by angelina | Feb 28, 2023 | Blog, Financial Marketing
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;...
by angelina | Jan 16, 2023 | Blog, Financial Marketing
The Essential Digital Marketing Checklist for Financial Advisors As a financial advisor, it’s essential to have a strong online presence to attract and retain clients in today’s competitive market. But with so many different digital marketing strategies...
by Financial Tech Tools | Sep 8, 2022 | Blog, Financial Marketing, social media
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...
by Financial Tech Tools | Aug 30, 2022 | Blog, Financial Marketing
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...
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...
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? ...
