Advisor websites suck. Almost all of them. They are either too vague, too lofty, too technical, or too white. Yeh, I said it… too white.
Do they really think ponies and pictures of mountainsides will create enough momentum for me to move my money? Is this an emotional or logical decision?
I submit to you, fine reader, that our entire industry needs a reboot in the pants. The content alone– it’s always the same.
Sound Familiar?
What we do: {The name of the guilty has been redacted from this script.}
______’s approach to preserving and expanding wealth is a blend of financial strategy, investment philosophy, and risk management. Through careful research and by drawing on past experience, we help you achieve your personal financial goals. We protect our clients’ investments, increase liquidity, and diversify portfolios – all with the goal of reducing investment risk. With our unique set of strategies and solutions, _______ is the first step to take to ensure your family’s financial future.
Look Familiar?



Pingback: Are You Selling Silver Foxes? « FPA Practice Management Center Blog
Pingback: In Case You’re New Here « I heart Wall Street.
Pingback: » Wall Street’s Guide to Social Media In Six Simple Steps I heart Wall Street.
Pingback: » Really Ken, Really?!? I heart Wall Street.
Pingback: » Under The Advice Of My Public Relations Department… I heart Wall Street.