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Put the Joneses to work for YOU
For many advisors, the Joneses are the enemy:
Clients who try to keep up with the Joneses might live beyond their means.
When clients ask how the Joneses are invested, we remind them that the Jones family has different circumstances and goals.
We tell clients to ignore investing trends or their cousin's latest stock pick.
But what if you could make keeping up with the Joneses a positive thing?
Can you buy trust? Possibly
We feel the need to reciprocate when someone does something nice for us. That is an important, if counterintuitive, concept for marketing.
How to use pop culture in your marketing
Pop culture marketing is a great way to get noticed. Joining a conversation that’s already happening can help you amplify your voice and get noticed. But it isn’t a fool-proof strategy. Bad pop culture marketing is one of the worst, most cringey forms of marketing. Avoid it at all costs. Here’s how to strike the right balance.
How to explain SVB’s collapse to clients
By now, the world knows about Silicon Valley Bank (SVB). And headlines like "Second biggest bank collapse in U.S. history" are bound to scare your clients. Especially given the confusion around FDIC insurance, uninsured deposits, who's at risk, and why. Here’s an email template to help you explain the situation to your clients.
Get your clients SECURE (2.0)
We created a bundle of pre-written, easy-to-customize scripts explaining key parts of SECURE 2.0 in a way that shows your clients why they should care.
An introverts guide to conferences
Get excited for Future Proof, Excell, and Fearless Investing Summit… without worrying about how overwhelming the experience can be.
A picture is worth a hundred words
Financial education content can be dry and hard to understand. Visuals help people grasp concept.
