Financial Advisors: How to Get Compliance on Your Side
It’s no secret, adhering to regulatory requirements has always been a challenge. Financial institutions typically need dedicated compliance officers just to navigate the labyrinth. And with the ever-increasing popularity of digital marketing, the Virtual Financial Advisor™ faces even more complex compliance issues. A big part of compliance is tied to the issue of transparency and […]
☕ Advisor Sunday Brew: ‘Here’s $100…be kind.’
A Financial Advisor’s Guide to Hiring a Virtual Assistant
It is rare to find actual win-win situations. Great virtual assistant (VA) hires can be one of them. That is, if you find the right talent. A good VA can be both economical and talented — a golden combination. By hiring virtually, you’re able to tap into the global talent pool, which usually means more […]
Why Successful Advisors Regularly Purge Their Email Lists
Working to build a large email list is a sensible goal. The astute Virtual Financial Advisor™ knows how effective email marketing can be, plus they know they actually own the list. But purging emails is as important. Email purging, also commonly called email scrubbing, is simply removing people from the database. Why would an advisor want […]
☕ Advisor Sunday Brew: 31% higher ROI on 2022 goals? 👀
☕ Advisor Sunday Brew: Do THIS to feel 40% calmer this morning
☕ Advisor Sunday Brew: Zoom giving you butterflies? 🦋
Proven Financial Advisor Marketing Techniques to Achieve SUCCESS
Messages that stick often lead to more significant wins. Creating unforgettable presentations is especially true in the advisory practice where prospects choose to delay making decisions. The more memorable your scripts or templates are, the greater the chance they’ll call back. But how can you make your messages stick better? Financial advisors have their go-to […]