The best marketing strategies, tactics, and trends for new financial advisors from experts inside and outside of the industry. Gary Vaynerchuk with tips on delivering on “hooks,” prioritizing YouTube thumbnails, considering Instagram’s green screen feature, and experimenting with content format [YouTube Short]: “Dustin and I were talking about on our trip this week, ‘Do we need the hook from the thumbnail to be delivered on in the first 2 or 3 or 4 seconds?’ We really believe we do. If my hook says ’30-to-40-year-olds you should be thinking about LinkedIn’ and if my opening line is like ‘Before we get into that…’ In 2 seconds you may lose that audience.”…
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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…