Best Email Marketing Tool for Financial Advisors
There is no right or wrong Email Marketing tool out there. As a Financial Advisor, you simply must understand your needs or requirements.
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Leads
The Real Price you Pay for Scheduling Financial Leads
As an independent insurance or solo financial advisor, your resources are accounted for & usually thin. This is a fact and not a judgement. So trying to be the end all be all for your business is definitely NOT always the most beneficial (and often can cost you more than money). I talk to financial advisors very often. Some are too busy and others are not busy enough. We help… Read More »The Real Price you Pay for Scheduling Financial Leads
Why Changing Financial Leads Frequently Is costly
If you’re a solo Financial advisor, inbound leads are your bread and butter. So you should also know your processes in & out. Or it will cost you!
When to Follow Up on Financial Leads (and not to)
Having been a top producing salesperson for more than 13yrs. I know not everybody loves following up. The truth is; some Financial leads need follow up (& others don’t)
Top 4 Reasons We like Working Estate Planning Leads
Having followed up on Wills, Trusts & Estate plan leads since 2018, here are the top 4 reasons we like working Estate Planning leads.
How to Succeed with Snappy Kraken
To help you keep the New Year on the right foot – we are sharing how to effectively use Email Marketing in your Financial Svc Business. Strengthen relationships & nurture new ones!
Stop Doing What You Don’t Enjoy In Your Financial Svc Business
You may love every aspect of your Financial Svc Business & can handle it all. For advisors wanting to optimize or outsource, this is for you!
Why Leads Don’t Move to Appointments
Simply because someone attended a Financial webinar, seminar or completed an online form – doesn’t mean they are ready to buy (or even commit to an appointment)…
3 Essential Automations for Financial Advisors
This post is dedicated to Advisors looking to spend less time creating tasks & more time talking to prospects, helping clients or more time with family.
The Difference between Leads, Prospects & Buyers
If you’ve been in Sales for a minute – you’ve heard of categorizing your leads. The good ol’ are they HOT, WARM or COLD…But is this the best you can do?