Writing a lead-generation book is an excellent way for financial advisors to showcase their knowledge and expertise while also creating qualified leads. However, having a well-written book is only …
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Why Financial Advisors Need to Research Their Audience More
A successful copywriter once shared with me an interesting anecdote when he hung out with some of the top copywriters in the country. Copywriters have their own “inside baseball” language like any …
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Marketing Tip for Financial Advisors: Test and Track
If a small business is weak in one area of marketing (aside from first, doing it at all), it would be in the testing and tracking area. Larger companies have a marketing team where several staff …
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Direct Mail Tips for Financial Advisors
With all the activity and attention digital marketing gets, who thinks about “snail mail?” Newsflash: Direct mail still works. In fact, you might be surprised how many Fortune 500, Fortune 100 and …
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Service Package Ideas for Small Business Owners – Part 2
In my previous blog post on this topic, I talked about stealing an idea from "The Big Boys" when it comes to marketing your business. Develop service packages. You can read Part 1 here. When …
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Independent Financial Advisors: 3 Ways a Lead-Generation Book Can Grow Your Business
If you're an independent financial advisor looking to stand out from the competition and gain greater visibility in your industry, then a lead-generation book is exactly what you need. Many …
