How to Become a Virtual Financial Advisor
It’s hard to believe that just a few weeks ago, besides some extra hand-washing, it was mostly business as usual. But now, offices across the country have had to start working remotely. Remote working poses a unique challenge for financial advisors. The way they communicate has been completely…
4 Types of Data That Will Change The Way You Use Your CRM
CRM for Financial Advisors Builds Stronger Relationships Client relationship management (CRM) is a category of software solutions for managing your firm’s relationships and interactions with prospects and clients. A CRM system helps you stay connected to clients, streamline processes, and improve…
Master Account-Based Marketing in 5 Steps
How to Use Account-Based Marketing for Financial Advisors Account-based marketing (ABM) requires investing quite a bit of time with setup, but can result in significant ROI for those who dedicate the time to master it. If you’re ready to dive into ABM to scale your growth and revenue,…
What are the 6 Principles of Persuasion?
Have you heard of the book, Influence: The Psychology of Persuasion by Robert Cialdini? It's a classic sales book that discusses how marketing and branding work together, and how you can influence potential new customers. In the book, the author lays out 6 principles of persuasion. We’ll take you…
What is Relationship Marketing?
So what can you learn about marketing from the tribes of Papua New Guinea? A lot, actually! On this Marketing Tip video, we discuss "Relationship Marketing," the concept of prioritizing building a strong relationship with a potential customer, instead of just selling them something. This idea is a…
The Best Way for Financial Advisors To Share Holiday Cheer with Prospects
The holiday season is a great time to get back in touch with your prospects and current clients and share some winter cheer. Sending a personalized email shows you care, and puts a face to the name of your firm. Use this time to connect with your contacts and start building those relationships.…
How Can I Make My Conference a Success?
Whether you're hosting a seminar or a conference, both you and your attendees want it to be a successful event. By updating your website and taking advantage of social media, you can better promote your event and create an unforgettable experience. Join Kirk Faulkner and Brandon Brown as they…
How Can I Improve the User Experience on My Website?
The digital user experience (or as it is sometimes referred to, UX) consists of all the different elements a client or prospect encounters when they are accessing your website. From how long a page takes to load, to the way they search for relevant content, every part of their experience with…
How Do You Get Referrals Without Even Trying?
Prospects are four times as likely to engage your services if they receive a referral from a friend. Those are pretty good odds. It sounds like those referrals would be a good thing to get your hands on, am I right? But how does one go about getting referrals? Join Brandon Brown and Kirk…
How Do I Keep My Clients Through Retirement?
Retirement is one of the most critical times for a person to have a financial advisor. You want to make sure that as your clients approach this vital stage in their lives that they understand why you will be the best advisor to guide them through it. Join Brandon Brown and Kirk Faulkner in…