Podcast
Episode 3: How to Close Online Leads
In my experience, most financial advisors handle online leads poorly after they
June 21, 2018
How to overcome any fear
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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
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
