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 …
Compliance concerns when marketing for financial planners. Read More »
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 …
A few notes and tips for financial professionals to get more referrals. Read More »
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 …
12 Scripts for financial professionals to ask for referrals. Read More »
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 …
Why financial professionals should be ACTIVELY asking for referrals. Read More »
7th Wave Media helps financial professionals reach a far bigger audience with smart but personal marketing messages, bringing in new leads and clients. So, it’s fantastic to get an email like this one I received a few weeks back from one of my favorite clients, a mortgage broker in Dublin, Ireland. In this email, John …
Proof that starting a podcast can bring in business. Read More »
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 …
Most Common and Worst Investment Mistakes, According to Financial Advisors Read More »
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 …
What Do Financial Advisors See as Their Biggest Benefit to Clients? Read More »
✅ 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. …
Norm Schriever talks about how 7th Wave Media can help financial professionals Read More »
✅ Did you know that there are more than 5 billion email accounts in the world today, with 332 billion emails sent each and every day?! ✅ When it comes to communicating with clients and nurturing new prospects, financial professionals have a variety of avenues to choose from. ✅ Email campaigns should be chief among …
Why do financial professionals need to utilize email marketing? Read More »
✅ Google My Business is an invaluable online resource for financial professionals, with some profound benefits and advantages. ✅ It not only on matches your business or firm with those who are actively searching for your services but focuses on local searches in your area or where you do business. ✅ It’s also free to …
Financial professionals – are you using Google My Business? Read More »