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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.
In my experience, most financial advisors handle online leads poorly after they
Most financial advisors are skeptical that social media can effectively drive leads.
99% of financial advisor marketing is generic, full of clichés and jargon.
Swearing is a big no-no for advisors to do in front of clients, but if done correctly (and that’s a big “if”), swearing can set you apart from other brands that may not have the courage to be so raw. Just as the famous financial disclaimer goes: higher risk, higher potential reward.
I’ve talked before about how instead of being shrouded and veiled, advisors should come across in a more human and relatable way with clients and prospects. But how raw can get you before you step over the line –is it okay to cry in front of clients? Sometimes the authenticity can say more about your authenticity than any marketing pitch.
