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    • 50 Things I Wish Financial Advisors Knew About Marketing
    • What's A Good Financial Advisor Marketing Budget? Here's What I've Found...
    • 5 Reasons Why Hiring A Financial Advisor Marketing Agency Is A Bad Idea...
    • 5 Elements of High-Converting Landing Pages For Financial Advisors (With Examples)
    • Why "Branding" Is A Terrible Idea For Financial Advisors
    • 9 Inbound Marketing Strategies For Financial Advisors That Are Working Right Now... (With Proof)
    • Financial Advisors: Here's How To Get 3 New Clients In The Next 30 Days...
    • I Analyzed The Websites Of Barron’s Top 100 Independent Financial Advisors: Here’s What They Do Differently…
    • 4 Things I've Learned From Testing 3.2 Million Financial Advisor Emails
    • What Is The Optimal Number Of Clients For A Financial Advisor? (My Answer May Surprise You...)
    • Will Financial Advisors Become Obsolete? (Future Outlook For Financial Advisors)
    • How To Become A Virtual Financial Advisor (Plus Traits And Tools To Help You Work Remotely)
    • An Open Letter To Financial Advisors With Imposter Syndrome (Plus 4 Tips For Overcoming It)
    • How To Overcome Objections As A Financial Advisor (The Right And Wrong Way)
    • 7 Priceless Tips For Financial Advisors Who Want A "Lifestyle" Practice
    • 9 Research-Backed Stress Management Tips For Financial Advisors (That Actually Work)
    • 3 Powerful Ways Financial Advisors Can Use Webinars To Get More Clients
    • 10 Catastrophic Ways Financial Advisors Sabotage Their Own Success
    • These 5 "Weird" Tips Can Help Financial Advisors Form Better Habits
    • 5 Financial Advisor Follow-Up Tips (That Won't Annoy Prospects)
    • How Financial Advisors Can Write A Book (And Use It To Get Clients)
    • 7 Ways To Make Your Financial Planning Firm More Profitable
    • 7 Actionable Goal Setting Tips For Financial Advisors
    • 10 Of My Favorite Productivity Tools For Financial Advisors
    • How Financial Advisors Can Make A Phenomenal First Impression
    • 3 Reasons Financial Advisors Should (And Shouldn't) Start A Podcast
    • Financial Advisors: 4 Reasons Why Buying Leads Is Like Burning Money
    • 11 Tips For Writing A Stellar Financial Advisor Bio (With Examples)
    • 7 Traits Successful Financial Advisors Have (From Someone Who Has Worked With Thousands Of Advisors)
    • 6 Common Financial Advisor Interview Questions (And How To Answer Them)
    • 5 Things Financial Advisors Should Know Before Buying A Book Of Business
    • Looking For A Financial Advisor Internship? Here Are 10 Things You Should Know...
    • How Hard Is The CFP® Exam? (Plus 5 Of My Favorite Tips To Help You Pass)
    • 10 Insurance Marketing Tips, Ideas, and Strategies (That Actually Work)
    • How to Become a Financial Advisor In 5 (Not So Easy) Steps
    • How To Make Six Figures As A Financial Advisor
    • 11 Lucrative Cold Calling Tips for Financial Advisors
    • 10 Things I Wish All Entry Level Financial Advisors Knew
    • 6 Video Marketing Tips for Financial Advisors: Why Video Marketing Is So Powerful
    • 7 Reasons Why Most Financial Advisor Sales Training Completely Fails
    • Pros and Cons of Financial Advisor Coaching - Should Financial Advisors Hire a Coach?
    • 9 Elevator Speech Tips for Financial Advisors
    • A Day In The Life of a Financial Advisor: 7 Things You Can Expect
    • 7 Awesome Content Marketing Tips for Financial Services
