Imagine that one of your clients referred a friend to you and you’re trying to book that elusive but important first meeting. Maybe you’re even approached a local business about coming to do an education series about financial planning and you’re trying to catch their attention. Or you’re trying to win the business of a […]
Writing a book is like a marketing secret weapon. 📚 Read More »
If the goal of marketing is to get people to know about you and your business in a very professional, credible light, then media mentions, appearances, and articles present an incredible opportunity to spread the word. I use the term media to encompass showing up in articles, being quoted, published in newspapers, in online publications
Exploring media opportunities as a marketing tactic. Read More »
Hey hey everyone – I hope you’re doing great. I’ve talked about flipbooks and how you can use them for your marketing in the past, and I’ve had more and more clients asking me to create flipbooks as a marketing tool for their business. But I’m also getting questions from some people who want to
A closer look at flipbooks (and why you should use them!) Read More »
In this new series, I’ll take a question about marketing or lead generation from a financial advisor, professional, or business owner and answer it on-air. Today, a client of mine asks, “Are paid social media ads worth it?” Great question, as it’s far too easy to sink hundreds or even thousands of dollars into Facebook,
Answering Advisor Questions: “Are paid social media ads worth it?” Read More »
I know you guys are busy. In fact, I’d say the biggest challenge to financial planners investing in the growth of their business is not money, but their time. And if time is money, then in the money business, your time is doubly important.(Someone please check my math on that one!) I can relate because
The best damn marketing strategy if you only have one hour per week. Read More »
I love this time of year – the weather starts to cool down, the football season kicks off, we look forward to the leaves changing and fall foliage, and the upcoming holidays. And as September comes, I can’t help but to start thinking, planning, and strategizing about the end of the year and launching to
It’s time to start planning for a successful 2025! Read More »
Hey hey, everyone I hope you’re doing fantastic. Lately, I’ve been designing and implementing landing pages for a few clients, so I thought I’d share some basics and best practices about those with you. So, in this video, I introduce landing pages and offer a little more information, and I also have a PDF guide
In this new series, I’m going to highlight 3 things that will greatly help you market your business, generate leads, save time, and grow revenue. This is just a quick snapshot meant to expose you to these tools and resources in a short amount of time. I just summarize the high points of each of
3 Things: #1 lead generation strategy, email signatures that POP, AI tools. Read More »
Hey, As new people contact you and you try to convert cold leads to loyal clients, you’re probably sending out a whole lot of emails, PDFs, and other materials. These usually contain endless text – which the vast majority of people scan quickly, decide they don’t want to take half their morning to read it
Flipbooks will elevate your client experience and marketing strategy. Read More »
In this new series, I’ll take a question about marketing or lead generation from a financial advisor, professional, or business owner and answer it on-air. Today, my friend and client, Jim, asks, “Are referrals dead?!” I hope you get something out of this answer. And for a more in-depth look at the strategy behind asking
Answering Advisor Questions: “Are referrals dead?!” Read More »
Hello everyone – I hope you’re doing great. A couple weeks ago, I brought you some information about a powerful marketing tool that you absolutely should be using, and that is LinkedIn newsletters. As I explained, LinkedIn newsletters – and articles that you post to those newsletters – have an amazing reach to all of
Start a LinkedIn newsletter & post articles in less than 5 minutes. Read More »
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 »
