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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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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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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BIG Announcement and a Favor…

financial advisor training course

Hey there financial advisors,

My brother Luke and I are VERY close to finishing our long-awaited financial advisor training course on “How to take your seminar presentation online without a camera, web developers, or fancy/expensive equipment.”

We have been working on this since May of 2013, but we are finally going to wrap it up. We can’t wait for you to see the full 1-YEAR case study that we did by putting up “UGLY” powerpoint presentations on YouTube without a camera or any equipment. You will be shocked at how much traffic and how many consumer leads that we generated.

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Financial Advisor Step-by-Step Guide to Internet Marketing

Financial Advisor Step-by-Step Guide to Internet Marketing

My brother Luke and I get this question all of the time…”If you had to start all over again with building a fresh website…knowing what you know now…what steps would you take?”

Well the great news is that we did start this very site (Advisor Internet Marketing) this past January (2014) using all of the tactics that we learned from the past with sites like AnnuityThinkTank.com, Annuity123.com, and RetirementThinkTank.com.

And it all came down to 8 simple steps…

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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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