6 Steps To Passively Generating CPA and Advisory Clients With Your LinkedIn Profile

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 […]

19 Quotes That’ll Remind You why You Love Advising Others

1. To help others achieve the impossible! Source: Painted Teacup Some clients that reach out advisors often need to learn basic investing concepts. They have big dreams they want to achieve and nary the resources with which to do it. But we love watching them learn and grow! 2. Advisors help others build a stress […]

Lead Generation For Financial Advisors via Photo Hacking

A picture is worth a thousand words. Over time, Michael Kitces of XY Planning has noticed something wrong with most advisors’ websites. Fixing it is simple but the change can make a world of difference in conversion rates. Put a picture on your website. It sounds incredibly simple, but it’s amazing how many advisors have […]

How To Calculate Customer Lifetime Value (LTV) And Make More Money

The result of long-term relationships is better and better quality, and lower and lower costs. —W. Edwards Deming Having helped to build one of the largest insurance lead generation companies in the country, I’ve heard practically every argument and excuse for why leads don’t work. And they usually come from advisors and agents who don’t […]

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