Most financial advisors dream of an amazing life when they start their business. They think they’ll make more money than ever, spend a ton of time with their family and go on exotic vacations.
But reality is usually different.… READ MORE
There’s only one thing worse than not having a website for financial advisors: Having a bad website. If prospects find a website that undermines their trust, they’ll never become a client.
Luckily, you don’t have to become a professional marketer to have a convincing website that attracts clients.… READ MORE
Starting out as a financial advisor is simple: If you join a big firm, you don’t have to build relationships with brokerages or create your own brochures and other marketing materials.
But that comfort comes at a cost: Big firms can restrict how and where you market.… READ MORE
Getting clients as a financial advisor can be excruciating. You cold-call, create content, send emails, attend networking events and maybe even pay for ads. The result? A few appointments with lukewarm prospects who just want your advice so they can manage their money themselves. … READ MORE
If you want to improve your marketing, attract more leads and close more clients, there’s tons of “experts” willing to teach you in their books, courses, webinars and coaching programs. Some are great, others are helpful, but many are just plain ripoffs. … READ MORE
Being a financial advisor means you’re in the business of building relationships. It usually takes multiple meetings with a prospect before he becomes your client.
But right now, it’s almost impossible to meet your prospects and clients in person.… READ MORE
If you prospect on LinkedIn, you probably know about the Social Selling Index (SSI). It’s a metric LinkedIn uses to evaluate how well you perform on their platform. The higher, the better.
But a high SSI isn’t all there is to getting clients on LinkedIn.… READ MORE