Personalized financial marketing copy that feels like a conversation, not a sales pitch will connect better with your prospects. Most financial advisors struggle with marketing copy because they've been trained to write for compliance, not conversation. You've learned to be precise and comprehensive - skills that serve you well in client meetings but can work against you in marketing.

Alleviate marketing overwhelm: Create a strategy. Like Gus determining where to "go," examine all your options.

By Cindy Schrauben Great Gus Marketing What is the difference between a marketing strategy and a marketing plan? And do you need both?...