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 »
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 »
