Blog
Should you develop a new marketing niche?
Posted by Mike Lover, Vice President, Key Accounts, E*TRADE Advisor Services on August 6, 2018 | 0 Comments
When job hunting, sending resumes in a scattershot fashion is considered an ineffective strategy because it lacks focus. “Spray and pray” isn’t any more desirable for financial advisors. Taking a targeted, niche approach can be much more useful for landing high-value clients....
Should You Include a Digital Investment Solution in Your Practice?
Posted by James Capps, Vice President, TCA Technology on March 5, 2018 | 0 Comments
With the rise of so-called robo-advisors such as Betterment, Wealthfront and Ellevest in recent years, independent financial advisors now have a new form of competition that didn’t exist all that long ago. The advent of robos have made it more important than ever for you to take advantage...
How to Make Your Small Accounts More Profitable
Posted by Mike Lover, Vice President, TCA Key Accounts on February 5, 2018 | 0 Comments
It’s a dilemma faced by virtually all independent financial advisors today: squeezing profitability out of small accounts. Advisors often have to spend just as much time and energy working with small clients as they do large ones.
However, given the lower volume of assets under...
The Financial Advisor’s Guide to Successful Podcasting
Posted by Pete Muckley, Vice President of TCA Business Development on January 24, 2018 | 0 Comments
Successful independent financial advisors are always looking for new ways to grow their businesses. Some advisors look beyond traditional marketing vehicles like print and broadcast media to new channels, including podcasting.
When done well, podcasts can be an effective marketing tool....