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.
Anyone can be a guest on other people’s podcasts. But not everyone is a great guest or appears on the right podcasts. But that’s a skill set that can be learned.
If you’re considering breaking free and going the independent route, this episode is a can’t-miss.
Feeling frustrated that your marketing isn’t working? Just 30 minutes of listening to this episode can change your business!
Quick question for you: what percentage of advisors are retirement plan advisors in the United States? Less than 3%. 2.3% to be precise. But the retirement plan market is booming, with assets expected to double by 2033, and 2.5 million new plans starting soon. This translates to 51 million new retirement savers and huge potential for advisors who can capture a piece of the pie.
No one can know the future with any certainty. But that doesn’t stop us from trying.
Lights, camera, action! Don’t let that phrase send a chill down your spine. Video is having a moment, and you can’t afford to ignore it.
It's time to celebrate the greatest hits of 2023 on the Top Advisor Marketing Podcast.
Is it time to break up? As an advisor, it can be hard to know when – and especially how – to break up with your broker-dealer.
Imagine having a content creation superpower that lets you share your financial expertise with the world without being chained to your desk all day. This is exactly where the "five-step Atomic Content method" comes in. With the Atomic Content method, you're not just creating content, you're building scaled credibility. Your audience gets to consume your insights on their terms, whether they prefer in-depth articles or quick social media clips. And you get to make the most of your hard work, repurposing existing content to save time and effort.
You can’t take care of someone else until you start taking care of yourself. And that’s equally true for both personal and professional relationships.
Start-and-stop is no way to accomplish anything. It takes much longer than it has to, you’re constantly starting from zero again, and most importantly, you lose any and all momentum you’ve created. So why would anyone do that with their marketing?
It’s lonely at the top. But it doesn’t have to be. If you spend less time on the day-to-day transactional elements of business and more time talking with those in the trenches, you’ll find yourselves with happier, more engaged employees and a thriving organization.
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