In this video you will learn how to improve your results by using a simple tracking technique.
Podcast
Episode 1: Don’t Be A Cliche
99% of financial advisor marketing is generic, full of clichés and jargon.
June 20, 2018
Vid 18: Results, Results, Results! Let’s Get ‘Em!
RELATED POSTS
Practice Management
Is it Okay for Financial Advisors to Swear in Front of Clients?
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.
June 8, 2018
Practice Management
Is it Okay for Financial Advisors to Cry in Front of Clients?
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.
June 8, 2018
Financial Advisor Lead Generation
Financial advisor office design tips
For financial advisors, getting leads is a brutal task so make it
June 4, 2018
Financial Advisor Marketing
My Take on Michael Kitces’ Opinion of Investopedia Advisor Insights
While I agree with Kitces’ point, I also see a few ideas that this article didn’t mention which are important for advisors to consider if they are creating a digital marketing strategy.
June 3, 2018
