Financial advisors who want to gain more clients must embrace storytelling. That was the highlight of last week’s article. In a world of numbers, graphs, and charts, financial advisors who want to excel and grain brand equity must embrace storytelling. Consumers love stories because they are memorable. Stories connect with us emotionally. We change our
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How financial advisors can gain more clients with storytelling
Introduction The business world is a world of numbers, graphs, and charts. You can hardly succeed in any business environment if you don’t know how to design PowerPoint slides and create graphs and charts. There is a heavy focus on data and statistics. While there is nothing wrong with numbers, graphs, and charts; they are
5 Financial Advisors Who Get Content Marketing
Financial advisors have real problems that content marketing can solve. In a previous article, we considered six of those problems – managing clients’ expectations, fees compression, disintermediation, communicating values, staying in touch, managing information – and the solutions content marketing provides. I found some financial advisory firms that are doing an excellent job with their
What Can Content Marketing Do For Financial Advisors?
Introduction It’s no longer news that consumers of today are increasingly tired of being sold to. In 2019, nearly 25.8% of internet users in the United States used an ad blocker, according to Statista. Consumers don’t want brands to treat them as numbers on a list or dollars on the book, but individuals with actual
Everything you Need to Know about Capital Gains Tax
While capital gains tax is simpler than income tax, we tend to pay less attention to it. However, it is impossible to achieve tax efficiency without a clear understanding of the intricacies of capital gains tax. They may not constitute a big part of your tax bill like income tax, but they are essential nonetheless.
How to Reduce Your Tax Liability with Tax Reliefs
April 15 of every year is not a day many of us look forward to. Even though we know the importance of taxes to the economy, we don’t like paying it. However, tax reliefs provide great opportunities to reduce our tax liability and feel less uncomfortable every April 15. It still hurts to pay taxes,
Understanding the Different Types of Taxes
Take a moment to think back to the days you were sitting in your first Economics class in high school. It probably started with a definition of Economics and an explanation of concepts such as scarcity, resources, opportunity cost, among others. Three or four classes in and you probably began to learn about taxation. Some
My Favourite Personal Finance Content (Week 31)
Below are my favourite personal finance week for this week. Enjoy. Is Stock Diversification Actually Important for Your Investment Portfolio To diversify or not, that is the question. The topic of diversification is one that divides opinions among well-respected financial experts and successful investors. On the one hand are those who believe that diversification is
A Beginner’s Guide to Tax Returns
Introduction One of the dreaded days in the calendar for many people is April 15. Many refer to it as the ‘tax day.’ April 15 is the due date for individuals, businesses, and charitable organizations to file their tax returns with the Internal Revenue Service (IRS). N.B: If April 15 is a weekend or public
A Quick Introduction to Income Taxes
Introduction ‘Why is my income less than the figure on my employment letter?’ Perhaps you asked this question when you got your first paycheck. Many people are left wondering when they received their first paycheck. The reason for the difference is simple – income taxes. Benjamin Franklin once said that only two things are certain
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