Category Archives: Marketing

Use Market Intelligence to Take the Guesswork Out of Prospecting

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Conducting market research on your audience will reveal critical information that enables you to understand the best methods for communicating and appealing to them. You can tailor your value proposition to their pain points and approach them as a trustworthy advisor offering meaningful solutions—not just another talking head speaking into the void. 

Your Prospects Don’t Have Short Attention Spans

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People Don’t Have Short Attention Spans. It’s the Content that Isn’t Interesting.

The truth is out! Humans don’t actually have shorter attention spans than goldfish, it’s just that most of the content we’re consuming isn’t interesting enough to hold our attention. 

So what’s with the goldfish?

In 2015, the internet erupted with the statistic that humans have an 8-second attention-span. Less than that of a goldfish! Well,

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What is a Marketing Funnel and Why is it Important?

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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,

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3 Pro Tips for Balancing Messaging & Visuals in Your Marketing

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The best messaging in the world can’t shine through a shoddy or outdated website.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.

9 Financial Advisor Time Management Tips to Boost Productivity

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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,

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