Posts by Julia Sloan

Bio:  Jeremiah Desmarais is a 23-time award winning financial marketer, a TED speaker and philanthropist. He’s been featured on Forbes, CNN, and Worth. His work has generated over $2 million insurance leads and helped advisors in over 51 countries generate over $300 million in sales commissions. He’s been labeled one of the greatest marketing minds…

Social media. It’s bright. Cool. Interactive. Fun. It’s the belle of the marketing ball. “Social Media = Business. Period,” wrote marketing guru Gary Vaynerchuk in his book Crush It! Social media may be hot, but here’s my advice to you: If you’re treating email as marketing’s ugly, old stepsister by comparison, you’re overlooking a huge…

If you’re at all familiar with legendary marketer Jay Abraham’s school of marketing, you won’t be surprised that Jay’s one and only customer acquisition strategy is TRUST. Generating trust is more than a tactic. It’s not any one thing you do. It’s everything you do—from marketing and communications to contract negotiation to customer support. Trust…

What does Google mean to you and your business? Given that Google runs more than 160 billion searches every month (or 60,000 searches per second every day) you potentially have billions of opportunities to be found by prospective clients looking for financial advice and services. And yet, there are just as many chances to be…

If you followed the advice we shared over here about how to craft a killer LinkedIn profile for advisory client attraction, chances are you’ve got a great profile already working to bring clients in. But here at Advisorist we’re not about “good enough” or “okay”. In the spirit of constant improvement, here are some subtle,…

LinkedIn is an absolute gold mine for lead generation in the financial and insurance industries. As an advisor, you need to know that 79% of ultra affluent investors are researching their options online, and they trust content they find on LinkedIn 159% more than what they find elsewhere. But that’s also good news for you…