by Sean Dailey | Feb 5, 2023 | Marketing to Prospects Ideas, Sales Ideas
Most advisors/agents think their target audience is anyone with a million dollars. People want to work with someone who understands their needs. If I need a divorce attorney, I am not going to see a personal injury attorney. Although, I think financial services is not...
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 | Marketing to Prospects Ideas
Your website header is more important than you realize. It’s the first thing someone sees when they visit your site, and if they don’t see any value for themselves in the header, they won’t keep scrolling. That’s just the way it is: people are...
by Sean Dailey | Feb 3, 2023 | Marketing to Prospects Ideas
This sounds kind of creepy, but one of the best things that helped us improve the conversion rate on our website is to watch recordings of people’s interactions with the site. There are multiple tools that do this, but the ones we like now (February 2023) are...
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...
by Sean Dailey | Feb 3, 2023 | Client Marketing Ideas, Marketing to Prospects Ideas, Sales Ideas
Personalization in marketing goes a long way. We live in a world surrounded with technology and social media that allows us to do practically anything: interact personally with others, brand ourselves, and put our face and our opinions out there through image and...
