1) Psychology of Selling Adopt a probability mindset. Selling is a numbers game. Good Case Scenario 50 leads = 35 appointments = 10 Closed = 10k Commission 2) Massive Amount of Efforts Never ever believe in talent Top Financial Advisors are made and not born. Success = Right Strategy + Massive amount of Efforts […]
Insurance Lie # 1: We are family Some financial advisors may get over complacent because they have nice and kind agency leaders who treat them like family and are always encouraging and supportive towards them. These financial advisors may get over reliance and over dependence on their agency leaders for their own success and results Would you […]
Lie no.1: We are family Some employees may get over complacent because they have nice and kind bosses or managers who treat them like family and are always encouraging and supportive towards them. These employees may get over reliance and over dependence on their leaders for their own success and results Would you tell your son actually […]
1. Content Creation First, you need to have your content before you can market your services online. There are 2 types of content: Micro-content is any content that can be consumed in 10-30 seconds or less. Yes! A reader with an 8 seconds of attention span would love these! Forms of Micro-content Infographics / Graphs / […]
How to Start Digital Marketing for Financial Advisors Landing Page Before you can start your digital marketing journey, you need your ground zero or the landing page, your own website. Without the website, how are your prospects going to trust your products? This involves getting a domain (your website URL), your website host, and […]
Traditional Targeting friends, relative or existing clients is a convenient option. Roadshow Advantages: Face-to-face exchange of information. Can easily build trust. Disadvantages: Costly Door Knocking – Door to door Advantages: Face-to-face exchange of information. Can easily build trust. Disadvantages: Takes a lot of effort Cold Calling Telemarketing Advantages: Cheap Disadvantages: Hang ups […]
Know your Expertise A firm with so much array of services is good but having an expertise can be better. Becoming an expert to specific market can differentiate you from others and could potentially justify higher fees. Build Great Customer Relationships Go above and beyond expectations. This could potentially turn to referrals from existing […]
8. LinkedIn Using LinkedIn to Generate Leads Online LinkedIn is a great way to find professional leads. Build your connection and turn them to potential client. Like in social media Facebook and Instagram, you need to create a reputable profile. A short introduction of “What do you do?” Secondly, add more connections but play fair […]
7. Classified Ads How to Use Classified Ads to Generate Leads Posting on classified ads can help for product awareness as well. Just reminder that you might need to enter your information, so it is better to have your work phone separated from your personal phone. Here is example of Posting and ad in […]
6. Video Sharing Use Youtube/Vimeo to Generate Leads Online Make a video about your products and/or services. After you give all information you will offer them free consultation. Basically say “Hey. If you like this or interested about this video. Here’s my contact, give me a call and I’ll give you free consultation. Let’s […]