Bethink Marketing Media - Videos & Podcasts

Business Man on Laptop.jpg

Why spend money on marketing when I have Advisors selling? [Podcast Ep. 24]

Posted by Andrew Chao Daongam on Oct 30, 2018 7:52:00 AM

Read More

Topics: Inbound Sales, Podcast, Marketing Fundamentals

Why should Financial service firms use a Marketing Software? [Podcast Ep. 23]

Posted by Julia Lin on Oct 23, 2018 8:32:00 AM

Read More

Topics: Inbound Sales, Podcast, Marketing Software, Marketing Fundamentals

How can Financial Service Firms Best Succeed with Marketing? [Podcast Ep. 22]

Posted by Andrew Chao Daongam on Oct 16, 2018 7:32:00 AM

Read More

Topics: Marketing Strategy, Inbound Sales, Podcast, Marketing Fundamentals

Where do Financial Services Fall Short in Marketing? [Podcast Ep. 21]

Posted by Julia Lin on Oct 10, 2018 12:10:00 PM

Read More

Topics: Marketing Strategy, Inbound Sales, Podcast, Marketing Fundamentals

How can Financial Advisors use Inbound Marketing Content to Prompt Non-Responsive Leads to Reply [Podcast Ep. 20]

Posted by Julia Lin on Jul 31, 2018 7:22:00 AM

For this episode, we will answer the following question:

How can I use Inbound Marketing content to follow-up with potential customers and prompt them to reply as a Financial Advisor?


We’ve all been there before, we’ve sent out that all too well-known follow-up email asking how a potential customer is doing and checking in with them. But then we find that the amount of emails we’re sending out is disproportionate to the number of responses we’re getting back. There’s a reason why you’re not getting a lot of these same people replying back to the emails you send out to them.

Read More

Topics: Inbound Sales, Podcast

What to Look for in a CRM as a Financial Advisor [Podcast Ep. 19]

Posted by Andrew Chao Daongam on Jul 27, 2018 7:14:00 AM

For this episode we will answer the following question:

What are important features of a CRM software that my financial service firm should look out for?

There are several CRM softwares out in the market that it could be quite difficult to narrow it down to the right one for your financial advisors to sell better and faster.

We understand what would be helpful for financial service firms to have inside of a CRM software to not only equip their advisors but also for the entire organization to improve their overall operations.

Read More

Topics: Inbound Sales, Podcast

Why Financial Advisors need to Address Goals and Pain-points before Solutions [Podcast Ep. 18]

Posted by Andrew Chao Daongam on Jul 24, 2018 10:44:14 AM

For this episode, we will answer the following question:

Why is it important to address investment goals and challenges before presenting the solution to potential customers?

This may sound obvious to address the goals and challenges of your prospects before presenting the solution, however there are many financial advisors who drive their sales efforts by putting all the emphasis on the solution.

Read More

Topics: Inbound Sales, Podcast

3 Differentiators that Will Make You Stand Out From Other Financial Advisors in Sales [Video]

Posted by Andrew Chao Daongam on Jul 18, 2018 7:18:00 AM

Question for you today. As a financial advisor, do you find it difficult to differentiate yourself from the rest of the crowd? I don't blame you because there are just so many financial advisors out there. But don't lose hope!

Read More

Topics: Inbound Sales, Videos

Why Should Financial Advisors Change their Sales Process to Inbound Sales [Podcast E.p 17]

Posted by Andrew Chao Daongam on Jul 10, 2018 7:38:00 AM

Read More

Topics: Inbound Sales, Podcast

3 Best Practices to Align Your Sales & Marketing Teams to Work as One [Video]

Posted by Andrew Chao Daongam on Jul 9, 2018 7:13:00 AM

Read More

Topics: Inbound Sales, Videos