5 Ways Financial Advisors Can Get More Referrals

best ways financial advisors can get more referrals

A popular response to this is: “Why aren’t I getting referrals?”

The short answer is that you are most likely using networking strategies or salesman techniques that just don’t work. This is completely understandable. Its what we observe over and over again.

For example, you go to a meeting with a networking opportunity. What do you do? Typically you give your 30-second “commercial” and you exchange business cards, right? I mean that is what we are taught to do.

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Best Email Autoresponders for Financial Advisors

best autoresponders for financial advisors

It’s one thing to generate leads from your website, but it’s an entirely different sequence of events to be able to nurture, build a relationship, and eventually get an Internet lead to raise their hand and ask for an appointment. But the great news is that with one of these top email autoresponders for financial advisors below, your entire email follow up sequence can be done without you ever having to lift a finger.

In fact, the very best email autoresponders for financial advisors will almost act like your own personal assistant…constantly following up with and nurturing every single lead, prospect, and client in your database.

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13 Reasons To NEVER Buy An Email List

buying email lists for financial advisors

Does it ever make sense to be buying email lists for Financial Advisors?

I get it, you need more qualified prospects to add into your email list. You would like to have more prospects raising their hand after receiving your email every week, however, the price of an email list comes with some big risks if you decide to take this email marketing shortcut…

Let me explain.

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A Proven Referral Marketing System for Financial Advisors

referral marketing for financial advisors

Is Your Financial Practice Leaking Profits?

Drrrrrip…Drrrrrip…Drrrrrip… Drip, drip, drip!

My friend first noticed his leak one day during a heavy rain storm.

He called the roofer and found some damage. But after replacing the damage, the leak returned.

Whether you want to admit it or not, your practice has some leaks as well…

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Should You BUY Social Media Fans, Friends, Likes, or Followers?

BUY Social Media Fans, Friends, Likes, or Followers

“I got friends in low places…”

Ever since social media exploded a decade ago, there have been countless amounts of software developers, app developers, web guru’s, coders, and even hackers taking their shots at capitalizing on the vast amount of people using social media networks. The vast majority of the software, apps, and interfaces are excellent, and truly add value to the overall experience.

However, there is a small percentage of apps and “shortcuts” that can actually hurt you, your image, and destroy trust.

Should you buy social media fans, friends, likes, or followers?

Here is just a small sampling of the things that I have seen for sale recently in regards to “buying friends” on your social media networks.

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Financial Advisor Marketing: Secret Sauce Transparency Marketing


Warning: This video might force you to rethink everything you thought that you knew about marketing…

I came across this guy Marcus Sheridan in the foreword of one of my favorite marketing books of 2014 called “Youtility – Why Smart Marketing is about Help, not Hype.” His company story is not only amazing, it is amazingly simple, as any of you can implement this as your own personal financial advisor marketing game-changing platform.

Moreover, I have yet to come across a message like this that reinforces everything that Luke and I have been teaching you about transparent, content driven marketing for financial advisors. And this 12 minute power-packed message proves that it can be life changing for you and your practice if implemented.

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Financial Advisor Blogging Tips


To blog, or not to blog…

Out of all of the organic, content driven Internet Marketing pieces of the puzzle, the one that you can’t really live without if you have any intention of mastering online marketing is blogging. And that is why we put together this powerful video called Financial Advisor Blogging Tips.

The best analogy that I can think of to show you the importance of blogging is to compare it to your house. Could you ever imagine buying a home for you and your family that didn’t have a kitchen?

Yes, the home would still work in terms of shelter and a place to lay your head, but without a kitchen you would have to eat out every single meal. There would be no family unity, there would be no conversations around the kitchen table, and it would certainly be hard to ever have friends over.

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How do to e-mail Marketing for Financial Advisors


Email Marketing for Financial Advisors

Are you doing email marketing but not seeing the kind of results that you expected?
Are your email opens and clicks disappointing…or non-existent?
Do you have a great message to share but just don’t know how to get the maximum amount of your clients and prospects to see it?
Then this video above about conversion, list building, and email marketing for financial advisors should be a huge help for you.

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The Best Marketing Book For Financial Advisors In 2014 [Must Read Book]

the best marketing book for financial advisors

The Must Read Marketing Book For Financial Advisors

You are going to thank me for this one! Just call this book recommendation an early Christmas gift from your ol’ pal Joe Simonds. The book that I am going to recommend is by far the best marketing book for financial advisors in 2014 that I have read. In fact, this is one of those books that as I was reading it, I kept thinking how excited I was to share this with the financial advisors (like you) who have been following us all year.

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Best Hosting Services For Your Website

best hosting services for your website

What are the best hosting services for your website?

If you own a website with any amount of content, then you must have hosting for it. There is just no way around it. Hosting is defined as store (a website or other data) on a server or other computer so that it can be accessed over the Internet. So when someone asks you who you are hosting your website with, they are also asking what kind of “server” do you use.

Coffeecup.com does a great job of describing hosting for the layperson: Web Hosting or ‘Hosting’ is a service provided by a vendor which offers a physical location for the storage of web pages and files. Think of a Web Hosting Company as a type of landlord, they rent physical space on their servers allowing webpages to be viewed on the Internet.

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