7th Wave Media

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The power of LinkedIn carousels for financial planners & professionals.

Financial planners and professionals are particular active on LinkedIn, using it to network, find great referral sources, and connect with their high-net worth, professional clients. But too often, our LinkedIn posts or updates fall on deaf ears, failing to reach out audience or get significant engagement. The problem is that most people don’t understand how …

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More Google My Business Hacks for Financial Professionals (Including their algorithm revealed!)

✅ Google’s business platform is invaluable for any financial professional or business owner – and it’s free to use. ✅ Did you know that the average business is found in 1,009 searches per month, with 84% of these coming from discovery searches?! ✅ And yet SO FEW financial planners, advisors, mortgage brokers, etc. I work with take full advantage …

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Compliance concerns when marketing for financial planners.

Financial planners have a huge concern when it comes to marketing: compliance. In fact, compliance becomes somewhat of a bottleneck in most FP organizations, and many planners and advisors flat-out give up on the idea of promoting their services with anything but very standard marketing pieces because of compliance concerns. Of course, compliance is essential …

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A few notes and tips for financial professionals to get more referrals.

Financial planners and professionals are in a high-ticket business. That means when you get a client, you’re going to get their business this year, next year, and probably multiple services. You get residual income. Hopefully they’re a client for life and then you get their children’s business, too. So, asking for referrals and getting referrals …

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12 Scripts for financial professionals to ask for referrals.

Are you maximizing referral business? Getting new leads and new clients is the lifeblood of any business, and studies show that referrals from current clients is the best, most efficient, and most lucrative source of new business. In this world of high technology and fast-paced marketing, simply asking for referrals is incredibly basic, right? And …

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Why financial professionals should be ACTIVELY asking for referrals.

Are you maximizing referral business? Getting new leads and new clients is the lifeblood of any business, and studies show that referrals from current clients is the best, most efficient, and most lucrative source of new business. In this world of high technology and fast-paced marketing, simply asking for referrals is incredibly basic, right? And …

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Most Common and Worst Investment Mistakes, According to Financial Advisors

In this video, I take a look at a recent survey from the personal finance world that posed a question to thousands of financial planners around the U.S., “What are the most common investing mistakes you see?” The results offer great insight into what mistakes, errors, and pitfalls keep the average person from growing significant …

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What Do Financial Advisors See as Their Biggest Benefit to Clients?

In this short video, Norm Schriever of 7th Wave Media talks about a new study that asked financial advisors across the U.S., What do you see as the biggest benefit you offer to your clients? The results are pretty interesting, as you can see in this graphic that summarizes the answers. Most illuminating was that …

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Norm Schriever talks about how 7th Wave Media can help financial professionals

✅ There are currently 218,000 financial advisors in the US, 239,324 mortgage originators, and countless other small business owners in financial services. ✅ If you’re one of them, what’s your plan to reach new clients and grow? 

 ✅ 7th Wave Media provides effective marketing campaigns for financial professionals that save time, make money, and help you grow exponentially. …

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