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messenger bot for financial advisors

Messenger Bots – How Advisors Can Use Them to Grow AUM

Written by: Leonard Parker | financial advisor business growth | 11th June

What is a Bot? "Bot" is a generalized term used to describe any software that automates a task. Business owners can now build chatbots into Facebook Messenger to automate conversations with prospective clients. https://blog.hubspot.com/marketing/fa [...]

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marketing your financial services firm

12 Steps for Marketing Your Financial Services Firm in a Digital World (Part 2)

Written by: Leonard Parker | financial advisor marketing | 30th January

Last week, I discussed the first six steps for marketing your financial services firm in a digital world. To ensure you have established a solid foundation for your online marketing strategy,read those tips here before delving into the steps b [...]

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marketing strategy for financial advisors part 1

12 Steps for an Excellent Marketing Strategy for Your Financial Services Firm (Part 1)

Written by: Leonard Parker | financial advisor marketing | 24th January

An effective marketing strategy is essential for any successful business. As the saying goes, you have to spend money to make money.   As a financial advisor, you have to determine if  You’re using your marketing budget effecti [...]

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agile marketing for your financial services firm

How to Use the Agile Approach for Marketing your Financial Services Firm

Written by: Leonard Parker | financial advisor marketing | 17th January

As an engineering graduate, I became well versed with management methodologies like Agile to eliminate waste and put forth the best productivity possible. Now as a digital marketing expert for financial advisors, I have looked and found ways on how [...]

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creating and engaging an online community for financial services clients

How to Create & Engage Online Communities for Your Financial Services Clients

Written by: Leonard Parker | financial advisor marketing |

An online community is a group of people with common interests that use the Internet to communicate. You may converse with your neighbors in your yard. In an online community, members interact via social networks, such as LinkedIn or Facebook. Th [...]

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