Financial Advisor Sales Funnels bite (make yours better)
This podcast/blog is going to be about financial advisor sales funnels and why they freeeeaking bite. And then I’m going to tell you what nobody
August 3, 2020
Author: saragrillo
View Posts By Category:
Search by Keyword:
Vid 65: Lead Magnet Basics for Financial Advisors
In this video you will learn the basics of what a lead magnet is for financial advisors, how to create a landing page to house the lead magnet, and how financial advisors can use lead magnets to develop their email contact list and get new prospects. It’s important for financial advisors to have a way […]
To access this post, you must purchase Membership Prime Portal.
August 1, 2020
Are we still a Capitalist Nation? -with Lance Roberts
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
July 27, 2020
Having fun drives down the cost of a financial advisor lead! (true story)
In this blog/podcast I interview Josh Scandlen, a financial planner and successful YouTuber who has been able to achieve what most financial advisors only dream
July 13, 2020
Success story of a financial advisor who gets leads from the internet with Benjamin Brandt
In this podcast you are going to hear the story of financial advisor Benjamin Brandt, a financial advisor success story. For those of you who
July 6, 2020
Financial advisor lead generation services stink!
Financial advisor lead generation services stink. Please read to learn about the four reasons that buying financial advisors leads does not work out most of
June 30, 2020
Vid 62: Advanced Messaging Tips
In this video you will learn about some advanced messaging techniques to use on social media. The key thing to remember is that the List of 20 is not static; it is dynamic. So if somebody does not respond after 3 messages, then you should get them off the list and get someone else on […]
To access this post, you must purchase Membership Prime Portal.
June 30, 2020
Vid 63: Searching your LI connections made easy!
Many of you have qualified prospects and COIs in your LinkedIn connection base; however it is hard to be aware of them because you’d have to search and scroll which can get overwhelming. Here is an easy way.The List of 20 is dynamic, not static. If somebody is not responding, get them off the list […]
To access this post, you must purchase Membership Prime Portal.
June 29, 2020
Vid 64: Beautifying your LI postings
Posting something to LinkedIn is not as simple as it would seem. In this video you will learn the process for beautifying your LinkedIn postings to increase engagement.Here are the steps to take. Paste a link where it says “start a post.” The preview image should come up. After it does, you can go ahead […]
To access this post, you must purchase Membership Prime Portal.
June 29, 2020
Financial Advisor Prospect Meeting: How much to give away for free?
How much should you give away in a first meeting? The least that you can and still be seen as credible enough to close the
June 28, 2020
