I recently started working with a family with a strong Pakistani heritage. They are both doctors and have a great combined income. However, as we started discussing how their plan would be designed, it become clear to me that my whole education and experience was going to be turned on its head. Here’s what I learned.
If you read last month’s post about creating automatic emails to your prospects, you’ll have noticed I glossed over how to get these prospects onto your mailing list in order to receive those emails. Let’s discuss that today.
For financial advisors who manage their own Wordpress website, the plugins that are available can significantly improve the look and functionality of your site. But what one’s should you use?
Here’s the top 5 that I’m using right now, having reviewed and used many since launching my site.
Whatever happened to the good-ol’ days when an advisor would leave their office, go visit with someone and talk about their finances and life. They would share an afternoon with them, talk about their hopes and dreams over a pot of tea and connect with another human being in a casual environment.
I sounded terrible!
At some points, I sounded bored or didn’t really understand what I was talking about. There were several times where I kept talking to make a point, when I could have finished 30 seconds earlier. Even I was getting annoyed at myself listening to the playback.
…What do you sound like?
Harry David pears, endless flavors of popcorn, Lindt chocolate truffles – the list of waist bulging items was almost endless. We often send various seasonal gifts to clients, whether it was cards or other assorted items. But what if gift-giving went a step further? What if your gifts could impact more than just your clients and helped the community?
Last week’s marketing session addressed a big, overwhelming challenge: “We’re throwing content out there, but not getting any response back. We’re getting ‘Likes’ on Facebook… but we have ZERO engagement with those people. I feel like our strategy right now is throwing content out there, but not knowing what to do…”