It makes me sick to think about the extent to which financial advisors are ignored, blown off, breadcrumbed, and even subtly deceived by deadbeat CPAs
Today we’re going to be taking about financial advisor video marketing. We’re kicking it with Katie Braden, the host of the Innovating Advice Podcast, a
This blog provides some scripts you can follow when you post to LinkedIn. Remember, as expressed in Vid 82, you have to vary the type of content, and its format. Don’t post the same looking content each time. You can use these scripts as a template to guide you as you write your posts, but […]
If your CPAs, attorneys, etc, aren’t on LinkedIn, you’re missing out on a great opportunity to gain exposure to their networks. So kick those deadbeat financial advisors COI’s to the curb and let’s get going on a better strategy of finding COI’s who are cool, do care about you, and WILL reciprocate business! I’m going […]
In this blog/podcast, I discuss nine financial advisor elevator pitch examples. You can use these when meeting prospects on LinkedIn, in person, or through other
I’ve had quite a few folks join this membership recently who are interested in developing relationships with business owners. As a general rule, the more specific you can be about the type of business owner you wish to serve, the easier the task becomes. Keep in mind that business owners are pummeled by advisors trying […]
A few years ago, I experimented with LinkedIn messages and postings and I got some of the best results of my ten years on the
In this podcast I speak with Brad Wales, the founder of Transition to RIA, about the differences between being an in-house broker-dealer rep and having
This is a very serious and important message. Please talk to your clients about Robinhood ASAP and teach them how to protect their kids. Young
I see you financial advisors all the time posting the same type and format of content over and over again. The audience is bored to death by this monotony. Financial advisors who want to optimize their performance with the audience should vary their LinkedIn content by 1) tone and 2) format. Here are some examples […]
