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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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
3 Scary-Good Reasons You Need an Assistant In Your Financial Service Business
After following up on 1000s of financial leads & helping advisors all over the US, we know there are many good reasons to get an assistant…
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?
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.
When to Automate, AI or Outsource in your Financial Svc Business
These days if you haven’t heard buzz words like Automation, Outsourcing or AI you are purposely avoiding them or may be living under a rock. Regardless of which one it is; there are definitely benefits to using technology in your Financial Svc Business.
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?
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)…