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Inbound Marketing Costs, Key Marketing Moves for Advisors and 2023 Business Goals

Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.


We are focusing heavily on marketing this week. As we continue to kick off 2023, we’re looking at recession-proofing your marketing plan. Next, we are looking at a piece that identifies the top SEO words specifically for financial advisors. Our final piece analyzes how to crank up your marketing efforts when the markets are down.

As you continue to refine your marketing strategy for this year, check this video out for how to recession-proof your marketing.


What are the top-ranking search engine optimization words for financial advisors? This piece not only identifies them but explains how to use them.


When markets are volatile and recession fears grow, your clients and prospects need you now more than ever. Don’t dial your marketing and communication down, instead crank it up. This author says to maximize the opportunity a down market can bring to shine a light on how you can help.


Don’t forget to check out our full list of Target-Date Funds while designing retirement solutions for your clients.