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Digital Marketing 4 Financial Planners

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More Information

Location:

United States

Twitter:

@wagnercomm

Language:

English

Contact:

3037251219


Episodes

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


E13 | It’s all about the niche

1/25/2017
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Claire Akin shares her LinkedIn expertise on this episode of Digital Marketing 4FP. She shares LinkedIn specific digital marketing strategies and we discuss how LinkedIn works with other social networks. She shares how LinkedIn is an incredible basis for finding and nurturing prospects.

Duration: 00:32:24


E12 | How to Hire Interns from Universities

12/14/2016
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Eddie Kramer shares some of the lessons he's learned from working with his alma mater. From hiring interns to building what he calls "Structural Capital" from Guy Kawasaki and Daniel Goleman.

Duration: 00:30:19


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