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How to grow your business online

How to grow your business online

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...
Top 3 social media questions

Top 3 social media questions

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? ...
The 4 Pillars of Financial Marketing

The 4 Pillars of Financial Marketing

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...
Understanding Your Ideal Client

Understanding Your Ideal Client

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,...
4 Tips for Designing a High-Converting Financial Advisor Website

4 Tips for Designing a High-Converting Financial Advisor Website

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...
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How We Work Together

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1. BOOK A DISCOVERY MEETING

Our initial online meeting is all about you and your advisory practice. We talk about your ideal clients, your financial services, and your goals.

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2. GET A MARKETING PLAN

We’ll craft a marketing plan that suits your business needs and execute it. If you require compliance, we take care of that.

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3. SUCCESS. GROW YOUR BUSINESS

Relax knowing that your memorable, accurate, and compliant content will grow your business.

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Tel: (778) 895-6978
E: info@financialtechtools.ca

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