Financial advisor video marketing tips so you can get the TKO!
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
March 15, 2021
Author: saragrillo
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Vid 85: More LinkedIn posting scripts
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 […]
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March 12, 2021
Vid 84: Kick those deadbeat COI’s to the curb – and do this instead!
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 to […]
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March 10, 2021
9 financial advisor elevator pitch examples with some zing!
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
March 8, 2021
Vid 83: Meeting Business owners on LinkedIn
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 to […]
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March 2, 2021
Simple and clear LinkedIn scripts for financial advisors
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
February 22, 2021
RIA firm marketing for financial advisors who want to kick their broker dealer out the window!
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
February 17, 2021
IMPORTANT: Financial advisors – talk to your clients about Robinhood, TikTok, Reddit, and their kids RIGHT NOW
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
February 16, 2021
Vid 82: Financial advisors need to vary their LinkedIn content by tone and format
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 of […]
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February 5, 2021
Vid 81: Get a rocking financial advisor LinkedIn title
In this video I show two examples of good financial advisor LinkedIn titles. Having a good financial advisor LinkedIn title is important because it adds power to your LinkedIn page. It will help you set yourself apart, have a stronger brand, and attract more attention. Don’t use the same boring old cliches like “Helping my […]
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February 5, 2021
