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Growth Mode: Top marketing and automation tools for investment pros

2012 has been an amazing year for financial professionals marketing themselves online.

Tools are getting easier and easier to use and the holy grail for all marketers — AUTOMATION! — is become a reality for financial professionals.

To paraphrase John Lenin: Imagine a world where all your marketing activities were automated and that everyday you got a list of people ready to buy your product (not leads, almost-customers!).

My personal experience –> recommendations

I’ve spent a lot of time working with clients ...

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24
DEC
5

Categories: email services, Free resources, marketing

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The Insider’s Blueprint to Monetizing a Financial Website

Make millions of dollars online using my 1 EASY secret…

Financial marketers know these types of aspirational promises well. For years, this was how financial products were sold — with outlandish promises of easy wealth.

Well, here’s the thing: those same offers of instant riches abound in online marketing. There are plenty of courses for sale (from $97 ebooks to mastermind groups that cost thousands of dollars) that claim to have THE SECRET to simply turn on a money printing press. As ...

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29
JUL
4

Categories: Free resources, monetization

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Build a financial website for a fraction of the cost (or, 1 resource web designers would like to keep secret)

Advisors ask me all the time about their websites.

Most of the time, they’re asking for help in terms of optimizing their site’s performance: capturing more leads, driving new prospects, expanding their reach.

To be honest, building a website for most advisors (for most people, really) is an utterly overwhelming process.

Why building a website is overwhelming

It’s human nature: when we don’t quite understand something, we seek professional help.  That’s why your clients seek out your advice, right?

I’m guilty as charged, too. Here ...

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16
JAN
3

Categories: Free resources, industry news, marketing

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Best actionable marketing links for financial advisors

Online marketing is really just beginning to take off in the investment management field.  I get asked almost daily from financial advisors and RIAs what they should be reading, what they need to learn, where they should spend their time to bring in new prospects.

Like Stephanie Sammon’s recent LinkedIn poll of hundreds of financial professionals, advisors want more prospects.

I can help you answer the question of how do financial advisors get more clients.

To make you lives easier, ...

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4
NOV
0

Categories: advisorinsider, financial advisors, Free resources, industry news, marketing

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Automating your business, increase efficiency, grow revs

This post is derived from my exclusive email list, the AdvisorInsider — providing tips, tools and technologies helping grow investment businesses.  Sign up here

Automating your business, increase efficiency, and grow your revenues

When I first opened a brokerage account after college, I used to receive these letters from my broker wishing me a happy birthday, a happy Thanksgiving, etc.

It was a nice, soft touch.  ...

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10
AUG
3

Categories: advisorinsider, broker, financial advisors, Free resources, industry news, marketing

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