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Digital Marketing 4 Financial Planners

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Episodes

E26 | Video speaks The Story of your Brand

6/6/2018
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Idea Decanter shares how video marketing allows RIAs to showcase their personalities as well as your firm's passion and purpose.

Duration:00:42:43

E25 | The dopamine driver of white boarding videos

5/16/2018
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Why are whiteboarding videos so engaging? Jill Addison gives us a look into the effectiveness of using this video marketing strategy your clients and prospects. Do you want a suite of videos to share with your clients? If so, get inside the FA Client Machine: https://fz203.isrefer.com/go/jw3/JacobWagner/ BONUS: Click here to schedule your complimentary 15-minute Video Marketing Strategy Session: http://www.scheduleyou.in/ELJh3eUIHh

Duration:00:27:58

EP24 | Finding Clients Through Video Games

2/22/2018
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Galen has found a treasure trove of financial clients in one of his personal passions, video games. There are a number of ways that video game enthusiast might find themselves needing a financial planner. He's been there to help.

Duration:00:35:00

E20 | Why get a business coach?

10/6/2017
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E20 | Why get a business coach? by Digital Marketing 4FP

Duration:00:38:04

E18 | Rianka started her RIA to do more

8/9/2017
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Rianka joins the show and shares details about what it was like to start Your Greatest Contribution. She shares great tips on what to do, and what to avoid, when starting out.

Duration:00:35:11

E16 | Podcasting for Financial Planners

5/25/2017
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Hannah More chats with me about her podcast, You're a Financial Planner, Now What? All about podcasts. Why we do it, how we do it and what tools we use to get better results.

Duration:00:35:30

E15 | A Prospect Will Qualify Themselves, If You Ask

4/19/2017
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Wouldn't it be nice if a prospect let you know if they can afford you before you spend a lot of time with them? That's exactly what Stan Mann teaches audience members in this episode. Stan joins me to share 10 sales appointment setting techniques and strategies to start off on the right foot with a client. He uses these techniques with the financial advisors who work with him. This episode will teach you whether or not you want to "close" a prospect.

Duration:00:27:18

E08 - Using Technology to be a better CFP®

9/21/2016
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Amy Hubble of Radix Financial uses technology to improve her client relationships. She uses a system called Trizic. It helps her gain insight into her client's finances, prompts her when to investigate rebalancing their portfolio and has a slick interface for her clients. I like it.

Duration:00:23:56