by Sean Dailey | Feb 5, 2023 | Client Marketing Ideas, Marketing to Prospects Ideas
Many of your clients probably real estate, and as their parents pass on, chances are they will inherit even more of it. But some people don’t want to deal with the “Terrible Ts” (trash, tenants, taxes, and toilets). Enter 1031 Exchange to DST. A 1031...
by Sean Dailey | Feb 5, 2023 | Client Marketing Ideas, Marketing to Prospects Ideas
As a financial advisor/insurance agent, there are several topics you can cover in your email marketing campaign. It’s important to switch it up and keep every email relevant. Here are some content ideas: Market updates: Keep your clients informed about the...
by Sean Dailey | Feb 5, 2023 | Client Marketing Ideas, Marketing to Prospects Ideas, Sales Ideas
Advisors ten to give up too easily trying to bring in new assets. Most prospects take time and patience to close. Eith every marketing campaign you deploy, your focus should be on both your short-term as well as your long-term goals. Here are some ways to generate...
by Sean Dailey | Feb 5, 2023 | Client Marketing Ideas, Marketing to Prospects Ideas, Sales Ideas
We host a lot of events for our clients, including twice-a-year large gatherings and dozens of smaller breakfasts. We encourage our clients to bring their friends and adult children to these events. They see these events as special occasions and rewards for being a...
by Sean Dailey | Feb 4, 2023 | Client Marketing Ideas, Sales Ideas
Asking good questions in a sales meeting helps advisors and agents in several ways: Provides better understanding of the prospect’s needs, wants, and pain points. This information is crucial in developing a solution that meets the prospect’s requirements....
by Sean Dailey | Feb 3, 2023 | Client Marketing Ideas, Marketing to Prospects Ideas, Sales Ideas
Too many advisors and agents rely on only referrals to grow their business. I get it, referrals are awesome. They have the highest close rate and don’t cost a fortune for the leads. We even have a few campaigns designed to help generate more referrals. However, I...
