Episode 2: What To Do If Your Social Media Stinks
Most financial advisors are skeptical that social media can effectively drive leads. Some even believe it’s not possible. In this podcast, I’ll describe exactly how
June 21, 2018
Author: saragrillo
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Episode 1: Don’t Be A Cliche
99% of financial advisor marketing is generic, full of clichés and jargon. In this podcast, I’m going to highlight some examples of terms financial advisors
June 20, 2018
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
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
Financial advisor office design tips
For financial advisors, getting leads is a brutal task so make it easier by doing everything you can to increase motivation, starting with your office
June 4, 2018
My Take on Michael Kitces’ Opinion of Investopedia Advisor Insights
While I agree with Kitces’ point, I also see a few ideas that this article didn’t mention which are important for advisors to consider if they are creating a digital marketing strategy.
June 3, 2018
7 Signs Your Financial Planning Website Is Outdated – Guest Post
We get asked the question a lot – “Does my website need to be updated?” If you haven’t touched your website in a year or more then it’s likely likely your technology is lagging. But more importantly, you may be losing customers. Still unsure if your website is past it’s prime? Our team has put together a list of the top seven signs your website may be in need of a redesign.
May 11, 2018
How to Create a Financial Advisor Lead Generation Website
Here’s how to put some zest into your website without stirring up the compliance demons and by doing so create a Financial Advisor Lead Generation Website.
March 4, 2018
What makes a good LinkedIn profile? (5 examples)
Here are some examples of what you should and should not do with your personal brand on your LinkedIn profile.
November 12, 2017
Should I Move my RIA Firm to the Cloud?
This article covers what the risks and rewards may be for RIA firms considering moving to the cloud.
November 2, 2017
