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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Weekend Content for New Financial Planners (August 5-6, 2023)
“Weekend Content 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. How a self-proclaimed “perfectionist” financial advisor overcame his fears to create a content marketing system that now brings in one new client relationship each day to his bank [Video or Podcast]: Start Creating Content, Even If You’re A Perfectionist With Adam Cox [Matt Halloran, Top Advisor Marketing Podcast] Prospective client initial meeting questions that build trust [Article]: “In a direct and one-to-one sales context like advising, your prospect needs to feel sure in their gut that you’re the one for them. They…
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Weekend Content for New Financial Planners (July 8-9, 2023)
“Weekend Content 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. Taylor Schulte shares the one habit he credits as being instrumental to his success, his new perspective on goal-setting, and more [Podcast]: “I was about 3 or 4 years into the business, and I realized how valuable other financial advisors were in my career trajectory. So, I told my wife one day ‘I am going to commit to having breakfast, lunch, coffee, beer, or whatever with another financial advisor once a week from here on out.’ Of course, she thought I…
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Weekend Content for New Financial Planners (June 3-4, 2023)
“Weekend Content 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. ICYMI: Michael Kitces shares his thoughts on A.I.’s impact on the profession including what he sees advisors doing in the future, the types of clients who will continue to hire advisors, and the obstacles consumers face to fully embrace A.I. [Podcast or Article]: “First of all, at a high level, I’m a tech nerd at heart. I love my tech. I like playing with my tech. I’m bullish on tech in the way that tech plays out in positive ways. But,…
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Weekend Content for New Financial Planners (May 27-29, 2023)
“Weekend Content 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. Why giving away your best content for free is actually an effective marketing strategy [Article]: “I write articles that frequently tell readers exactly how to do the work my firm is paid to perform for its clients. I am fine disclosing how we design websites, engage in SEO campaigns, produce videos, and utilize artificial intelligence to make our consulting practice more productive and profitable. Why does this make sense, and why should you follow my lead?” Give Away Your Secrets —…
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Weekend Content for New Financial Planners (May 20-21, 2023)
“Weekend Content 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. From how to pick a niche and decide on a compensation model to allocating your time and building your tech stack, Jason Wenk and Dasarte Yarnway cover nine things advisors wish they knew before launching their own firm [Podcast]: “What I find is that I’m severely undercharging. Because a lot of the things that entrepreneurs were asking me to do were time intensive. So, I found myself figuring out what are the biggest pain points for these entrepreneurs that I seek…
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Weekend Content for New Financial Planners (March 4-5, 2023)
“Weekend Content 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. How to leverage ChatGPT and other AI-backed software to more effectively create content marketing [Article]: “I could ask it to write the entire article and list all the sources it used, but I don’t do that. I find it easier to review the outline, select the areas I want to focus on, research, and write the content in my voice. I’m also aware that Google penalizes the use of AI-generated content. I probably don’t save time using Chat GPT in this…
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Weekend Content for New Financial Planners (January 21-22, 2023)
“Weekend Content 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. Buckingham Wealth Partner’s Chief Planning Officer Jeff Levine shares [Podcast with Transcript]: New income tax planning opportunities in 2023 The 2 primary principles of tax planning A review of the inherited IRA rules How to reduce RMDs And more… “The other thing I would say is that a low-income year is a terrible thing to waste. Sometimes I hear people say, ‘I had almost no tax bill this year.’ And I look, and I say, ‘I’m so sorry.’ If you’ve done…
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Weekend Content for New Financial Planners (January 7-8, 2023)
“Weekend Content 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. Snappy Kraken’s Robert Sofia with the 5 pillars of marketing for advisors and the importance of creating “curiosity loops,” and “trust signals” [Podcast]: “So, if you can start also evoking emotion, positive emotions associated with your brand are especially powerful, then people remember you. Ultimately, when you use boldness, uniqueness, and memorability, together, you get noticed, you motivate people to learn more about you to investigate, and you claim a piece of mental space so that even if they don’t need…
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Weekend Content for New Financial Planners (December 24-26, 2022)
“Weekend Content 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. “The Human Side of Money” podcast host Brendan Frazier shares the best lessons and insights from his outstanding guests over the past year, touching on topics including [Podcast]: How to create a “Goal Hierarchy” that emphasizes the “Why” behind goals to actually create behavioral change and strengthen your client relationships The importance of question ordering and when to use statement prompts instead of questions to get better answers from clients The effectiveness of the “EAR” framework in client communications And more……