    • Pros and Cons of Being a Financial Advisor: The Dirty Details Nobody Tells You
    • 8 Things Nobody Tells You About Being a Financial Advisor
    • 10 Things Financial Advisors Wish They Could Do Differently
    • 10 Awesome Content Marketing Tips for Financial Advisors
    • 12 Best Financial Planning Questions to Ask Clients
    • 5 Online Reputation Management Tips for Financial Advisors
    • Here's Why Clients Fire Financial Advisors
    • 5 Things Financial Advisors Should Never Do With Their Clients
    • 9 Cold Email Tips for Financial Advisors
    • 7 Tips for Avoiding Burnout as a Financial Advisor
    • 9 Tips for Creating a Financial Advisor Business Plan
    • 7 Must-Know Google Ads Tips for Financial Advisors
    • 7 Awesome Tech Tools for Financial Advisors
    • 10 Insurance Email Marketing Mistakes You Need to Avoid
    • 12 Facebook Marketing Tips for Financial Advisors
    • 3 Lessons From An Advisor Losing $1,000 Every Day
    • 7 Easy & Actionable Social Media Marketing Tips for Financial Advisors
    • 7 Door-to-Door and Cold Knocking Tips for Financial Advisors
    • 5 Things People Really Want From Financial Advisors
    • 5 Client Loyalty Strategies to Help You Retain More Clients
    • 7 Client Referral Ideas to Help You Get More Referrals
    • 8 Tips for Attracting UHNW Clients (With Proof That They Work)
    • Top 10 Best Books for Insurance Agents (2020)
    • 15 Financial Advisor Prospecting Ideas & Techniques That Work!
    • 11 Awesome Client Appreciation Event Ideas for Financial Advisors
    • Life Insurance Leads - Should You Buy Them?
    • 5 Ways Financial Advisors Can Improve Direct Mail Marketing Results
    • 7 Reasons You'll Fail as an Insurance Agent
    • 7 Horrible Insurance Marketing Ideas
    • 5 SEO Strategies For Financial Advisors (That Actually Work)
    • Social Media Tips for Financial Advisors: Experts Weigh In
    • The Secret Behind Awesome Financial Advisor Value Propositions (Plus Examples)
    • 5 Tips for How to Sell Insurance Over the Phone
    • 15-Step Client Onboarding Checklist: Onboarding Process for Financial Services
    • The Best CRM for Financial Advisors (CRM Software for Financial Services)
    • 10 Actionable Seminar Marketing Tips for Financial Advisors (That Actually Work)
    • 9 Effective Appointment Setting Tips for Financial Advisors
    • 19 Financial Advisor Email Marketing Tips
    • 5 Ways to Overcome Call Reluctance
    • How to Handle Rejection In Sales: Overcoming Your Fear of Rejection
    • 7 Reasons Why Most Financial Advisor Websites Are Terrible
    • 27 Financial Advisor Marketing Ideas & Strategies That Work!
    • How to Become a Successful Financial Advisor: Your First Year
    • Top 10 Best Books for Financial Advisors
    • 7 Fatal Prospecting Mistakes You Can't Afford to Make
    • 5 Ways to Generate Leads Without Cold Calling
    • 7 Ways Prospecting Is Like Dating
    • 5 Reasons Why You're Not Getting Referrals
    • 5 LinkedIn Tips for Financial Advisors (Plus 3 Things They Should Be Tracking...)
    • How Financial Advisors Can Build Client Trust
    • 11 Reasons You'll Fail as a Financial Advisor
    • How Financial Advisors Can Make More Money
    • 5 Best Niches for Financial Advisors
    • How to Sell Without Being Pushy
    • How Advisors Can Get Out of Their Comfort Zone
    • 5 Characteristics of Successful Insurance Agents
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7 Must-Know Google Ads Tips for Financial Advisors (From Someone Who Has Launched Thousands of Campaigns)

