Optimizing Your LinkedIn Profile
When prospects google you, they're going to find you in two places- your website or on your social...
How to get raving reviews
Reviews & testimonials show that you have paying clients who are happy with your services; you don’t have to tell prospects what a fantastic advisor you are… let your clients do that.
Your Prospect Funnel
Your Prospect FunnelSo…your prospect has signed up for your lead magnet. Now what? When a...
How to grow your business online
One of the most effective ways to grow your business is through a lead magnet funnel.
Top 3 social media questions
Financial Tech Tools explains the top 3 questions, with answers on how to simplify social media for your Financial Advisor business.
Email newsletters- Why you need them
If you want your online marketing to work well for your advisory practice. Websites are not...
The 4 Pillars of Financial Marketing
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 you should do it…)
It’s time to stop “shoulding” yourself and establish a solid foundation for financial marketing.
Understanding Your Ideal Client
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, and focus on our ideal client. The riches are in the niches.
How To Have An Awesome “ABout” Page
Your “About” page is one of the most viewed pages on your website.
It’s an excellent opportunity to showcase the unique value you provide, and it’s also a chance to show your human side. If done right, this page can help build trust with prospects and increase their confidence in working with you as their trusted financial advisor.