Welcome to our 2023 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your...
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...
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...
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...
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...
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? ...
