by Sean Dailey | Feb 10, 2023 | Marketing to Prospects Ideas
As a financial advisor, it’s important to constantly strive for growth and improvement in your content creation. In today’s world, people are looking for authenticity and relatability in the content they consume. Here are some ways to embrace imperfection...
by Sean Dailey | Feb 10, 2023 | Marketing to Prospects Ideas
A direct mail campaign can be an effective way for a financial advisor to attract leads. Here are some tips for a successful direct mail campaign: Target the right audience: Identify your target audience based on demographics, interests, and financial goals. This will...
by Sean Dailey | Feb 10, 2023 | Marketing to Prospects Ideas
As a business owner, you have likely heard of the term “break-even point.” This refers to the point at which the revenue generated from sales equals the costs of acquiring those customers. But what about a “break-even funnel”? This concept...
by Sean Dailey | Feb 10, 2023 | Client Marketing Ideas, Marketing to Prospects Ideas
When the market is up, clients are satisfied. They may not like their advisor’s communication style, but they are still mostly satisfied because their investments are doing well. When the market is down, clients are unsettled. They could be feeling fear, financial...
by Sean Dailey | Feb 10, 2023 | Marketing to Prospects Ideas
One of the key concepts presented in the book “Expert Secrets: The Underground Playbook for Creating a Mass Movement of People Who Will Pay for Your Advice” is the importance of crafting compelling offers for your target market. According to the author,...
by Sean Dailey | Feb 10, 2023 | Marketing to Prospects Ideas
Financial advisors should consider retargeting because it can help them reconnect with potential clients who have already shown interest in their services but may not have taken action to schedule a meeting. Many times, prospects visit a financial advisor’s...
