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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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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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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How You Can Divert Traffic From Big Named Websites


Do you have a Traffic Problem on your website?

If you are like most financial professionals (including me back in the early days of starting my first site AnnuityThinkTank.com), then I am guessing that you need a whole lot more online traffic than you currently have. And there are probably some of you reading this that have almost no traffic at all to your website. But regardless of the case, I am going to show you an effective way to legally divert traffic from big named websites with no out of pocket expenses.

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How to Target Your Ideal Prospects With Laser-like Accuracy


Do you know precisely who your “Ideal” prospect is?

If you have read the Digital Marketing Grail for Financial Advisors then you certainly understand just how important it is to PRECISELY know who your Ideal (aka Avatar) client is when marketing online. Not to say that it isn’t crucial in offline marketing (because it is), but it is even more so when you are trying to get someone to take action on the Internet, as the ability to leave your site to go to one of your competitor’s websites is as simple as a click of the mouse…

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Do You “Feel Alive” in your Business as a Financial Professional?


Do You Want To Have An Ideal Financial Advisor Lifestyle?

My clients have been financial professionals since 2001. And over that time (13+ years), I have had the opportunity to meet, speak to, and coach some really incredible financial professionals. I have met some of the most successful financial advisors in the country, and I have also met and spoke to some that continue to struggle every year. However, one thing that has always perplexed me is how few of you are really living the “ideal financial advisor lifestyle” that I believe you deserve.

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