I recently had a financial planner client confess to me that there are a good number of his peers who are probably only mediocre as advisors (he used much harsher language!) but great at marketing. So, therefore, their business was booming. Far more in fact than those who were objectively great financial planners but who […]
The marketing formula every financial planner needs to know. Read More »
What’s the most important marketing I should be doing? I often get that question from financial planners, professionals, and business owners, as they try to navigate their seemingly endless and often confusing options. Help! It’s all too much! Usually, once faced with this marketing frustration, the professional either ends up: If this sounds familiar, you’re
What’s the most essential marketing for financial planners and professionals? Read More »
I wanted to bring you something today that’s become an important tool for many of my financial planner clients, and that’s a client satisfaction survey. Have you heard the business axiom, if you’re not talking to your clients, then someone else is? While that is definitely true, I would like to add an amendment to
The power of client satisfaction surveys for your business. Read More »
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 »
✅ 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
