by Financial Tech Tools | Mar 14, 2023 | Blog, E-Newsletter, Lead Generator, marketing, social media, Websites
The Essential Digital Marketing Checklist for Financial Advisors As a financial advisor, it’s essential to have a strong online presence to attract and retain clients in today’s competitive market. But with so many different digital marketing strategies...
by Financial Tech Tools | Nov 9, 2022 | Uncategorized
Nobody likes waiting. Whether it’s in-line or on the phone – or even to get an email reply – waiting is a waste of time. Make it easy for prospects to book their meetings directly with you. What’s a clear call to action on a financial advisor’s website? It’s an...
by Financial Tech Tools | Sep 8, 2022 | Blog, Financial Marketing, social media
When prospects google you, they’re going to find you in two places- your website or on your social media- your LinkedIn profile. That’s why it’s essential to ensure your LinkedIn profile is updated. Think of your LinkedIn profile as a foundation for...
by Financial Tech Tools | Aug 30, 2022 | Blog, Financial Marketing
When we work with advisors, one of the questions is, do you have testimonials or reviews? The answer is usually “Do you think I really need testimonials?” or “No, but I can get some, but I don’t know how.” Let’s deal with answer...
by Financial Tech Tools | Aug 18, 2022 | Uncategorized
Your Prospect Funnel So…your prospect has signed up for your lead magnet. Now what? When a prospect signs up for your lead magnet, this means two things: First, this person is a qualified lead. They are expecting a series of emails from you. This is an email...
