Ever been rendered speechless when someone asks, “So, what do you do?” It happens all the time — and it’s completely normal. Talking about yourself and your work can feel awkward, but it doesn’t have to be. Mastering your elevator speech is about creating a genuine connection—not delivering a robotic [...]
Referrals are slowing down. Cold outreach is colder than ever. Meanwhile, your competition is showing up in your clients’ inboxes, on LinkedIn, and in Google search results. You will fall behind if you’re still relying on the old playbook. Business development has changed. What worked five or ten years ago [...]
Think about the best client relationships you have. What makes them so strong? Chances are, it’s not just your financial expertise—it’s how you connect with them personally. Of course, clients care about their investments and tax strategies, but they primarily want peace of mind. They want to know they’re [...]
If you’ve ever felt like marketing your firm is a full-time job (on top of your actual full-time job), you’re not alone. As a financial advisor, your expertise lies in managing finances, not hashtags, website development, and Google algorithms—so why not let someone else handle it? Outsourcing your marketing is [...]
At Align Marketing Group, we believe it is essential for professional services firms to stay informed about the latest marketing research and trends to remain competitive. This is why we want to share the valuable insights from the recent research study by Hinge Research Institute’s 10th Annual High Growth [...]
