Why spend money on marketing when I have Advisors selling? [Podcast Ep. 24]
Topics: Inbound Sales, Podcast, Marketing Fundamentals
Why should Financial service firms use a Marketing Software? [Podcast Ep. 23]
Topics: Inbound Sales, Podcast, Marketing Software, Marketing Fundamentals
How can Financial Service Firms Best Succeed with Marketing? [Podcast Ep. 22]
Topics: Marketing Strategy, Inbound Sales, Podcast, Marketing Fundamentals
Where do Financial Services Fall Short in Marketing? [Podcast Ep. 21]
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]
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.
Topics: Inbound Sales, Podcast
What to Look for in a CRM as a Financial Advisor [Podcast Ep. 19]
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
Why Financial Advisors need to Address Goals and Pain-points before Solutions [Podcast Ep. 18]
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
3 Differentiators that Will Make You Stand Out From Other Financial Advisors in Sales [Video]
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
Why Should Financial Advisors Change their Sales Process to Inbound Sales [Podcast E.p 17]
Topics: Inbound Sales, Podcast
3 Best Practices to Align Your Sales & Marketing Teams to Work as One [Video]
Topics: Inbound Sales, Videos