About Bob Hanson

Principal, Client Attraction System for Financial Advisors
Bob Hanson has worked with hundreds of financial advisors, professionals, and companies to drive documented results of 300% in new prospect flow within a week, a 70% increase in annual income within 12 months, and a boost in sales of 5 times for a firm in a little over 36 months. In addition, Bob is a Webinar specialist, a White Paper expert, and an experienced Centers of Influence strategist who helps marketers tap the full potential of these powerful marketing tools.

financial advisors 5 marketing steps

For Financial Advisors . . . Activate The Power Of Marketing Multiplication By Mastering The Art Of Converting Contacts To Clients  If your financial advisor website is like most, less than 2% of visitors will become marketing prospects. From marketing workshops or webinars, you are lucky to convert 10% of attendees to clients. Out of the dozens […]

5 Steps to Take Your Financial Advisory Practice to the Next Level

The Case for Taking the Stairs to Move Your Financial Advisory Practice to the Next Level Suppose you are looking to propel your financial advisory practice to a resounding new level. Do you take the elevator or do you tackle the stairs? Can it be as easy as hurrying into an elevator, hitting a button, and riding […]

Quick Guide To A Super-Successful 2016 With Your Financial Advisor Marketing Plan

By Bob Hanson Each November and December for the past 10 years, I’ve worked with clients on marketing plans for the next year. I also study trends and predictions from thought leaders and undertake at least one survey of marketers on “What’s Working Now” to validate what I’m hearing. Around this time in December, I […]

Steve Jobs to Those in the Financial Advice Business

Remember the Apple advertising campaign which encouraged us to “Think Different?” So, how can you “Think Different” in the advisory field to stand out from the pack and attract more clients and assets? Conventional product development in recent decades has focused on incremental progress. Product managers are taught to survey customers and find out what […]

5 Simple Ways You Can Craft That Right Response-Producing Content Marketing Message

by Bob Hanson How can you stack the odds in your favor? How can you craft a message that “hits the right notes” with your target audience? Here’s your Road to the Right Message . . . #1 – Avoid Group Think Think about it. There are no committees in the Copywriting Hall of Fame […]

Sustained Growth: Turn Conventional Wisdom on Its Head

by Bob Hanson Must you learn heavily on referrals to grow your practice? Do you need to offer wealth management services to millionaires to become a top producer? Are the only successful advisors proficient networking and sales machines? Is it essential to be on ___ (insert social media flavor of the month here) to grow […]

Financial Advisors, Five Super Reasons For Having a Mobile-Friendly Website

by Shirley Hanson A recent study by Paladin Registry reveals that the use of the internet to find financial advisors has reached 25.3%. It makes sense because they can find out about an advisor without contacting them. They can discover whether the advisor is experienced in working with people just like them, find out if […]

Financial Advisors, Hit More of Your Shots the Easy Way

If you have been watching the NBA playoffs, you probably noticed that invariably the team that hits a higher percentage of its shots wins the day. Do it 4 out of 7 times, and you’ll advance to the next round with a chance at the NBA Championship and lifelong fame and riches that will last […]

Financial Advisors, Introductions Without Really Trying

In our 1,000+ interviews over years, the majority of financial advisors cite referrals as a good source of new clients. Yet, most feel as if they should be doing more. Or they may say that introductions from past referral sources and current clients have fallen off in recent years. What is a key difference between […]

Financial Advisors, Get the Right People on the Bus

There’s no mystery about why . . . Top Performers arrive at the top. In our more than 1,000 interviews with advisors of all types over the last decade, one quality of these top performers shows up again and again. Jim Collins, author of “Good to Great” has a fascinating way of pinpointing this difference: […]