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Time to Burn Your Website?

Sara Grillo, CFA

Bringing transparency and logic to financial advisor marketing

发布日期: 2019年11月21日

I would derive such immense pleasure from lighting a match to the website of every single financial advisor in the profession, and watching it slowly burn down to the ground.

READ WHY HERE

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"I was taught that if someone says no, you should forget about prospecting to them ever again."

2024年11月27日
"When a product specialist (insurance, annuities, indexing) is talking and things aren't clear, I'm scared to ask a question and sound stupid."

2024年11月26日
"I've got a ton of people I'm talking to on a regular basis but it seems like they want to network and nobody is interested in doing business."

2024年11月25日
"I'm not one for chit chat. Should I just ask people 'Are you looking for a financial advisor' ?"

2024年11月24日
"What are some ways we can get prospects comfortable with their eventual planner early in the process?"

2024年11月23日
"I just recently started a YT channel. Any tips or trade secrets you're aware of that advisors have seen success with, I'm all ears!"

2024年11月21日
"I’m back to basics and working on a sales funnel strategy and how to create engagement and also attract new email subscribers."

2024年11月20日
"I am merging my practice with another advisor and I don't know how to explain this to my clients. Do I send them a brochure?"

2024年11月19日
"I'm looking at the cost-benefit for marketing. Do I want to hire and spend $5-15k on marketing, to get minimal return, or a DIY approach?

2024年11月18日
"We live in an area where investment people are almost all brokers. Do we lead with financial planning? or what?"

2024年11月17日

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Time to Burn Your Website?

Sara Grillo, CFA

Bringing transparency and logic to financial advisor marketing

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Having Trouble Getting Pre-Approved?

"I was taught that if someone says no, you should forget about prospecting to them ever again."

2024年11月27日

"When a product specialist (insurance, annuities, indexing) is talking and things aren't clear, I'm scared to ask a question and sound stupid."

2024年11月26日

"I've got a ton of people I'm talking to on a regular basis but it seems like they want to network and nobody is interested in doing business."

2024年11月25日

"I'm not one for chit chat. Should I just ask people 'Are you looking for a financial advisor' ?"

2024年11月24日

"What are some ways we can get prospects comfortable with their eventual planner early in the process?"

2024年11月23日

"I just recently started a YT channel. Any tips or trade secrets you're aware of that advisors have seen success with, I'm all ears!"

2024年11月21日

"I’m back to basics and working on a sales funnel strategy and how to create engagement and also attract new email subscribers."

2024年11月20日

"I am merging my practice with another advisor and I don't know how to explain this to my clients. Do I send them a brochure?"

2024年11月19日

"I'm looking at the cost-benefit for marketing. Do I want to hire and spend $5-15k on marketing, to get minimal return, or a DIY approach?

2024年11月18日

"We live in an area where investment people are almost all brokers. Do we lead with financial planning? or what?"

2024年11月17日