Gift Guide

Marketing for Financial Advisors: Build Your Business by Establishing Your Brand, Knowing Your Clients and Creating a Marketing Plan

( 2 )


To financial advisors who ask, “Who has the time

and money for marketing?” the authors have an

important piece of advice: Treat your practice like a

small business, or ...

See more details below
Other sellers (Hardcover)
  • All (17) from $3.54   
  • New (6) from $22.97   
  • Used (11) from $3.54   
Marketing for Financial Advisors: Build Your Business by Establishing Your Brand, Knowing Your Clients and Creating a Marketing Plan

Available on NOOK devices and apps  
  • NOOK Devices
  • Samsung Galaxy Tab 4 NOOK 7.0
  • Samsung Galaxy Tab 4 NOOK 10.1
  • NOOK HD Tablet
  • NOOK HD+ Tablet
  • NOOK eReaders
  • NOOK Color
  • NOOK Tablet
  • Tablet/Phone
  • NOOK for Windows 8 Tablet
  • NOOK for iOS
  • NOOK for Android
  • NOOK Kids for iPad
  • PC/Mac
  • NOOK for Windows 8
  • NOOK for PC
  • NOOK for Mac
  • NOOK for Web

Want a NOOK? Explore Now

NOOK Book (eBook)
$22.99 price
(Save 42%)$39.95 List Price


To financial advisors who ask, “Who has the time

and money for marketing?” the authors have an

important piece of advice: Treat your practice like a

small business, or you will be put out of business.

In an economy in flux, prospective clients are

hesitant to put their financial future in the hands

of just anyone. This is where Marketing for Financial

Advisors comes in. The definitive marketing

book designed specifically for financial advisors,

it provides all the basic marketing skills you need

to attract high-net-worth clients quicker and in

greater numbers than ever. Putting the authors’

proven techniques to use, you can immediately

build your client base by:

  • Establishing brand and reputational awareness
  • Developing a differentiated value proposition
  • Creating a “word-of-mouth” army
  • Understanding your clients’ psychology
  • Focusing on a niche segment of clients
  • Building a sophisticated marketing campaign
  • Writing an effective marketing plan
  • Determining the ROI of your marketing spend

Faculty members of the Wharton School’s marketing

department, the authors base much of their

advice on a study of more than 800 financial

advisors. Throughout the text, proven marketing

approaches are combined with real-world insights

from these successful advisors.

Marketing for Financial Advisors opens the door to

an entirely new perspective on your business. You

will begin to view yourself as an entrepreneur and

understand that an investment in marketing is an

investment in the future of your business.

Whether you already run a successful financial

advisory firm or plan to start one, you must build

customer relationships through marketing if you

want to survive and profit for years to come. Take

your first steps as a small-business entrepreneur

using Marketing for Financial Advisors as

your guide.

Read More Show Less

Product Details

  • ISBN-13: 9780071605144
  • Publisher: McGraw-Hill Professional Publishing
  • Publication date: 6/18/2009
  • Edition number: 1
  • Pages: 288
  • Sales rank: 988,008
  • Product dimensions: 6.20 (w) x 9.10 (h) x 1.00 (d)

Meet the Author

Eric T. Bradlow is the K.P. Chao Professor of Marketing,

Statistics, and Education at the Wharton

Keith E. Niedermeier is the Director of the

Undergraduate Marketing Program at the Wharton

Patti Williams is an Associate Professor of

Marketing at the Wharton School.

Read More Show Less

Customer Reviews

Average Rating 5
( 2 )
Rating Distribution

5 Star


4 Star


3 Star


2 Star


1 Star


Your Rating:

Your Name: Create a Pen Name or

Barnes & Review Rules

Our reader reviews allow you to share your comments on titles you liked, or didn't, with others. By submitting an online review, you are representing to Barnes & that all information contained in your review is original and accurate in all respects, and that the submission of such content by you and the posting of such content by Barnes & does not and will not violate the rights of any third party. Please follow the rules below to help ensure that your review can be posted.

Reviews by Our Customers Under the Age of 13

We highly value and respect everyone's opinion concerning the titles we offer. However, we cannot allow persons under the age of 13 to have accounts at or to post customer reviews. Please see our Terms of Use for more details.

What to exclude from your review:

Please do not write about reviews, commentary, or information posted on the product page. If you see any errors in the information on the product page, please send us an email.

Reviews should not contain any of the following:

  • - HTML tags, profanity, obscenities, vulgarities, or comments that defame anyone
  • - Time-sensitive information such as tour dates, signings, lectures, etc.
  • - Single-word reviews. Other people will read your review to discover why you liked or didn't like the title. Be descriptive.
  • - Comments focusing on the author or that may ruin the ending for others
  • - Phone numbers, addresses, URLs
  • - Pricing and availability information or alternative ordering information
  • - Advertisements or commercial solicitation


  • - By submitting a review, you grant to Barnes & and its sublicensees the royalty-free, perpetual, irrevocable right and license to use the review in accordance with the Barnes & Terms of Use.
  • - Barnes & reserves the right not to post any review -- particularly those that do not follow the terms and conditions of these Rules. Barnes & also reserves the right to remove any review at any time without notice.
  • - See Terms of Use for other conditions and disclaimers.
Search for Products You'd Like to Recommend

Recommend other products that relate to your review. Just search for them below and share!

Create a Pen Name

Your Pen Name is your unique identity on It will appear on the reviews you write and other website activities. Your Pen Name cannot be edited, changed or deleted once submitted.

Your Pen Name can be any combination of alphanumeric characters (plus - and _), and must be at least two characters long.

Continue Anonymously
Sort by: Showing all of 2 Customer Reviews
  • Posted December 12, 2009

    more from this reviewer

    Fantastic Book!

    This book gave me a lot of practical principles that I could use to grow my business. I really liked that fact that it was geared specifically for financial professionals since that is my profession.

    Was this review helpful? Yes  No   Report this review
  • Posted July 26, 2009

    more from this reviewer

    Read this before your competition does!

    Marketing for Financial Advisors is definitely a must for financial advisors at every stage of their career. It addresses our concerns that we all have about our marketing strategy, but often feel too busy to put on paper. It provides us and our personal brand the tools in order to grow our assets under management in a focused, strategic, economic and efficient manner. For those of us that spend thousands of dollars on private club memberships and client lunches, this is the best $40 you can spend this year. Personally speaking, marketing is often a second thought when running my business, as I rely on word of mouth from clients; however, I am now holding myself to a defined market niche with clear benchmarks set for 2009, along with the analytical tools in place in order to track my marketing performance plan. Recently I addressed with a colleague the tactics for firing an unprofitable client of his, which as we all know if not handled correctly, can be a political nightmare. My friend was in a particularly difficult situation; I advised him to pick up a copy of this book. Marketing for Financial Advisors clearly addresses the possible solutions for this hairy situation, which any experienced financial manager has had to face. I HIGHLY recommend this book; you owe it to yourself to read it before your serious competition does.

    Was this review helpful? Yes  No   Report this review
Sort by: Showing all of 2 Customer Reviews

If you find inappropriate content, please report it to Barnes & Noble
Why is this product inappropriate?
Comments (optional)