Category Archives for "Social Media Marketing"

How to Use Simple Persuasion Techniques to Effortlessly Build Trust with Prospects and Increase Sales

In last week’s podcast episode, I interviewed Justin Christianson who revealed how to increase the number of leads and appointments for your practice…without spending more on traffic. Today I interview Dave Lahkani, one of the nation’s most recognized experts on applied persuasion, human influence and business growth strategies.   How much easier would your job […]

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7 Killer Insights To Earn More Money And Work Less

In our last podcast episode, I interviewed Jeremiah Desmarais on “How To Become The Preeminent Authority In Your Marketplace And Connect With More Affluent Clients. Have you ever felt like you’re stuck on an island? Have you ever felt “disconnected” from your clients, employees, your spouse or maybe you’re so busy working that you’ve lost […]

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How To Become The Preeminent Authority In Your Marketplace And Connect With More Affluent Clients

  In last week’s podcast episode, I had an awesome guest who shared how Virtual Sales Secrets To Instantly Boost  Profits And Freedom In Your Business Today I interview Jeremiah Desmarais,who’s been labeled “One the greatest marketing minds in the financial industry” by executives and thought leaders. Last year, Jeremiah delivered the Ted Talk ‘The […]

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TOP 5 Digital Marketing Trends for 2016

We’re a few days into New Year and you’re likely in the process of putting the finishing touches on your 2016 Business Plan. Included in that plan is probably how to increase the digital marketing presence in your practice. After all, obtaining new clients is always a top priority and focus of a good business […]

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10 Simple Actions That Could Grow Your Business Significantly

In 2015, most every financial advisor has a website. Advisors use their websites for many different reasons. You may use it to generate leads, phone calls or just to get prospects and clients to your office. But what every advisor with a website has in common is one thing: create growth. What if you could use your […]

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The Proven Formula for a Perfect Headline

Being around the online marketing realm for more than 5 years now, I’ve seen my fair share of good and bad headlines. The Financial Advisors who blog spend a lot of time writing awesome content, but how many of you spend time creating powerful & engaging headlines? I’m willing to bet that you are not spending […]

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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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The Truth About Social Media and Financial Advisors

The three big questions that I continue to hear in regards to social media and financial advisors seem to be fall along these lines…

How often should I post to my social media accounts?
How hard should I be selling myself on social media?
What does it take to see a positive ROI with social media?

I will do my best to answer these questions below.

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Social Media Marketing Compliance Tips for Financial Advisors

As financial professionals, we all know that we need to have an online presence to thrive and exist in today’s world. However, due to all of the ever-changing compliance rules that we are blessed with, we must be incredibly smart about what we post on our websites, our videos, social media sites, etc.

Last week I came across a registered advisor in Utah who was recently busted (and fined $75,000) for some of his radio, digital, and social media content. Although I do not know this advisor, and I am not sure exactly what was in his content as I can only imagine it has all been taken down, we can still learn something from him.

Here are the main reasons that he was fined and suspended according to the article:

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