Google Ads logo for financial advisors
​​People are using search engines now more than ever and financial advisors stand to benefit. 

The numbers are constantly increasing, but Google gets something like 4.5 BILLION searches per day.

Yes… that’s billion with a "B"….

I mention Google because as far as search engines go, they still maintain an unbelievably lopsided market share.

If you’re someone who uses the Bing or Yahoo search engines, you’re one of the rare ones.

I also mention Google because Google Ads is something that financial advisors can use to market their services.

In case you don’t know about Google Ads
, it’s essentially Google’s version of “pay to play”.

If you’ve ever done a search on Google, you’ve probably seen the ads at the top (and the side) of the results. That’s Ads. It’s a system that allows you to advertise your services within Google search.

There are two big reasons why this is cool:


  • You can target certain keywords. For example, I can target “pug shower curtains” and I will show up in the Google results only when people search that exact term or variants of it. If I’m selling dog-themed bathroom products, my ad will only get shown to people who are already interested. By the way, “pug shower curtains” is a real search term and it’s getting hundreds of searches per month.
  • If you use Google Ads, you can show up on the first page of Google search results almost instantly. You don’t have to do expensive SEO and wait for months to see results. You can “pay to play” and get that highly-desired number-one spot.

Those two points are pretty attractive. If you’re a financial advisor looking to get more results, Google Ads seems like a nice little addition to your marketing mix.

Here are some tips intended to help financial advisors with their Google Ads marketing.

Need to learn something specific about Google Ads? Jump ahead to:


  1. Don't Depend On It Too Much
  2.  Know Your Cost-Per-Lead
  3. Be Sure To Measure Your Results
  4. Set Up Negative Keywords
  5. Use Ad Extensions To Increase Your CTR
  6. Target Your Ads To Your Geographic Area
  7. If You Want People To Call You, Use Dayparting
Picture

1. Don't Depend On It Too Much

I want you to notice how I said “addition to your marketing mix”, not your entire marketing strategy. If you’re banking on Google Ads to build your business better than email marketing, social media, direct mail, etc. you are going to be disappointed.

Running Google Ads is like putting on cologne after taking a shower. You should already smell nice, but cologne is a nice addition to make you smell even better. You can’t smell like trash and expect cologne to fix everything.

Ads shouldn’t be your sole marketing campaign because the search volumes just aren’t big enough. Sure, if you could thousands and thousands of website visitors every month then Google Ads might be your biggest strategy. But that’s not the case.
​
I literally threw some darts at a map of the United States and researched some data on the places I hit. Here’s what I found:

“Financial advisor Orlando” gets 110 searches per month.

“Financial advisor Chicago” gets 260 searches per month.

“Financial advisor Minneapolis” gets 50 searches per month.

“Financial advisor Fort Worth” gets 20 searches per month.

Whoa! Stop everything! 20 searches per month?!? We’re going to be rich…

Said no one ever.

I want you to notice that all of these are fairly large cities. Orlando is the smallest of the bunch and it still has 277,000 people. The population matters because the more people who live in an area, the more people there are that should be looking for a financial advisor.

To put all this in perspective, I’m from Delaware, where the largest city is Wilmington. Wilmington has a population of around 71,000 people.

But let’s say that you’re one of the lucky ones from a large city. You’re a financial advisor from Chicago and you want to get a chunk of those juicy 260 searches.

According to the online ad network Chitika, the top Google result gets 33% of the search traffic. Ignoring the ad blindness we’re developing as a society and the fact that your competition could be willing to pay a lot more than you, that means you’ll still get around 85 clicks a month.

Note: this number is the average for the top organic search result. People tend to skip right over the ads. The real CTR (clickthrough rate) of Ads ads is around 2%.

Of course, that’s assuming that 100% of all searches actually click on a result. Which, oddly enough, isn’t true. I never understood that… why search for something and not click? Anyway…

So imagine everything works in your favor and you end up getting the 85 clicks per month. Let’s also assume that you’re one of the top marketers on the planet (or you hire me) and 5% of all the people who visit your site enter their contact information.

