It’s natural to think that the solution to all of your problems as a financial advisor is lead generation. The more leads you have, the more you can convert to paying clients, right? Unfortunately, that’s not always the case. The problem with some traditional paid ‘lead gen’ services is that they are fundamentally flawed: In the world of financial advice, …
What is a Financial Advisor and tips to become one What is a financial advisor? Unfortunately, the “financial advisor” term has many meanings. It has been thrown around so much and used in so many different ways that not only does our profession struggle to define it, consumers do as well. Heck, even the word ‘advisor’ is sometimes spelled adviser! …
Let me tell you a story on how I use/used Richard Branson’s advice on embracing entrepreneurship as a Financial Advisor. I started my entrepreneurial journey as a ‘virgin’, and like most virgins, I didn’t know what I was doing. I use the word virgin because the entrepreneur who has inspired me the most throughout my career is Sir Richard Branson. …
When I first moved my practice online, there were a lot of digital marketing ‘tricks of the trade’ that I had to learn through trial and error. I didn’t have access to the Conneqtor training or templates, or the global Conneqtor community of advisors. I had to figure out the best ways to reach new clients as well as how …
Are you wondering how to get clients as a Financial Advisor? It’s probably the most popular question I get asked. Landing your ideal clients and growing your firm is the dream, right? It doesn’t have to be just a dream, though. Getting clients as a Financial Advisor is a whole lot easier when you embrace a digital-first approach, which is …
Social media content ideas for Financial Advisors As a Financial Advisor, the task of creating content for social media marketing probably seems pretty foreign compared to your day-to-day work and expertise. I should know – I had to build my brand from the ground up when I moved my practice online, and it quickly became clear that I would need …
Of all the challenges you were prepared to face as a financial advisor, search engine optimization, or SEO, probably didn’t even feature in your top ten list, right? I know it took me by surprise. But to thrive in the digital world we live in, you’ve got to think about your marketing and all the things you can do to …
When I first started out as a financial advisor, having a website was completely foreign to me. I had been taught to cold call and door knock to get new clients, websites where not promoted at all. After getting tired of these old tactics and seeing what was possible by having an advisor website I realized I had to have …
Over a century ago, Emmert Wolf wrote that “a man is only as good as his tools”. This remains true to this very day. If you’ve ever tried to fix something in your house and not had the right tools for the job, you know how frustrating and time consuming it can be! But it’s also true that a tool …
As I explained in part 1 of this email marketing for Financial Advisors series, email marketing is a powerful tool for those of us that want to attract, nurture, and bring on new clients in the financial advice game. Not only does email marketing deliver your messaging right to your prospects’ inboxes, but it also allows you to really establish …
Email marketing is a powerful digital marketing tool for Financial Advisors. Why? Well, because it’s relatively free, doesn’t take much time, and has the best ROI of all the marketing tactics out there. I regularly recommend that Financial Advisors use email marketing for prospecting, nurturing leads, and keeping their current clients happy and informed. Let’s look at some email marketing …
Even though I have gray hair I too was once a new financial advisor. If you’re new to our wonderful profession & industry, then welcome! If you’re a veteran then you still might learn a thing or two! Choosing to be a financial advisor as a career path can lead to sometimes unlimited earning potential with the added benefit of …
