Marketing your advice business 101: Tips from the experts

Marketing your business is important for small and large advice firms. As Andrew Marshall of Cognito Media, a financial services marketing agency, can attest: "Nearly 90% of financial adviser firms still have five or fewer advisers, despite consolidation. Smaller firms like that have to lean hard on their personal networks, but for bigger firms especially, marketing can build a brand that is bigger than the individuals, and ultimately have equity value. "In a business like financial advice, where clients associate strongly with an individual adviser, that is always the challenge, but it ...