That’s literally four leads a month.


Does it help? Sure, but it’s nothing to build a business on.

If you're a regular listener to my "Financial Advisor Marketing" podcast, you know how much I talk about having MULTIPLE marketing strategies. This is yet another example. Because Google Ads should be yet another source of new clients into your business. 

By itself, any one marketing strategy probably isn't enough to build your business to the levels you want to reach. But if you get a few clients from Google Ads... a few clients from email marketing... and some more clients from content marketing... it starts to add up. 
 
Baby helping financial advisors with Google Ads
Even this baby knows that you can't out-market bad math...

2. Know Your Cost-Per-Lead

Let me start off by saying that your most valuable asset is your time. You can set up Google Ads and, aside from the routine optimization and maintenance, it’s relatively hands-free. 

Any system that can deliver leads straight to you, with minimal time investment, is a winner in my book. Even if it’s only four leads a month.

(Remember, you want to have MULTIPLE marketing strategies...) 


But you have to figure out how much it will cost to generate a lead via Google Ads.

I can’t give you an exact price per lead, because it varies from market to market. If you want to get some good information on CPC (cost-per-click) in your market, use a tool like SEMrush. 

However, I want you to follow my thinking here, so you can plug the numbers in for yourself. 

The average CPC on Google is between $1 and $2. That’s across all advertisers and all industries. The financial services industry tends to have a much higher CPC, so let’s say each click costs you $4. 

If 5% of all your website visitors end up giving you their contact information, that means you will pay $80 to collect a lead. Crunch your own numbers to figure out if that’s a good figure for you. 

Keep in mind that $4 per click, even though it may seem expensive, is actually pretty reasonable. After all, some quick research on SEMrush shows me that the average CPC to rank for “financial advisor Orlando” is about $15. 

That means you’re paying $15 just for someone to click on your ad. 

The average CPC for “financial advisor Minneapolis” is $32, so if you’re a financial advisor from Minneapolis and you want to use Ads to send 100 people to your website, be prepared to spend an average of  $3,200. 

Can you get your ad cost cheaper? Sure, you can shave a dollar or two from the click cost but if the average CPC is that high, paying a few dollars is a pipe dream. Besides, if your bid is too low, Google won’t even show your ad.

I strongly recommend that you generate your own leads because it allows you to remain in control of your business. If you outsource your lead-generation, you're giving up what is arguably the most important part of your business to a third party. NOBODY will care as much as you do and NOBODY will look out for your best interests the way you do. That's the hard truth most advisors don't want to accept. 

ALSO READ: 4 Reasons Why Buying Leads Is Like Burning Money

3. Be Sure To Measure Your Results

If you decide to run Google Ads, don’t neglect to track what it’s actually doing for you. 

You should be taking a look to see which keywords are giving you the most results and how much you’re paying to get those results. From there, you can improve your marketing to make your advertising dollars stretch even more. 

You should be tracking your clickthrough rate (CTR), quality score, and conversion rate. 

Your clickthrough rate is a key metric to use when measuring ad performance because it measures a percentage of how often people click on your ad after seeing it. If your CTR is less than 1%, it usually means that the ad isn’t working for some reason. Your CTR is also important because it helps determine the Quality Score. 

The Quality Score is a score that Google assigns to each of your ads and uses it to determine how much you will pay per click. To put it simply, a very relevant ad should get a higher percentage of clicks, which leads to a higher Quality Score. If you have a low Quality Score or clickthrough rate, it means that your ad isn’t resonating with your audience, so they aren’t clicking on it. 

By far the most important metric you should be measuring is your conversion rate. This is how often someone’s click on your ad resulted in a conversion. A conversion is just a desired action that you want a visitor to take - this could be entering their email address, filling out a form, or giving you a call.

You want to figure out how much money a conversion is worth to you and do whatever it takes to spend less than that dollar amount on ads. It’s really that simple.  

