Aug 18, 2022
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...
Aug 12, 2022
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...
Aug 4, 2022
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? ...
Jul 26, 2022
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...
Jul 21, 2022
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,...
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