marketing strategy.
Events: Online Registration, Offline Registration, and Follow-Up
Registration Options When it comes to event registration, most people default to online registration. Let’s say you have a registration page (landing…
Is Your Marketing On Target?
Are you “All over the Place” with your Marketing Efforts? All over the place. Having talked with a bunch of financial advisors…
Effective and Unique Direct Mail for Financial Advisors with Travis of 3D Mail
STEPHEN OLIVER (00:02): We are recording. I’ll introduce myself, briefly. Stephen Oliver, financial advisor, wealth mastery advisor, WealthMastery.com. I have a very…
Financial Advisor Live Q & A
Mindi Godfrey (01:13): (silence). Hey. You guys are both muted. Suzanne Krasna (01:15): Oh, okay. I’ll unmute. Mindi Godfrey (01:17): [inaudible 00:01:17]….
Zoomed Out
OMG, have you every been COMPLETELY “Zoomed out?” Well, hell I’m just totally zoomed out. You know what I mean I’m sure….
Get inside the Conversation “Going on in their Head”
– Don’t be afraid of having and opinion and being Polarizing Get inside the Conversation “Going on in their Head” In the…
Keep the “Main Thing the Main Thing”
I talked to an advisor last week and he said something strange to me. I really don’t want to ‘Target my marketing…
The Importance of Being Human When You’re a Financial Advisor
As a financial advisor, your goal is to appear well-informed and competent. Both are attributes anyone would want to see in the…
Marketing Support for Wealth Managers: A Step by Step Guide
The United States economy is still roaring back from the Covid-19 pandemic. The stock market’s performance in the first 100 days of…
Found Money
“Found Money” I’ve always found it entertaining the things that people will say about you when you’re not listening. Recently I had…
7 Tips to Learn How to Market Yourself as a Wealth Manager Online
Did you know that 70% of a buyer’s journey is complete before they even reach out to sales? Digital marketing has transformed…
Planning Marketing Events
Events should be a part of your marketing strategy. They’re one of the best ways to bring in new business. This is…
How Do Financial Advisors Know What Marketing Trends Work Best?
If you’re doing business in person only and not marketing online you’re missing a large audience. Did you know that 1.8 billion people…
Why Client Appreciation Events Are Good For Business
Your clients need and want to feel appreciated. A number of studies show that more than 50% of churn is due to…
11 Reliable Basic Marketing Strategies for Financial Advisors
When you first start a business, it can be easy to view the world through rose-colored glasses. Your business idea is excellent,…