Financial Advisors Discuss 2022 Retirement Trends
We’ve all seen the systemic changes brought about by the pandemic. These structural changes include the wide acceptance of work-from-home arrangements and mass resignations in the workforce – particularly among younger workers. Another aspect worth exploring is the increased rate of retirement among adults. Retirements have certainly hastened, likely from reasons dissimilar to past crises, […]
How to Create an Ebook Lead Magnet That Attracts Your Ideal Clients
Anyone with the right mindset can write an ebook. This is especially true in today’s age. Advances in technology have been more than just about virtual meetings and the Metaverse. As apps continue to modernize and knowledge is passed along effectively, we’re able to do things previously unachievable — including publishing an ebook. An ebook […]
☕ Advisor Sunday Brew: Use this FIFU formula for prospecting
The What and Why of Evergreen Content for Financial Advisor Marketing
As a financial advisor, you’re constantly looking for ways to improve the bottom line. This can be done using any number of marketing strategies and investments. But at the end of the day, there are only a few ways to move the proverbial needle: Improved prospecting, decreased costs, and/or enhanced efficiency with better ROI campaigns. […]
Financial Advisors: How to Get Compliance on Your Side
It’s no secret, adhering to regulatory requirements has always been a challenge. Financial institutions typically need dedicated compliance officers just to navigate the labyrinth. And with the ever-increasing popularity of digital marketing, the Virtual Financial Advisor™ faces even more complex compliance issues. A big part of compliance is tied to the issue of transparency and […]
A Financial Advisor’s Guide to Hiring a Virtual Assistant
It is rare to find actual win-win situations. Great virtual assistant (VA) hires can be one of them. That is, if you find the right talent. A good VA can be both economical and talented — a golden combination. By hiring virtually, you’re able to tap into the global talent pool, which usually means more […]
Why Successful Advisors Regularly Purge Their Email Lists
Working to build a large email list is a sensible goal. The astute Virtual Financial Advisor™ knows how effective email marketing can be, plus they know they actually own the list. But purging emails is as important. Email purging, also commonly called email scrubbing, is simply removing people from the database. Why would an advisor want […]
Proven Financial Advisor Marketing Techniques to Achieve SUCCESS
Messages that stick often lead to more significant wins. Creating unforgettable presentations is especially true in the advisory practice where prospects choose to delay making decisions. The more memorable your scripts or templates are, the greater the chance they’ll call back. But how can you make your messages stick better? Financial advisors have their go-to […]
How Top Insurance and Financial Advisors Max Out Productivity When Working From Home
We all know what happened in 2020. The pandemic affected all of us. In an instant, remote work became the norm. People couldn’t go to offices, nor could advisors personally meet with clients. But every cloud has a silver lining. For many financial advisors, it was the opportunity to spend more time with loved ones. […]
14 Winning Cold Email Tips for the Virtual Financial Advisor™
Cold emails work! Well, maybe not as effective as other techniques. But if you’ve already optimized your time and workflow in other areas, then cold emailing is another method to get even more leads. And as the Virtual Financial Advisor™ becomes the norm, every bit of lead source helps. Plus, like the other prospecting methods, […]