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...
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 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...
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,...
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...
