Introducing… LinkedIn Outreach

We are happy to share some VERY exciting news with you. Introducing… LinkedIn Outreach as a service. Following successful campaigns with our clients we want to offer this to group members. We will personally research, connect and nurture 25 prospects a day (500 a month) turning them into warm leads. This also includes sharing relevant content on to your news …

Good VS. Bad Financial Advisor Marketing

Does your marketing strengthen your credibility expertise? Or is it possible that what you’re doing is actually damaging your reputation and costing you time, money, and opportunities? In this post, I look at Good VS. Bad Financial Advisor Marketing. Of course, no financial advisors deliberately uses bad marketing tactics. They simply don’t understand the difference between the good and the …

Lead Generation Tips for Financial Advisors

Most financial advisors find it difficult to generate consistent leads. The primary reason for this is that they’re not using the correct strategies. In most cases they are using outdated strategies that are no longer effective. These outdated strategies include telemarketing, direct mail and magazine ads. In this post, I look at Lead Generation Tips for Financial Advisors. Knowing what not …

Lead generation and chatbots

A perfect combination of lead generation and chatbots can flood your business with leads. For this to happen, you need to embrace chatbot lead generation strategies to produce more leads. Selling your services to customers can be hard if you don’t know their interests. Chatbot eases this hard job. A chatbot makes it easy to help you understand your audience. It enables you …

How COVID-19 is impacting lead generation

It seems every few minutes a new COVID-19 update comes to light. Travel bans are preventing B2B meetings with clients and prospects, conferences are getting cancelled, businesses are putting in place plans for the reduced workforce, and remote working for the masses seems like a real possibility. But what about marketing? What does all this mean for your lead generation …

The common marketing challenges faced by financial advisors

The financial services sector is highly competitive. With most first impressions increasingly happening online, digital marketing has never been more important. Research has proven that a prospect makes their first impressions of you within the first few seconds of landing on your website, making your marketing strategy a priorty. In this post, I look at the common marketing challenges faced by financial …

Reasons you might not be attracting leads

Everyone in financial services understands that advisors generate 75-90% of all their new business from referrals. That doesn’t mean they’re generating enough revenue however, as most advisors will tell you they want more referrals, more leads, more clients. In this post, I look at reasons you might not be attracting leads. You’re not selling a story People want stories. They …

5 tips for effective Facebook ads for Financial Advisors

Facebook advertising can be one of the most effective ways to reach your target audience. But it can also be incredibly overwhelming. In this post, I look at 5 tips for effective Facebook ads for Financial Advisors. Use the power editor Facebook has 2 ways you can input an ad. One through what is named  Ads Manager and the other …

Blogging for Finacial Advisors

To drive traffic back to your website, it’s essential that you create your own unique content. And blogging provides an excellent way to do that. In this post, I look at blogging for financial advisors. Identify who your blog is targeting What questions do your target audience typically ask you about in meetings? What is happening in the news that …

How Financial Advisors can host virtual client events

Hosting a client event is a great way to show appreciation for your existing clients, build a relationship by letting them get to know you on a personal level and meet new potential clients at the same time. In the wake of COVID-19, we look at how financial advisots can host virtual client events. What is a virtual event? A …