7th Wave Media

Financial Services

Why you NEED to set up a LinkedIn newsletter and start posting articles today.

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 »

AI for financial planners – your Power Point deck is here.

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 »

Are your email marketing campaigns falling flat? (I have the solution)

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

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Just like UConn, master the fundamentals to see your business win. 🏀

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 »

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