Your 2024 RRSP Marketing Package

Your 2024 RRSP Marketing Package

Welcome to 2024! This year presents a fresh opportunity for advisors like you to take a step back, assess, and give a new spin to your marketing strategies. Last year was full of twists and turns, and it’s essential to keep pace with the ever-evolving market...
Your Prospect Funnel

Your Prospect Funnel

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...
How to grow your business online

How to grow your business online

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 4 Pillars of Financial Marketing

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...
Understanding Your Ideal Client

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,...
How To Have An Awesome “About” Page

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...