Story of Epic Proportions (with David Price)

 What Is It That Makes Some People Able to Just Keep Going? Key idea: What happens in your life doesn’t happen to you—it happens for you. The difference between looking at events one way instead of the other lies in how you choose to respond. I get knocked down, but I get up again…. Read more »


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6 Easy Ideas for Converting FSBOs Into Clients

According to the National Association of REALTOR®’s (NAR) most recent statistics, approximately 8% of home sales were For Sale By Owner transactions. That represents a significant portion of the market, so tapping into it can have a big impact on your bottom line. If you’re looking for the opportunity to convert FSBOs into clients, you’ll… Read more »


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3 Reasons to Add a Personally Branded Magazine to Your Marketing Mix

Among the more unique marketing ideas for small businesses is a personally branded magazine. It’s high on the list of the most effective relationship marketing tactics used by real estate agents, financial advisors, insurance and mortgage brokers, lawyers, and other entrepreneurs who offer professional services as part of their brand strategy. Sending a personally branded… Read more »