Marketing strategies for financial pros.
The definitive marketing podcast for financial advisors. Real tactics, real results, real talk about what it takes to grow your advisory practice through modern marketing.
While trying to maintain a healthy work-life balance as a virtual advisor, have you ever thought, “There has to be a better way”? If so, Derek Notman, CFP®, founder of Conneqtor, has solutions for you!
These days, if you don’t have a digital presence, you don’t exist for most prospects. It’s time to create a fully integrated marketing system that’s ever-present and builds relationships.
Are your nerves holding you back from starting a podcast? Good news: We have a professional podcast host on our team who’s known for helping new podcasters find their groove.
To be successful at marketing, you’ve got to be willing to put in the work. And then comes a tricky part: deciding how involved to be in that work and what to outsource.
When you start associating sales with building relationships and creating influence, it takes your prospect meetings to a whole new level.
One of two things happen with leads all the time –– they buy or they disappear.
We live in an overworked world. Working 80+ hours at the office (and spending the rest of the time on our phones), is unfortunately the norm. But, it doesn’t have to be your norm.
Have you ever considered partnering with CPAs and attorneys to give your clients the virtual family office experience?
Thinking about starting a podcast? Before you press record, learn five podcasting must-haves that’ll help you avoid podfade and grow an audience of loyal fans.
Most advisors take years to grow their practice. Very few are able to experience exponential growth right from the beginning. Today’s guest is one of the few.
Can you confidently say that your ideal prospects have a clear sense of who you are, whom you serve, and why?
Do you want to do content marketing, but you feel burdened by compliance?
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