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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Top 10 FAQs – Financial Advisor YouTube Marketing

financial advisor youtube marketing

My brother Luke and I recently announced that we would finally be taking on a select group of financial advisors that want to take their seminars, presentations, voice, message, and entire sales funnel online.

We call the exclusive training course The Online Seminar Sales Funnel (learn more about the private course here)

After releasing 3 free training videos to give advisors a taste of what is possible with YouTube Marketing, we received some excellent questions (and objections) about creating massive amounts of leads (and authority) through Youtube…

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Announcing The Online Seminar Sales Funnel Training Course

online seminar sales funnel

On September 3rd, Luke and I released a 3-part video training series teaching financial advisors how to transform any PowerPoint presentation or seminar into an online lead funnel.

We had some amazing feedback, and many of you have been asking how you can take all of this online marketing to a new level with us.

Well today we are announcing our latest product, called The Online Seminar Sales Funnel.

We are only accepting registrations into the private course for 10 days, and enrollment ends at midnight, September 22nd.

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Creating Leads Online From Scratch [Free Video Training]

creating leads online from scratch

Would you like to learn a system that will enable you to be creating leads online from scratch?

Yes?

Well then you came to the right blog today, as I want to offer you my free video training that reveals all of the secrets, tips, and tricks that my brother Luke and I used to create online sales funnels, massive amounts of free traffic, and ended up generating hundreds of consumer leads.

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How To Create Leads From Your Seminar While You Are On Vacation

how to maximize leads from your seminar

Would you like to learn how you could be doing the following from scratch?

Take your powerful seminar online
Learn the simple steps to drive free traffic to your seminar
Learn how to build an entire sales funnel from scratch (without a web developer)
See how easy it could be for you to start creating targeted leads from your seminar while on vacation

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The Secret to Creating Leads From Your Seminar Online…

financial advisor online seminar

I have been waiting over a year to write this blog!!!

That’s right, last May (2013), my brother Luke and I embarked on a mission to do the following:

Open up a free Youtube account from scratch
Add at least one video per week starting only with “Ugly” black and white PowerPoint presentation (no cameras, microphones, etc.)
Have no associated website with the videos or the YouTube channel except for a simple $10 landing page
We would optimize our videos inside of YouTube (with some of the tactics we have learned over the years) to see just how many views we could get to our “Ugly” videos

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