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You're Invited to Attend Our Webinar
You're Invited to Attend Our Webinar

 

 

Rethinking Advisor Marketing To Generate More Scalable Growth
Rethinking Advisor Marketing To Generate More Scalable Growth
For decades, the most common way that established financial advisors grow is via
referrals from their existing clients. And as a result, the average financial
advisory firm spends just 2% of its revenue on marketing. Yet in practice, it’s
not clear whether growing with referrals is really a best practice, or simply
the only source of growth that’s left when advisory firms spend on little else
to market their services!


In this session, we delve into the latest Kitces Research on what financial
advisors are actually doing to successfully market themselves, the typical cost
to acquire new clients and how it varies by marketing channel, why some
marketing strategies are significantly more scalable than others, and the best
approach to determine the right budget for marketing expenses for your advisory
firm! Mike Flinn will examine strategies advisors can immediately employ to
capture and retain personal trust assets being created by the massive wave of
wealth transfer and estate planning. 


The details:
Thursday, April 20, 2023
12:00 p.m. – 1:30 p.m. CT

Register to attend 

 

Presented by

Michael Kitces
Head of Planning Strategy
Buckingham Wealth Partners
Michael Kitces
Head of Planning Strategy
Buckingham Wealth Partners

 

Mike Flinn
VP Advisor Trust Services
BOK Financial
Mike Flinn
VP Advisor Trust Services
BOK Financial

 

Advisor Friendly Trust Services


More information on Advisor Friendly Trustee Services? Contact Rosemary Hueser
at RHueser@BOKF.com or 888-957-6678. Contact Mike Flinn at MFlinn@BOKF.com or
877-957-1078.


Access our resource center created for Advisors.
©2023 BOK Financial, a division of BOKF, NA. Member FDIC. Services are not
insured or guaranteed by the FDIC; are not deposits or other obligations of, and
are not guaranteed by, any bank or bank affiliate and may be subject to
investment risks, including the possible loss of principal amount invested.


NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE


The content in this presentation is for informational and educational purposes
only and does not constitute legal, tax or investment advice. Always consult
with a qualified financial professional, accountant or lawyer for legal, tax and
investment advice.
 

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BOK Financial Advisor Trust Services | P.O. Box 2300 | Tulsa, OK 74192