An open forum for Financial Advisors who attended the Blueleaf Online Marketing Course “Get More Leads w/ Low Maintenance Strategies” to ask follow-up questions and engage with other attendees.
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Most advisors feel overwhelmed by the complexity of the fiduciary standards and wonder how to maintain best practices as their business grows. Here’s a quick checklist of the 15 fiduciary best practices you need to know as a financial advisor…
You send tons of emails. Sometimes you ramble. Sometimes you don’t know what to say. Sometimes you send a kick-butt email, and they don’t reply. We all know the problem: You’re a Financial Advisor, not a professional emailer.
It’s always great to have extra help around the office. But college interns are looking for hands-on experience, and you don’t want to waste their time by having them get you coffee every day. How can you – and your interns – get the most out of the experience?
Dave Grant isn’t your average CFP®. He’s also exceptional at marketing his business. How can you keep up with the changes he’s been making to his website?
If this CEO had it his way, a substantial portion of customers would go months – even years – without paying the company a single dime. What’s going on here?
Every Financial Advisor knows what it means to think on your feet. But still, when the unexpected happens… How can we stay prepared?
You send a ton of email. And the effectiveness of those emails directly impacts the success of your business. Aka, you’d be A LOT better off if you were an emailing master. But you’re not — Here’s how to become one.
Peyton Manning is an all-star both on field and off field. He outperforms many in the financial world. So how does he do it? He shared his secrets at a recent financial conference…
We’ve published almost 40 blog posts in the past 3 months. We don’t blame you if you’ve been too busy to catch up with them all. To help you out a little, we’ve compiled 8 of our most popular posts in one easy list…