I recently had the opportunity to give a presentation to a study group of top-producing financial planners from NY, MA, CT, and NJ. I wanted to share that 30-minute presentation with you to offer some insight, value, and hopefully a great new perspective about your marketing. Whether you’re a financial planner, a financial professional like a […]
My recent marketing talk for a group of financial planners. Read More »
Your greatest asset is your TIME, definitely not your money – and it’s not even close. So, you want marketing that requires very little time input from you while STILL being personal and custom. (That can be done with video, scaling via email, etc.) And you 100% need to leverage other people’s time and energy
12 questions to ask about your marketing. Read More »
The old sales adage is that it takes seven positive interactions with a prospect before they will make a decision to become a client. Well in 2024, it probably takes a whole lot more than seven positive touches, as people are so inundated with advertising, messages, social media, etc. So, you want to make sure
Marketing is math! Here’s how to leverage the numbers for business growth. Read More »
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 »
