Bethink Marketing Media - Videos & Podcasts

Topics: Inbound Sales, Podcast, Marketing Fundamentals

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

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.

Topics: Inbound Sales, Podcast

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.

Topics: Inbound Sales, Podcast

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!

Topics: Inbound Sales, Videos

Topics: Inbound Sales, Podcast

Topics: Inbound Sales, Videos

Topics: Inbound Marketing, Inbound Sales, Email Marketing, Podcast

Topics: Inbound Marketing, Inbound Sales, Email Marketing, Videos

For this episode we will answer the following question:
How can I improve my email performance as a Financial Advisor?

As a Financial Advisor, the first thing that you need to be mindful of is that your potential customers may be receiving sales or marketing emails by multiple financial advisors. It is also possible that they have come to a point to easily filter those emails to ignore or delete.

Topics: Inbound Sales, Email Marketing, Podcast