by Financial Tech Tools | Aug 12, 2022 | Lead Generator, Blog, E-Newsletter, Financial Marketing, Uncategorized
How to Grow Your Business Online One of the questions we often get is how do I grow my business? One of the most effective ways to grow your business is through a lead magnet funnel. A lead magnet is an asset (ex., Checklist, videos, or eBook) that positions you as...
by Financial Tech Tools | Aug 4, 2022 | Blog, Financial Marketing, social media
The top 3 questions we get from financial advisors about social media are: Why do I need social media? Which platform should I use? Oh crap, what should I post? (Sometimes, there’s a more colourful word used instead ☺) 1.Why do I need social media? ...
by Financial Tech Tools | Jul 26, 2022 | Blog, Financial Marketing, Uncategorized
Marketing can be confusing. I always found there wasn’t a clear path to marketing. There’s often a lot of noise, especially from marketing gurus that say, “you should do social media… you should do a video….” (But they don’t tell you why...
by Financial Tech Tools | Jul 21, 2022 | Blog, Financial Marketing, Uncategorized
Over the last 20 years, I have worked with advisors from selling to processing to practice management, and in the last decade, it’s been in a marketing capacity. Throughout these years, there has always been one mantra that’s been consistently repeated. Specialize,...
by Financial Tech Tools | May 27, 2022 | 2022, Blog, financial advice, Financial Marketing, Websites
We’re hard-wired to make snap judgements. So, within seconds of landing on your financial advisor website, a prospective client is passing judgment on it. Therefore, it’s essential to have a well-designed website. Clients won’t give you a second...
