The best marketing strategies, tactics, and trends for new financial advisors from experts inside and outside of the industry. Publishing Reminder: As I mentioned last month, I am pausing publishing over the summer. (I need to prioritize a few other projects for at least the next few months.) Thank you again for your understanding. While social media marketing can offer enormous upside, there are a handful of mistakes financial advisors often make. Samantha Russell covers seven common mistakes, helpful best practices, and much more [Video]: “Anybody here, if I asked you, ‘What was your best-performing social media post of all-time?’, most of you will probably tell me that it was…
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New Advisor Marketing Inside Out (January 2024)
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 (September 2-4, 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. How to confidently raise your fees for existing clients [Article]: “It’s natural and normal when you are starting out. You might take a client who isn’t paying you market prices (fees), and it is also normal for non-professional salespeople to find themselves waffling fees early on in their career or when they are launching their practice/firm. It’s the problem that comes when you finally figure out what you really are worth. You start asking for it and getting it and you…
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Weekend Content for New Financial Planners (May 13-14, 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. Flow Financial Planning founder Meg Bartelt opens up about her seven-year journey as an RIA owner including her new perspective towards business planning, challenges you may want to anticipate, and more [Article]: “I knew I was stressed out and unhappy last year. And, perhaps because, as my business coach says, I have a ‘low tolerance for suffering,’ I spent a lot of time thinking about ‘why am I so stressed out and unhappy?’ I ended up hiring a personal therapist at the…
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Weekend Content for New Financial Planners (April 29-30, 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. Conventional wisdom says to use Twitter primarily for networking among colleagues and building relationships with members of the media. AllStreet Wealth’s Thomas Kopelman shares why he ignored this advice and how it allowed him to build his RIA’s revenue to over $16k per month. He also covers the advantages of Twitter’s “frictionless follow” vs. LinkedIn for growth, how a pull marketing strategy based on educational content allows you to be “anti-needy,” and more [Podcast]: “I don’t cold DM anybody, I don’t…
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Weekend Content for New Financial Planners (January 28-29, 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. Xena Financial Planning founder Danika Waddell and All The Colors founder Diana Yáñez share an introduction to financial coaching and financial life planning including [Video or Podcast]: The shift in the role from “dictating advice” to letting clients drive more of the planning process Related behavioral benefits of increased client “buy-in” The impact on meeting agendas And more… “If you put something into your GPS to go from Point A to Point B, it’s going to give you the fastest route.…
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Weekend Content for New Financial Planners (December 3-4, 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. As financial planners, we’re often focused on the future; Stephanie Bogan shares “The Line Exercise” to help us be more present both at work and away from the office [Video]: Being Present With Matt Reiner And Stephanie Bogan [Matt Reiner, Bridging The Gap] Freedom Day Solutions financial advisor Jackson Wood shares the rules behind his successful social media marketing strategy, the platforms he’s focusing on in 2023, and more [Podcast]: “With Instagram, it’s a lot different. Because sometimes I record it…
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Weekend Content for New Financial Planners (November 26-27, 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. Mitlin Financial founder Larry Sprung shares his career journey to his current RIA, what boosted his marketing results and shortened his sales cycle, and what he’s working on next to improve his marketing [Podcast]: “People want to do business with people they like, trust, know, and they want to be around. Their values align. This was something I always talked about and she said, ‘Why aren’t you doing that on social media? Why aren’t you putting the authentic you out there?’…
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Weekend Content for New Financial Planners (November 19-20, 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. Dare to Dream Financial Planning founder Anna N’Jie Konte shares the story of how she decided to go independent, the personal reasons for choosing her niche serving minority female entrepreneurs, why you don’t have to have it all figured out before launching your own firm, and more [Podcast or Video]: “I relocated to the D.C. area from New York, tried my hardest: got my CFP, got life and health insurance…all of these licenses. Things that you think are supposed to help…
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Weekend Content for New Financial Planners (September 17-18, 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. A pioneer in integrating psychology and personal finance, Rick Kahler on a number of behavioral topics including [Podcast]: When not to ask questions in order to avoid interrupting the conversational flow Why some client financial behaviors may initially look illogical, but make sense after a few follow-up questions The importance of active listening and using pauses in conversation And more… “That’s the hardest thing to give up: ‘I know the answer to this, I know the answer to that. I know…
