According to marketing experts, we’ve gone from being exposed to roughly 500 marketing advertisements and messages a day back in the 1970’s, to as many as 5,000 a day today.Continue Reading →
Are there skeletons coming out of the closet that you don’t want your clients, prospects, friends, and family to see?
It can be a very scary scenario when you have things out on the web that aren’t flattering to you or your image…and in some cases you don’t even know about it. An irritated old client, client’s children, and even competitors can post something negative about you (like a negative review, scam alert, etc) in just clicks of a button.
The good news is that if you have anything out on the web that is negative, there is a way to fix this.
But first let me ask you a question…Continue Reading →
Would you like to have millionaire prospects finding YOU on the Internet?
My bet is that if you are reading this, then the answer is “YES”.
The great news is that there are TONS of millionaire prospects online.Continue Reading →
Attention Financial Advisors:
Have you read The Authority Advisor yet?
Are you unsure what it is about and what you can learn from it?
If so, I believe the sub-title sums it up pretty well…
“If your prospects can’t find you online, then you don’t exist…”Continue Reading →
After hearing so much positive feedback from the “Top 10 Must Read Books for Financial Advisors” blog that went semi-viral in our industry, I knew that I had to publish a second round for you.
So here you go, in no particular order, the “Top 10 Must Read Books for Financial Advisors, Part Deux…”
Finally, just like last time, I have provided you the direct link to buy it on Amazon as a live link in the title and in the picture of the book below each description.Continue Reading →
You are either going to love me or hate me after reading the hard hitting truth in this blog…
But before I show you the fatal flaw that is holding you back from breakthrough success, let me first show you something that your competition is completely ignoring.
Laser Targeted Prospects Right Under Your Nose…Continue Reading →
May I ask you a question?
And I want your honest answer as fellow financial professional.
Have you ever lost a case to one of the of “digital financial advisors” out there?
I am willing to bet that most of you have, whether you want to admit it or not. In some cases, it might have happened right under your nose.Continue Reading →
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.”Continue Reading →
Just imagine the power this gives you when you know things about your prospects like:
Your prospect’s hobbies
Your prospect’s family members, names of family members, interests of family members
Where your prospect went to school
Where your prospect grew up
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.Continue Reading →