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18 Reasons Pizza Is A Legit Financial Savings Tactic

How a Copywriting Expert Used 11 Advanced Email Strategies to Dramatically Improve a Financial Advisor’s Outbound Email in Less Than 14 Minutes

By Jeremiah Desmarais | August 12, 2020 | 2 Comments

Emojis perform especially well in subject lines, as most marketers aren’t yet leveraging them. (This makes your email stand out in a sea of text.) The key is to use discretion and to avoid overdoing it. Emojis are best used to “add flavoring.” (Bonus Pro Tip: If you’re using a…

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Virtual Insurance and Financial Advisors: This Stealthy “Quick Favor” Email Formula Boosts Response Rates by 4X-10X

By Jeremiah Desmarais | August 4, 2020 | 2 Comments

The rest are qualified enough to be on your list, but they need a little nudge. You have to re-engage and nurture them before they become part of the 2% that’s ready to rollover an IRA, purchase an annuity, etc. The question is, how do you do it effectively and…

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5 Simple Copy-and-Paste Cold Emails Virtual Advisors are Using to Start Power Conversations

By Jeremiah Desmarais | July 29, 2020 | 5 Comments

You’re excited when you hear someone mention the idea of cold email. Then once you stop daydreaming and start executing, you realize it’s harder than it looks. This leads to the plateau where you stall out and start thinking about other things. Then you inevitably give up.  But when cold…

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The 9-word, 1-line Email That Helped an Advisor Generate $249k in Commissions

By Jeremiah Desmarais | July 22, 2020 | 2 Comments

Do you ever feel slightly intimidated when you think about the challenge of financial advisor marketing  – particularly email marketing? Between building your list, writing the perfect headlines, and crafting copy that converts, email can feel like another full-time job… And it’s for this reason that I see so many…

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The $14k Radio Silent Email Campaign for ‘Ghosted Leads’

By Jeremiah Desmarais | July 17, 2020 | 2 Comments

Every time I’m on stage somewhere giving a presentation, I like to teach advisors one of my favorite little tactics. I call it the “$14k Radio Silent Email” – and it’s one of my absolute BEST tactics for reaching prospects who are otherwise non-responsive.  Every time I give a presentation…

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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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