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Financial Advisor Marketing Podcast

Feb 22, 2021

If you prospect on LinkedIn, you probably know about the Social Selling Index (SSI). It’s a metric LinkedIn uses to evaluate how well you perform on their platform. The higher, the better. 

But a high SSI isn’t all there is to getting clients on LinkedIn. Because LinkedIn doesn’t know how many leads you...

Feb 15, 2021

Here’s an unfortunate truth about being a financial advisor: Unless you build a marketing machine that attracts leads on autopilot, you’ll always have to cold-call strangers, attend networking events or write postcards to strangers. 

For many advisors, good SEO is the key to escaping this trap. When you rank high on...

Feb 8, 2021

When you hear of LinkedIn marketing, email marketing, blogging and so many other marketing strategies, they all have one thing in common: You have to write. 

If you’re not a good writer (or just hate doing it), you might give up on those strategies. But you don’t have to abandon online marketing. In fact, you can...

Feb 1, 2021

There’s a lot of sales, marketing and prospecting tactics out there. Many of them work. But here’s the cold, hard truth: Most of them only work in the short term. And once a tactic stops working, many financial advisors scramble to find the next cool thing. 

Most of those financial advisors eventually fail. Their...