As a financial advisor, you help clients achieve their financial goals. So you first need to find out what their goals are.
But the worst way to do that is to ask them. In fact, if you ask your clients about their goals, you might be sending them straight to another advisor.…
If you’ve ever read an article or watched a video on millionaire financial advisors, it’s easy to get jealous: They live in mansions, spend weekends on their yachts and work from an office that overlooks the city. …
READ MOREYou can have a slick website, complicated funnel and awesome content. But if the wrong people come to your site, you’ll never get a single client from all of it.
There are different types of website visitors.…
Some financial advisors rake it in with email marketing. Every day, they open their calendar to see new appointments with interested prospects.
But many advisors send email after email and only get unsubscribes.…
When you run ads to get more clients, you have to send them to a landing page. But if nobody converts on your landing page, you’re burning your money.
That’s why your conversion rate is so important if you want to get more clients online.…
Most financial advisors know they shouldn’t do everything themselves.
You’ve probably heard it before – figure out the type of work that makes you the most money and outsource the rest.…
Most financial advisors make marketing harder than it needs to be. They see themselves as financial experts, not marketers. That’s why they think it’s hard to attract clients online, so they make it hard.…
READ MOREWhat’s holding you back from achieving your business goals? You might think it’s a lack of experience, tough competition or not enough time.
But for most financial advisors, their own biased thinking holds them back more than anything else.…
With all the marketing methods, strategies and channels out there, it’s easy to get overwhelmed.
If you had a podcast, LinkedIn, newsletter, Instagram, TikTok and everything else “experts” say you need, you’d be a marketing department – not a financial advisor.…
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. …
