As a financial advisor, your expertise is centered around stocks, funds and other investments.
But what if a client needs help with Medicare? It has a significant impact on your client’s financial life – and supporting them with it lets you earn even more of their trust. … READ MORE
Getting long-term advice and the principles behind it moves your business forward. But sometimes, you want a quick answer to a quick question.
In this episode, you’ll hear rapid fire answers to marketing questions asked by financial advisors after listening to the show. … READ MORE
Few things in business are worse than worrying about where your next client will come from. Sure, you might see success with LinkedIn outreach, asking for referrals and attending networking meetings. … READ MORE
Your website is how you present yourself to potential clients. Even if you’re crushing it on LinkedIn, you won’t get clients if your website sucks.
But unless you’re a professional marketer, it’s hard to know what makes a good website. … READ MORE
We all get 24 hours each day. Some financial advisors work from sunrise to sunset and never see their kids. Others own beachfront mansions, drive luxury cars and jet off to exotic vacations with their family. … READ MORE
Most financial advisors prefer spreadsheets and stock charts over cold-calling and prospecting. But if you can’t sell, you don’t get clients.
And without clients, you don’t have a business. … READ MORE
Today, marketing is almost impossible without modern technology:
LinkedIn, email, marketing automation and other technologies all help you attract qualified leads without leaving your house. … READ MORE
Marketing experts tell you where to market to attract more clients. If you followed everybody’s advice, you’d be running a media business and have no time to serve your clients.
So, do you really need a website, a YouTube channel, an email list, 5 social media accounts and a blog?… READ MORE
It’s fun to tell prospects about investments. Their eyes light up when you tell them how much their portfolio would grow if they bought the right assets.
In contrast, tax planning is boring. But it’s an exciting marketing opportunity for financial advisors:
If you’re touting your favorite stocks, bonds and funds, you’re like any other advisor.… READ MORE
Financial advisors, marketers and other businesses have used email marketing to attract clients for decades.
But when social media came around, self-proclaimed experts started announcing the death of email marketing.… READ MORE
