News & Events

Do You Know How To Make Your Marketing Stand Out? How do you attract new clients: Do you rely on referrals? Invite people to workshops? Alone, these tried-and-true strategies are not enough. According to CaroleAnne Hardy, founder of marketing firm The Advisors Voice and a speaker during the 2017 SSG Conference, a strong digital presence

From Advisors News, May 31, 2017. FINRA recently unveiled tough new directives for broker-dealers on their social media practices, with special attention on text messages and use of company materials on private advisor accounts. The entire notice is well worth reading, especially if you’re a financial services professional who uses social media, texts with clients,

CaroleAnne Hardy spoke at the Shareholders Service Group (SSG) Conference for Independent Registered Investment Advisors in San Diego on April 26, 2017. CaroleAnne presented a session on the importance of marketing “with purpose and personality” and how the use of original, dynamic online content can help advisors attract and retain clients. Lauren Klein of Klein

From The Work at Home Woman, March 23, 2015. Tell us a little bit about your ghostwriting journey. My path to becoming a ghostwriter was anything but typical. In college, I trained as an actress, learning how to interpret and become a character, and as a writer, learning how to tell a character’s story in

CaroleAnne Hardy was a featured speaker at XP Securities’ first Expert Latin America Conference in Miami, Florida. Speaking to attendees from Brazil, CaroleAnne shared how US advisors are tackling some of today’s biggest digital marketing challenges—including breaking through the ‘noise’ of the internet to attract and retain advisory clients. Following the session, The Advisors Voice

In one of the most popular education sessions of the Charles Schwab IMPACT conference in San Diego, CA, this week, CaroleAnne Hardy, founder of The Advisors Voice, spoke to more than 400 advisors on the power of “finding your voice” when marketing their own financial services firms. Combining her background in acting with her decades