In a recent video, I shared what’s the #1 lead generation strategy for financial planners, which is contacting companies, organizations, and even groups and offering to come speak, teach financial literacy, and give workshops or seminars. Whatever you want to call it, being in front of an audience in a group setting and speaking about […]
How to implement your #1 lead generation strategy. Read More »
I’ve worked with financial planners and financial professionals helping them with their marketing for decades now and seen a lot of lead generation strategies that didn’t work so well, but a few that were great. So, today I want to introduce one of the most efficient, effective, and highly productive lead generation strategies I’ve seen
The #1 best lead generation strategy for financial planners & professionals! Read More »
I work with a good number of financial planners, professionals, and business owners, and I’m always in awe of their ability to juggle 1,000 things every day, do a great job for their clients, and somehow keep the lights on. It got me to thinking about the top challenges, problems, and issues faced by financial
Financial Planners & Professionals – what are your biggest challenges? Read More »
Are you and your company looking for some knowledge about marketing and how to gain new clients? I’d be happy to share all of my information, advice, and resources at your next office meeting, study or networking group, or special seminar. We all need to keep learning, educating ourselves, and leveling-up our skills to grow.
Marketing education & presentations for financial planners. Read More »
Instagram is coming! For many of you, IG may be a familiar friend, as you’ve used the platform to market your business for years. But for the majority of financial planners to date, Instagram has been prohibited by their company and compliance department. Sure, you could use Facebook, LinkedIn, and even Twitter (X), but IG
Instagram is coming for many financial planners. Read More »
A typical person lives 29,000 days (80 years or so). That means you have only about 90,000 hours in your life. And for the average person, about a third of your life is spent working! And if you’re a financial planner, entrepreneur, or any business owners, you probably work a lot more than most. Will
How much is your time worth? Read More »
At 7th Wave Media, we focus on not only helping you bring in more clients and increase revenue, but also save your most valuable asset: your time. Of course we all want more income, but the whole point is to have the time and the health (not to mention the sanity!) to actually enjoy life.
How we can save your most valuable asset: your time. ⏰ Read More »
✅ 7th Wave Media provides a lot of great marketing services for clients, like writing emails and blogs, creating graphics and visual assets, social media campaigns, and much more. ✅ But there are actually two high-ticket services we provide FOR FREE to clients. ✅ These are things that other agencies normally charge thousands if not
2 High-ticket services we do for free! Read More »
“AI may be a fast, sexy sportscar, but it still needs a driver these days.” A lot of my clients and friends have been asking about how AI can help their business, and for good reason – talk about AI is everywhere these days. ✅ But how viable is AI for supercharging your marketing?✅ Is
How Artificial Intelligence can help your business. Read More »
If you’re a financial planner or professional, starting a podcast can be a huge marketing boon for your business. 🎙️In this part 2 of my video on why podcasting, I talk about why your podcast DOES NOT have to just be about finances or investing, and how it can help you attract a new higher
Why podcasting is a marketing coup for financial planners & professionals (part 2) Read More »