14 Winning Cold Email Tips for the Virtual Financial Advisor™
Cold emails work! Well, maybe not as effective as other techniques. But if you’ve already optimized your time and workflow in other areas, then cold emailing is another method to get even more leads. And as the Virtual Financial Advisor™ becomes the norm, every bit of lead source helps. Plus, like the other prospecting methods, […]
☕ Advisor Sunday Brew: 84% of millennials say *THIS*
How the Pandemic Has Altered Our Relationship With Money
Alligator jaws. Or the “less than” symbol in math. Notice how both show divergent diagonal lines. In economics, this is fast becoming known as the K-Shaped recovery, where different people, sectors, and industries experience unequal growth. While most see adversity, others find opportunity. Either way, the pandemic has had an impact on how people view […]
☕ Advisor Sunday Brew: The art of selling without speaking 🤫
The 6 Marketing Trends Every Virtual Financial Advisor™ Needs to Know for 2022
When the pandemic hit the global stage in March 2020, every profession had to evolve, and that included financial advisors. Forget the obvious moving onto Zoom/Teams, there have been a lot of changes for the industry and after so much investment, creativity and time went into thinking about these changes, some of them might not […]
LinkedIn For the Virtual Financial Advisor™: A Guide for 2021 & Beyond
LinkedIn has over 750 million users, with the vast majority of them being professionals, go-getters, decision-makers, CEOs, and entrepreneurs. In North America alone, there are more than 4 million high net worth investors (HNWI) active on the platform. In a nutshell, LinkedIn users are prospects who could potentially benefit from the services of a financial […]
[♨️ Caution HOT!] ☕ Advisor Sunday Brew on Productivity
The Definitive Guide to Webinars for Financial Advisors (68+ Tips & Real World Examples)
