Author: Sydney

6-minute read | 7.5 minute listen

“Marketing is a waste of my time. I spend so many hours on my marketing but get almost no new business from it.” If that statement sounds like something you would say, you’re not alone. Seventy-five percent of financial advisers report that they get fewer than five leads per month through their websites.

But we’re going to change that. Our members’ success proves that marketing doesn’t have to be a time suck that delivers little to no results. In fact, our advisers get an average of 6.8 leads per campaign, and our top-performing advisers boast 10.1 leads per campaign. And most of them spend less than four hours on their marketing per month.

Our blend of automation, personalization, and heavy reliance on data lets our members create marketing campaigns that bring them more results in one click. But even if you’re not one of our members, these tactics will help you generate more leads, reach more people on social media, close more sales, and build better relationships with your clients. Continue reading Data-Driven Marketing Tactics for Advisers

6-minute read | 7.5 minute listen

Pre-COVID-19, only 2% of advisers met with their clients through video calls—most conversations happened in-person, face-to-face. But with lockdowns, social distancing restrictions, and other changes brought about by the world pandemic, only 12% of advisers were able to meet with their clients in person—the majority (80%) relied on video calls or phone calls.

The pandemic has undoubtedly changed the way advisers need to communicate with leads, prospects, and clients. This means advisers also need to adjust the way they organize prospecting and nurturing events, one of the main ways to build rapport.

With parts of the world now lifting restrictions and opening up, people are asking, “When should we organize virtual events vs. in-person events?” The answer to that question is: it depends on your goals. Continue reading Where Should Your Next Event Be?