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
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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
Wealth management brands are pathetic – how to make yours better
Why do wealth management brands stink so badly? Bland colors, boring company names, the same old tired fonts and logos. Oh, please. Get some personality
February 1, 2021
How much will financial advisors and planners make in 2021?
How much will financial advisors make in 2021 (probably)? How much will financial planners make? In this blog I’m going to discuss what financial advisor
January 21, 2021
How can a financial advisor get leads from LinkedIn?
In the blog below we will discuss how a financial advisor can get leads from LinkedIn. I share five key takeaways from my podcast with
January 12, 2021
LinkedIn social media tips for highly-regulated and wirehouse broker dealer reps
In this blog-pod, you are going to hear four Linkedin social media tips for broker dealer representatives and highly-regulated financial advisors. If you are a
January 4, 2021
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
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