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.
We 💚 Follow-Up
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Is Your Financial Services Business Growing or Dying?
It’s great if you are currently excelling in Estate Planning or booming with new Annuity clients.
But remember COVID-19?
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!
Quit Trying to Make Every Financial Lead a Client
Financial leads are people. Not everyone that filled out a form wants to buy today (or even meet with you). Converting leads into prospects is part art & science. Quit trying to make every lead a client.
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.
Do your Prospects View You as the Financial Expert?
There are countless ways to generate Financial leads. You can pay for ads on Facebook, PPC on Google, host financial Webinars/Workshop, buy pre-set appts (and so on). But are you leveraging your marketing to convey you’re the Expert?
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!
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)…
To Social Media or Not to Social Media?
As a Financial Advisor there are many ways to market yourself. When crafting your brand online & offline – you must know why you do what you do…
5 Tips to Instantly Build More Value for Your Time
There is no ‘surefire’ way to guarantee financial prospects will choose you, but there are definitely things you can do to improve your odds! These tips are ways our Advisors consistently build more value for their time & get better results.