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In this podcast we contemplate whether or not the United States is still a capitalist country. My guest, Lance Roberts, is the chief investment strategist at RIA Advisors, an RIA with $900MM in AUM, and the editor-in-chief of RealInvestmentAdvice.com, a weekly subscriber-based newsletter that is distributed nationwide.
Music is Much Higher by Causmic
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.
