Podcast
Episode 4: How To Connect With Big Shots On LinkedIn
Financial advisors are skeptical that leads can be gained from social media.
June 22, 2018
Grounded goals (non corny)
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Podcast
Episode 3: How to Close Online Leads
In my experience, most financial advisors handle online leads poorly after they
June 21, 2018
Podcast
Episode 2: What To Do If Your Social Media Stinks
Most financial advisors are skeptical that social media can effectively drive leads.
June 21, 2018
Podcast
Episode 1: Don’t Be A Cliche
99% of financial advisor marketing is generic, full of clichés and jargon.
June 20, 2018
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
