Should you use your broker dealer’s free marketing content?
Question from a subscriber: “My broker dealer (wirehouse, insurance home office, etc.) provides me with free marketing content. Should I take it or not?” No.
March 8, 2024
Day: March 8, 2024
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How financial advisors can get leads from a live seminar
Question from a subscriber: “I’ve been giving seminars the local library. How do I get people to book an appointment with me at the end?”
March 8, 2024
Am I spending too much time on social media?
Question from a subscriber: “How much time each day should I spend on social media (Twitter, Facebook, LinkedIn)?” 25 minutes a day. That’s it? Yah. You
March 8, 2024
How to get time for marketing if you are a solo financial advisor
Question from a subscriber: “As a solo advisor focused more on my clients, and maintaining a consistent marketing campaign is a challenge. For a couple
March 8, 2024
What to do if your calendar is a brick wall of meetings
Question from a subscriber: “My calendar is a brick wall of meetings. How can I free up time so I can market my practice?” Here’s
March 8, 2024
Is AI taking over financial advice? Not so fast!
Is AI taking over financial advice? Not so fast! ? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down
March 8, 2024
