You don’t need a script or a fancy brand to market yourself well. You need clarity, consistency, and a voice your clients recognize.

Let’s address the elephant in the room: “Social media doesn’t work for financial advisors.” But the problem isn’t the platform — it’s the playbook.

If you have a podcast—whether it’s primarily guest-based or not—you actually have an incredible opportunity to build, strengthen, and expand your COI relationships by using that podcast strategically.

One of the biggest problems we see with marketing—ourselves included—is that activity can turn into noise. It becomes activity for activity’s sake. You’re busy, you’re posting, you’re doing the “things,” but you feel like it’s gotten detached from the outcomes that matter.

To be successful, a lead magnet has to be genuinely valuable to your target prospect. Here, we need to drill down on a more useful definition of “value”.

What might just be the most underrated superpower in marketing?

Knowing what topics, questions, and ideas actually matter to your best clients and prospects.

How can advisors win more referral business from centers of influence?

Advisors now have the opportunity to collect and share their clients’ stories. Here’s how you can do it.

Want to understand your ideal prospect? Start with this question.

If you’re building a multi-generational advisor firm, video can and should be your best friend.

How to create better content that does all look, sound, and feel the same as everyone else.

It’s about time that advisors start telling the stories of the life changing work that they do with amazing people. That's the heart of your value proposition. That's the heart of your marketing strategy.

Evergreen Financial Marketing, a specialized full-service marketing agency for financial advisors and RIAs, partners with Wealthtender to implement SEC-compliant testimonial marketing for its clients.

This Cyber Monday saw a 42.5% increase in pay later spending for the holidays. Here’s what it means for financial advisors.

Have you ever been told “Your phone is all you need to shoot great video?” And then you used your phone and… you felt lied to?

If you’re a financial advisor who relies heavily on LinkedIn as a part of your digital marketing strategy, this one’s for you *cheers*. We’re breaking down the changes to the algorithm as of October 2023.

What do you get when you analyze 16 million social media posts by 100 financial services brands?

Few people get "investing" like a mom. In honor of Mother's Day, we sat down with a few all-star moms and asked them to tell their stories.

Today I want to tell you why we don't recommend paid advertising to most financial advisors we work with.

Financial advisors: here are 5 stages every marketing strategy needs to produce consistent results.