7th Wave Media

Blog

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

The power of LinkedIn carousels for financial planners & professionals. Read More »

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

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

Compliance concerns when marketing for financial planners.

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

Compliance concerns when marketing for financial planners. Read More »

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

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

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

12 Scripts for financial professionals to ask for referrals. Read More »

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

Why financial professionals should be ACTIVELY asking for referrals. Read More »

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

Most Common and Worst Investment Mistakes, According to Financial Advisors Read More »

Scroll to Top