Before the dawn of the internet age, marketing looked a lot different. The first time a potential client heard about your company or brand was because you were already reaching out to them.
This approach was called outbound marketing, in which you had to reach out to the contact in order to begin the prospecting process. Many times this involved a phone call. And it could be argued that outbound marketing is why caller ID was invented,
The best messaging in the world can’t shine through a shoddy or outdated website. But the sharpest-looking website also won’t convert visitors into clients if the messaging isn’t on target for your ideal client profile. You have to strike the right balance between presenting long- and short-form content alongside engaging visuals.
Work sessions are fairly straightforward as a concept—sort of like a meeting of minds toward the completion of a common goal. But how are they different from meetings? And what are the benefits? The struggles?
What is a work session? How is it different from a meeting?
A work session (sometimes called a co-working meeting) is typically a 1-hour session of a very small group of collaborators working on a single project to get it to almost-completion.
Do you feel like your business controls you (instead of you controlling the business)?
Do you reach the end of every week and still have far more left on your to-do list than you’d like?
If you answered “yes” to either of these questions, then you’re not alone. These are common problems for financial advisors at all stages of their careers.
Meetings run over their scheduled times,
Attending a conference can be one of the greatest things you can do for your advisory firm. Not only do you get the “low-down” on industry trends, but can gain some new skills, make some new connections, and even find some solutions to your ongoing business problems.
It wasn’t too long ago we were writing a guide on How to Get the Most From a Virtual Conference because the pandemic—in its many forms—was still rearing its ugly head and keeping us all socially distanced.