Marketing can be super confusing, especially with all those marketing gurus telling you to “do this, do that” without explaining why. As a result, it’s easy to get overwhelmed and “shoulding” all over yourself. But don’t worry;...
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...
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? ...
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...
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,...
