Financial Planning Blog

Insights

Get insights, strategies and research from the AdvisorEngine team to create a better client experience for your clients and drive growth for your firm.

George Irvin

George Irvin oversees AdvisorEngine’s growth and advisor relationships in the Western United States. George has spent nearly 20 years in financial services holding positions in a variety of roles including operations, marketing, and most recently business development at some of the industry’s most widely known firms. Prior to his role at AdvisorEngine, George was the Vice President of Business Development at LPL financial where he consulted with and recruited complex financial advisor enterprises, large teams, and institutions in creating growth strategies and converting to LPL’s broker-dealer and custody platform. George earned his Bachelor of Arts from the Ohio State University, and his Masters of Business Administration from the University of San Francisco. George is based in San Diego, California.

Blog Feature

Digital Marketing For Financial Advisors: Why It Matters

Here’s a secret - most financial advisors do not use digital marketing effectively. They say things like: 

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