The Authority Advisor (Book Review)

the authority advisor book review

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…”

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Top 10 MUST READ Books for Financial Advisors [Part 2]

top 10 must read books for financial advisors

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.

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EXPOSED: The Fatal Flaw in Your Financial Practice

financial advisor marketing strategies exposed

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…

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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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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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