Financial advisors are skeptical that leads can be gained from social media. It can be a source of leads, but I see so many financial advisors using awful pick up lines. In this episode I’ll go over what you should and shouldn’t be doing when you reach out to Big … Click Here To Read More
In my experience, most financial advisors handle online leads poorly after they go through all the trouble to get them. I’m going to discuss how an online lead is different from one you receive through word of mouth or referral. I will then talk about what you should say to … Click Here To Read More
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 you should do it and outline a clear plan of action to take so that you can get leads from social media.
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 commonly use that are meaningless. Then I’ll talk about the three steps you should take to fix it.