The best marketing strategies, tactics, and trends for new financial advisors from experts inside and outside of the industry. Donald Miller on financial advisors and coaches developing a top-of-funnel product that actually brings in revenue while you build trust and nurture prospective clients to your core service [Video]: “What you actually need is a top-of-the-funnel product. When I say ‘top-of-the-funnel product,’ I mean one thing that you can sell for like $99 that introduces everybody to the value you offer as a financial advisor.” … I see this all the time. I have worked with hundreds, maybe even thousands of financial advisors now. … What you are missing, as a…
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What’s Trending for New Financial Planners (January 2024)
“What’s Trending for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. If you’ve set some professional and/or personal goals for the new year, a gentle reminder that to ensure results, we need to build systems [Article]: “…if you don’t support your vision and goals with a system stronger than the resistance you will face (you and all the stuff that gets thrown at you), your desired results will not be realized. It’s not because your intent isn’t good; it’s because you don’t have a system designed to align your time with the…
