Bethink Marketing Media - Videos & Podcasts

Topics: Inbound Sales, Podcast, Marketing Fundamentals

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

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

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

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

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

Topics: Inbound Sales, Podcast

For this episode we will answer the following question:
How can my financial service firm determine a goal for an email we write to make sure it’s high-performing?

Email is one of the oldest and most powerful tools firms use to engage with potential customers on a deeper level. But as time has passed, it’s become unfortunately common for firms to lose sight of why they’re sending out certain emails and how such emails will even help them achieve their company’s goals.

With plenty of directionless email blasts saturating the financial industry these days, how do you make sure the emails your firm is sending out are truly relevant to your potential customers who receive them while also helping them move forward through the sales process?

It all comes down to making your emails goal-oriented, with a clear purpose and focused on the customer.

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

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