18 Reasons Pizza Is A Legit Financial Savings Tactic

4 Shockingly Simple LinkedIn Hacks Financial Advisors Are Using to Soar Engagement During COVID-19

By Jeremiah Desmarais | May 7, 2020 | 0 Comments

Want to stop wasting time posting low-returning content on LinkedIn? Tired of feeling like all of your posts are invisible, while other advisors on your feed are racking up likes, comments, and shares? Well…if you’re ready to finally reap the rewards of LinkedIn as both a networking and lead generation…

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Using the D.D.I. Triad to Overcome 4 Key Stumbling Blocks Financial Advisory Prospects Have With Money

By Jeremiah Desmarais | April 24, 2020 | 0 Comments

If you’re like most financial advisors: You’ve been in the industry for years. You want what’s best for your clients. You spend much of your time and energy on lead gen and sales. Yet you feel a major disconnect between a large percentage of the prospects you engage with. (And…

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10 Time-Tested Insider Secrets for Conducting High-Converting Virtual Financial Planning Meetings

By Jeremiah Desmarais | April 15, 2020 | 0 Comments

If you’re like most advisors, the COVID-19 crisis has your head spinning. Social distancing rules have forced you to transition 100% of your business online. And it happened in a matter of days.  Perhaps you’re stressed?  Frustrated? Uncertain? Or maybe you’re feeling all of these emotions at once. I get…

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22 Good Things Happening in the World (#13 is Guaranteed to Make You Smile)

By Jeremiah Desmarais | April 9, 2020 | 0 Comments
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How This Understated Financial Advisor Got LinkedIn Buzzing With 1 Simple Post (And 5 Powerful Reasons it Worked!)

By Jeremiah Desmarais | March 31, 2020 | 0 Comments

While it might seem like a minor issue in the grand scheme of the COVID-19 crisis, switching up your workspace can feel like a major upheaval. Cori Oliver, a Relationship Manager with Schwab Advisor Services, is showing us that mindset is what you make it. You can choose to be…

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11 Ways to Build Mental Resilience For Financial Advisors In the Face of COVID-19

By Jeremiah Desmarais | March 27, 2020 | 0 Comments

What a week it’s been, friends. Markets are crashing and uncertainty is heavy in the air. The crashes of 1987, 1990, 2000, and 2008 have prepared us well for this moment, but the circumstances are incredibly unique. Unique doesn’t even feel like an adequate word to describe what we’re going…

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5 Compelling Talking Points Advisors Are Using to Calm Clients Down

By Jeremiah Desmarais | March 18, 2020 | 0 Comments

The past couple of weeks have been pretty unique, haven’t they? Can you remember a situation like this? Sure, we all still have the scabs from 2007-2009, but this is different. Unlike the financial crisis a decade ago, where a confluence of factors swelled up and an extended decline ensued,…

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COVID-19 Response Plan: 7 Strategies Advisors Can Implement in the Face of the Coronavirus

By Jeremiah Desmarais | March 14, 2020 | 0 Comments

The only thing spreading faster than COVID-19 is fear and uncertainty around how the virus will impact our health, economy, businesses, and relationships.  Everywhere you go – online or offline – it’s the number one topic on people’s minds.  Whether you’re in a Costco in California or a café in…

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Drive Brand New, Pre-Qualified Advisory Appointments To Your Calendar (On Any Budget!) With This 4 Step Lead Marketing Strategy

By Jeremiah Desmarais | July 20, 2019 | 1 Comment

When HubSpot asked marketers to identify their top challenge, 61% reported that they struggled with generating leads, and needed more eyes on their marketing materials. How about you? If you’re ready to generate more traffic and boost the results of your lead marketing, then today I have great news for…

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This Stealth Network-Building Hack Can Help Advisors Grow Their Practice Fast, On AND Offline, While Powering Up New Digital Marketing Efforts

By Jeremiah Desmarais | July 14, 2019 | 0 Comments

If you’re among the more than 600 million LinkedIn users, or countless advisors steeped in traditional seminar and conference know-how… You’re going to love the stealth network-building technique that I’m sharing with you today. It comes to us by way of Jaclyn Vargo, who is a top sales rep with…

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