Shirley Hanson - www.Marketingplanfinancialadvisor.com

Co-Author "Marketing Power for Financial Advisors"
In 1991 Shirley Hanson co-founded the Hanson Marketing Group, a direct marketing firm. Since 2005 she has focused her work on helping financial advisors take advantage of the same strategies and tactics that high-growth firms count on year after year. Advisors are able to find more of their ideal clients, reach a Category of One, and raise their production. She collaborates with advisors to unlock their vision for their practice sooner with less hassle.

Financial Advisors, 6 Tips From Content Marketing For More Clients

6 Practice-Changing Tips To Unleash the Power of Content Marketing Content marketing can seem vague and elusive. You may be uncertain about how to get the most out of your content, perhaps a white paper, webinar, or newsletter. So exactly what is this thing called content marketing? Call it what you like, you can think […]

Financial Advisor Marketing, How To Win Over Millennials

by Shirley Hanson The Millennials have arrived in abundance. They are now the largest generation by size — yes, surpassing baby boomers. They total some 76.6 million or more (the total depends on how you define them). Frequently, they are described as being born between 1977-1994 and are now 20 to 37 years old. Here’s […]

Financial Advisors, What’s Your Best Move?

by Shirley Hanson If you want your financial advisory practice to grow, you may have been told you must reach out to new markets. You may have heard that the women’s market is the place to be. Or you have been warned not to miss out on making yourself known to the up-and-coming millennials. Right […]

Supercharge Your Growth The “Billion Dollar Baby” Way

by Shirley Hanson The billion-dollar goal is increasingly within reach for your financial advisory practice. According to the InvestmentNews annual benchmarking study, twenty percent of participating registered investment advisory firms in the annual study managed $1 billion or more in assets last year (2014). A decade ago that number was 2.5%. The study reveals that […]

Financial Advisors, What Can You Learn From Barron’s “Top 100 Financial Advisors” List?”

No matter how much of your resources you invest in promoting your message, it will make little difference if you are only a me-too version of everyone else. Then, you will remain lost in that sea of look-alike financial advisory firms. How do you break out from the pack? How can you differentiate to attract […]

8 Sources at Your Fingertips for Attracting More Ideal Clients Now

by Shirley Hanson A sound marketing strategy and smart follow up can make all the difference between sluggish growth. or no growth, and sustained growth over the long term. Jay Abraham, our first marketing mentor, looks at marketing strategies, indeed all strategies, like this: “We are all surrounded by opportunities and solutions that would allow […]

Financial Advisors, What Research Says Is Your Greatest Competitive Advantage

It is smart to be happy. In fact, happiness is the single greatest competitive advantage in the modern economy.” – Shawn Achor Achor, writing in an article in the “Harvard Business Review” called “Are Happy People Dumb?” explained: “The real story of happiness (based on research) is that every person has a range of potential […]

The 3 Questions That Help Financial Advisors Reach and Sustain High Growth

By Shirley Hanson “Ask the right questions if you’re going to find the right answers.” – Vanessa Redgrave Here we ask key questions and we reveal answers that you can call on to activate your growth! 1 – What is the correct way to produce a financial advisor’s marketing plan that generates and sustains growth […]

Financial Advisors, How To Manage Volatility and Reduce Stress

What were financial advisors’ top concern in the second and third quarters of 2014? “Managing volatility,” according to a survey by Fidelity Advisor Investment Pulse. You may be encountering nervous clients now. More market jolts could be ahead because of economic uncertainty and unsettling global conflicts. What can you do to relieve stress and worry […]