Try Falling OUT of Love (with your own voice). This works!

Sara Grillo, CFA

Bringing transparency and logic to financial advisor marketing

发布日期: 2019年9月26日

The best way I can say it is that I gained a higher ability to grow my business (and this has shown in the numbers) the day I learned to communicate in the fewest words possible.

Try falling out of love with your own voice if you want to:

Have more time for clients
Be able to be mentally clear to focus on results
Not feel like you are running crazy every day
Reach the more profitable and better clients

But how does a financial advisor do that? In this podcast with my buddy Roger Edwards we are going to help you identify places within your marketing where you should start.

The show link is here. Enjoy!

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"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
"How reliable are the email open trackers? It doesn’t tell you whether someone actually read the email, just opened. Even if immediately deleted."

2024年11月16日
"How do I engage prospects in an ADHD world where attention spans are grow shorter by the minute?"

2024年11月15日
"Can niching down hurt my practice?"

2024年11月14日
"How do I use other people's content to create social media posts?"

2024年11月13日

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"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

"How reliable are the email open trackers? It doesn’t tell you whether someone actually read the email, just opened. Even if immediately deleted."

2024年11月16日

"How do I engage prospects in an ADHD world where attention spans are grow shorter by the minute?"

2024年11月15日

"Can niching down hurt my practice?"

2024年11月14日

"How do I use other people's content to create social media posts?"

2024年11月13日

社区洞察