SEC rule allows financial advisor testimonials. Big whoop.
In December of 2020 the SEC ruled that financial advisors at some point in the future will be allowed to use testimonials and reviews of
December 29, 2020
Category: Podcast
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Best financial advisor prospecting podcasts
In this pod-blog you are going to learn the best podcasts for financial advisor lead generation and prospecting. I’m going to talk about the five
December 26, 2020
The future is clearest with Bob Veres
In this podcast I interview Bob Veres about the future of the financial planning profession. According to Veres, financial planning is not dying but rather
December 14, 2020
Financial Advisor Marketing Plan + Downloadable Template
In this blog and podcast, I’m going to talk about the components of a simple and easy financial advisor marketing plan. You will learn: Why
December 9, 2020
Two Sentence Financial Advisor LinkedIn Scripts
In this blog/podcast I teach financial advisors about LinkedIn scripts, rebuttals, and client messages that elevate their value. The Two Sentence Rule can potentially enable
November 23, 2020
Financial Advisor LinkedIn Messages and Sequences that will NOT make you look Stupid
This podcast/blog is going to discuss financial advisor LinkedIn messages and sequences that won’t make you look stupid. Lots here – so make sure you
November 10, 2020
Financial advisor marketing ideas after election
Here are some financial advisor marketing ideas for election season. There is a huge opportunity to raise your profile in three major ways. Google traffic
November 8, 2020
LinkedIn Prospecting Messages and Sequences that get Financial Advisors Leads
In this blog/podcast I am going to teach you how financial advisors can create super awesome LinkedIn prospecting messaging and sequences to engage and get
November 4, 2020
How Financial Advisors can communicate during a crisis
In this blog/podcast I am going to talk about a Crisis Marketing Strategy for Financial Advisors during COVID-19. There is a specific strategy with 3
November 3, 2020
This financial advisor is kicking ass with COIs
Financial advisor Matthew Jarvis has a great way of cultivating COI relationships. Learn how to get referrals from a CPA by listening to this podcast.
November 2, 2020