5 Email Marketing Tips for Financial Advisors (Plus Bonus Video)

5 email marketing tips for financial advisors

In my last blog, I gave you the 7 Deadly Marketing Sins for Financial Advisors. And if you recall, one of the deadly sins was to NEVER send an email without a link back to your site (or blog, video, some call to action, etc).

Well today, I am going to get laser focused on email marketing, and give you 5 email marketing tips for financial advisors like you. I hope you enjoy. But more importantly, I hope you will start implementing some of these ideas immediately. Those who do will certainly see some positive changes.

The 5 Email Marketing Tips for Financial Advisors…

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“Duct Tape Selling” Independent Review

In this video blog, I’m doing a book review on an incredible book by John Jantsch called “Duct Tape Selling: Think Like a Marketer, Sell Like a Superstar”. John Jantsch is also the author of the top selling books “Duct Tape Marketing” and “The Referral Engine”.

Before I get into it I want to thank Paul Feldman of Insurance News Net for interviewing John Jantsch. Had I not read the great interview in your magazine, I probably never would have bought the book, I probably wouldn’t have read the book, and I probably wouldn’t be on video right now publicly in front of thousands of people doing this book review.
My overall one sentence description of “Duct Tape Marketing” – The book was awesome, and is a MUST READ for anyone in the financial services industry.

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Online Seminar Sales Funnel “Behind the Scenes”

online seminar sales funnel behind the scenes

Ever since we released our hit “How To” product that is empowering financial advisors to quickly take ANY seminar presentation (or PowerPoint presentation in general) online, how to drive free and paid traffic to the seminar, and how to convert the traffic into qualified prospects (all without any camera equipment or web developer), we have had many requests to get a “behind the scenes” glimpse before they enroll in the private course.

And the answer is YES!

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The 7 Deadly Financial Advisor Marketing Sins

The 7 Deadly Financial Advisor Marketing Sins

In this eye-opening marketing message, I am going to address the 7 deadly financial advisor marketing sins that I continue see costing advisors like you TONS of money.

These marketing sins pertain to all marketing channels, not just digital marketing. However, you will see a majority of them pertaining to Internet Marketing, merely because I have found that to be the future of marketing in this industry.

Finally, the great news is that all of these can be corrected in short notice. The big question is WILL YOU make the changes and implement where needed?

Here are the 7 deadly financial advisor marketing sins of 2014…

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Finally! A CRM for Financial Advisors That is Super Easy, Powerful, and Affordable

For those of you that don’t know about Wealthbox, it’s a new web-based CRM system for advisors that launched this earlier year. It’s known for its hyper simplicity and “social design.” It kind of reminds me of being on Facebook. Super easy to find things, super easy to add things, to find people, etc.

There’s no training required with Wealthbox CRM, you just sign up and go. With its modern Facebook-style “activity stream” you can also internally collaborate with your assistant or partners, and everyone can see what new CRM updates are happening. Wealthbox even integrates externally your social network accounts in private activity streams to monitor the life events of your prospects and clients online.

My good friend Jason Wenk, head of Retirement Wealth Advisors, is a Wealthbox CRM user and has said, “Wealthbox reminds me of when I got my first iPhone. It’s an incredibly simple yet powerful platform for my firm.”

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Meet The Digital Dunce Financial Video Marketer

digital dunce financial video marketer

Do you think it would be tough to create hundreds of thousands of free views to your videos on YouTube?

Dot you think it would be incredibly tough to create qualified prospects from your online videos around the clock, whether you are actually working, at home, or even on vacation?

Does it seem way too hard, that you have no idea what you are doing, perhaps you don’t even know where to start?

Well you aren’t alone…

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Perhaps the WORST Financial Educational Video of all time…

worst financial educational video

I want to take you back in time.

Back to a time when Joe Simonds was a complete digital dunce.

Back to a time when I knew nothing about how to do videos, when I had no idea how to properly upload videos to YouTube, and I certainly had no idea how to create leads from my videos, or even how to create leads online for that matter.

In fact, I think my first couple of videos were so bad that I probably scared away more people than anything else.

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7 YouTube Marketing Tips in Under 3 Minutes [Free Videos]

youtube marketing tips

Many of you have asked me how I have created so many Internet leads from simple YouTube videos?

After thinking about it, I boiled it down to 7 Must Know YouTube Marketing Tips that really skyrocketed my videos in the YouTube search Engine. And of course with more views, means I get to educate more people, and thus have more people opt-in to have a conversation with me.

So here are the 7 different YouTube Marketing Tips that have been game-changers for me:

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