In this new series, I highlight 3 things that will help you market your business, generate leads, save time, and grow revenue. This is just a quick snapshot to help you become familiar with these tools and resources. In this video, I summarize the high points of each of these three things with my more […]
3 Things: Client surveys, Dubb.com, and LinkedIn newsletters. Read More »
Hey, everyone, I hope you’re doing great. As financial planners, professionals, and business owners, most of you are very active on LinkedIn. It’s still the best place to find high-net-worth, serious clients and expand your professional network. There’s one LinkedIn tool I’ve found that is absolutely incredible for boosting your results and exponentially increasing your
Why you NEED to set up a LinkedIn newsletter and start posting articles today. Read More »
It’s an exciting time to be in financial services. With the rapid advancements in AI, the way we market and grow businesses is transforming right before our eyes. Integrating AI into your operations isn’t just about keeping up with technology—it’s about setting the stage for significant growth, enhanced client relationships, and a stronger market position.
AI for financial planners – your Power Point deck is here. Read More »
As a financial planner or professional, you write and send about a bizzillion emails per day. (Please don’t ask me for the source of that statistic, but you know it’s true!) A good number of them are for prospecting, following up with referrals, and trying to get new leads to commit to a meeting so
Make your email signature POP! 💻 📤💥 Read More »
Most of you use LinkedIn for professional networking but also finding and engaging with potential new clients. As a financial planner or professional, optimizing your LinkedIn profile and making sure it stands out from the rest is pivotal for connecting with more people and growing your business. So, I wanted to bring you this cool
Setting up an audio introduction on your Linkedin profile. Read More »
I’ve been talking to a whole lot of financial planners lately, helping them with their marketing, lead generation, and client acquisition, and I’m seeing nearly limitless potential for them to thrive and grow their business. So, today I thought I’d give you a quick reintroduction to 7th Wave Media and what we can do to
How can 7th Wave Media help your business grow? Read More »
If you’re a financial planner, professional, or any business owner, you better be active on social media. After all, if you don’t spread the word about your services, engage with new audiences, and ask for business, how will you ever grow and gain new clients? But we sometimes get the question, which is the “best”
Which social media platform is “best” for financial planners? Read More »
I want to introduce you to a platform called Dubb.com that can really make a huge impact on your email marketing, lead generation, and put dollars in your pocket. There are a whole lot of things Dubb.com can do, but here is the big takeaway: When you send someone an email, you can only write
This will boost your email open rates by up to 300%. 📩 💫 Read More »
I’ve been putting a lot of work into email marketing lately, breaking down some great strategies, tactics, and tools for you to improve the effectiveness of your email outreach campaigns. Earlier this week, I shared these statistics about email marketing effectiveness rates across the financial planning industry. (These stats are through 2023 and in the
Are your email marketing campaigns falling flat? (I have the solution) Read More »
In the ultracompetitive world of financial services, making a memorable first impression is key, and that’s where branding comes in. 💼 Branding is a word that’s at the same time cliché and not nearly talked about enough.When it comes to your business, branding isn’t just about a logo or color scheme (although those are important).
The importance of branding for your business 🎯 Read More »
Today, I wanted to give a shout-out to my boys from UConn, who just won their second straight national championship and sixth overall. 🏀 Watching them repeat got me to thinking about what defines their prolonged success, or the winning attitude and work ethic of any legendary player, team, or program. Coach Dan Hurley teaches
Just like UConn, master the fundamentals to see your business win. 🏀 Read More »
I’ve worked with hundreds of clients over the years, and one of the aspects of my job description that mostly goes unnoticed is also really important: protecting them. That could mean protecting them from every single marketing service, new platform, or even salesperson that’s coming at them. And it’s also my responsibility to protect them
Protecting you (from others and yourself!). Read More »
