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In this episode, I interview Kirk Deis of Treehouse 51 and The Bug Squasher where he tells financial advisors what they should be doing to generate more leads from their websites. We cover how to get the website you want without reinventing the wheel, show up on Google, hire the right website person when everyone claims to be an “expert”, know if your website is working or not, and simplify the process of remediating issues that come up with your website.
Is it actually possible for financial advisors to get leads from social
Despite what is commonly believed, financial advisors aren’t competing with the robos;
If you’re not texting your clients, here’s why you should join “Team Text Message.” In this interview with Jonathan Maddock of Redtail Technology, I cover the reasons why your clients are expecting this from you (across all age groups and demographics) , texting do’s and do not’s, and the rules you should follow when texting with clients.
As financial advice becomes more automated, how do you justify your (higher-priced) value as a human being? Join me and my guest, the great Steve Sanduski of Belay Advisor, as we discuss how to communicate with your clients in a way that increases influence.
