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

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 PC, you can bring up […]
Virtual Insurance and Financial Advisors: This Stealthy “Quick Favor” Email Formula Boosts Response Rates by 4X-10X

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 efficiently? According to a survey […]
5 Simple Copy-and-Paste Cold Emails Virtual Advisors are Using to Start Power Conversations

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 email is done right…like the […]
The 9-word, 1-line Email That Helped an Advisor Generate $249k in Commissions

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 virtual advisors drop off after […]
The $14k Radio Silent Email Campaign for ‘Ghosted Leads’

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 about this email, I get […]
How to Generate 1 – 4 Leads A Day With Cold Email + LinkedIn Strategies
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 […]
This Simple Technique Closes Financial Advisory Clients in 7 Words or Less
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 […]
Simple Sales Email Follow Up Template Generated 324 Insurance Leads In 24hrs
Simplicity is the ultimate sophistication. —Leonardo Da Vinci According to a McKinsey study, the average worker spends 13 hours a week—28 percent of his office time—on email. This multiplies out to (yipes!) 650 hours a year writing and sending emails! This begs the question, what does it look like when you total all those […]