I found your next client on Facebook…

I’ve got to be honest with you, when I kept hearing how well Facebook ads were doing for some of my Internet Marketing friends, I wasn’t just skeptical, I thought they were downright full of crap.

Especially when people told me they thought Facebook marketing for financial advisors could be a reality.

My thought was that Facebook ads would only work on high school and college kids looking for deals on video games, cheap pizza, and beer coupons.

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

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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5 Email Marketing Tips for Financial Advisors (Plus Bonus Video)

In my last blog, I gave you the 7 Deadly Marketing Sins for Financial Advisors. And if you recall, one of the deadly sins was to NEVER send an email without a link back to your site (or blog, video, some call to action, etc).

Well today, I am going to get laser focused on email marketing, and give you 5 email marketing tips for financial advisors like you. I hope you enjoy. But more importantly, I hope you will start implementing some of these ideas immediately. Those who do will certainly see some positive changes.

The 5 Email Marketing Tips for Financial Advisors…

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“Duct Tape Selling” Independent Review

In this video blog, I’m doing a book review on an incredible book by John Jantsch called “Duct Tape Selling: Think Like a Marketer, Sell Like a Superstar”. John Jantsch is also the author of the top selling books “Duct Tape Marketing” and “The Referral Engine”.

Before I get into it I want to thank Paul Feldman of Insurance News Net for interviewing John Jantsch. Had I not read the great interview in your magazine, I probably never would have bought the book, I probably wouldn’t have read the book, and I probably wouldn’t be on video right now publicly in front of thousands of people doing this book review.
My overall one sentence description of “Duct Tape Marketing” – The book was awesome, and is a MUST READ for anyone in the financial services industry.

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Online Seminar Sales Funnel “Behind the Scenes”

Ever since we released our hit “How To” product that is empowering financial advisors to quickly take ANY seminar presentation (or PowerPoint presentation in general) online, how to drive free and paid traffic to the seminar, and how to convert the traffic into qualified prospects (all without any camera equipment or web developer), we have had many requests to get a “behind the scenes” glimpse before they enroll in the private course.

And the answer is YES!

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The 7 Deadly Financial Advisor Marketing Sins

In this eye-opening marketing message, I am going to address the 7 deadly financial advisor marketing sins that I continue see costing advisors like you TONS of money.

These marketing sins pertain to all marketing channels, not just digital marketing. However, you will see a majority of them pertaining to Internet Marketing, merely because I have found that to be the future of marketing in this industry.

Finally, the great news is that all of these can be corrected in short notice. The big question is WILL YOU make the changes and implement where needed?

Here are the 7 deadly financial advisor marketing sins of 2014…

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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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