For example, if your average client is worth $3,500, you can technically spend up to $3,499 to acquire a client and remain profitable. Yet, I've encountered financial advisors who think that paying $500 or even $1,000 to "buy" a client is "too much money!". 

​Know your numbers and continue to build. 
​

4. Set Up Negative Keywords

Not setting up negative keywords is the biggest “do-it-yourself” type mistake I see people make. I applaud people for running their own advertising campaigns, but if you’re going to do it,  please make sure that you build a negative keyword list.

A negative keyword is a keyword used by an uninterested audience that will trigger your ad.

For example, if you’re selling hard copy calendars that you have to mail to someone’s home, you want to make sure that keywords like “Mayan calendar” and “online calendar” don’t trigger your ad. Someone searching for “Mayan calendar” probably isn’t likely to buy your hard copy calendar, so don’t bother showing your ad to him/her.

In the financial advisory space, some good negative keywords include "free" and "pro bono" because you want to filter out the people searching for things like "free financial advice" and "pro bono financial advisor".  
Mayan temple, which can help financial advisors with their Google Ads

5. Use Ad Extensions To Increase Your CTR

This is an awesome tip that you can implement right away. Not many people are using extensions in their Ads campaigns, so if you use them you will stand out from your competition. 

Ads extensions allow you to add more information to your ad than the headline, URL, and ad copy that you’re used to seeing. Have you ever seen an ad with a phone number or multiple website URLs? Those are ad extensions. 

The extra information provided by these ad extensions helps your ad stand out from the rest and get clicked more often, which increases your Quality Score and lowers your cost-per-click. 

Here are some different types of extensions you can use: 


  • Sitelinks extensions - allow you to show additional links to your website
  • Location extensions - allow you to show your address, phone number, and a map marker
  • Call extension - these are my favorite, they allow you to show your phone number on Google ads, making it super easy for people to call you, especially on mobile devices

6. Target Your Ads To Your Geographic Area

Most financial advisors will only want to advertise within a particular area - usually 50 miles or so from their location. To do this, Ads has geolocation settings.

You can set up your ads to appear only to people in a certain area or a set of locations that you specify. If you’re targeting “financial advisor Orlando” this isn’t such a big deal, but you definitely want to set up location settings when you target “financial advisor near me”, which is a very popular search for people shopping around for a financial advisor.

The simple act of setting up your ad to show only to a particular area can save you a lot of money. It prevents you from losing your ad budget to wasted clicks from people who are outside of your target area.

However, only do this if you know for SURE that you only want clients from a specific geographic area. If you follow what I teach, you already know that you should have a niche and target that niche. Chances are that your niche isn't going to be geography-specific. 

When affluent clients look for a financial advisor, they look for someone who specializes in solving their problems and NOT merely someone who's close. :-)

ALSO READ: 5 Tips For Attracting UHNW Clients

7. If You Want People To Call You, Use Dayparting

Dayparting (also called ad scheduling) is when you arrange your ads to show at a certain time. Imagine that you are spending money on Google Ads, complete with a call extension, to get people to call your office. If your office is only open from 9 a.m. to 5 p.m., it is a waste of money for you to show your ad at any other time. After all, nobody is there to answer the phone. 

So if you’re running Ads with the intention of getting someone to call your office, which a lot of financial advisors are, make sure that you only run your ads when you’re actually able to take phone calls. 

Also, if you analyze your data and find that a particular time of day is more profitable for you, you can use dayparting to only show ads during that time. 

​
P.S. If you're a financial advisor who wants to get more clients from LinkedIn, make sure you check out How to Get Clients With LinkedIn: How Financial Advisors Can Set Appointments and Convert Prospects With LinkedIn
​
MORE THAN 50,000 FINANCIAL ADVISORS SERVED... ARE YOU NEXT? CLICK HERE TO LEARN MORE. 
RESOURCES
"Financial Advisor Marketing" Podcast​
How to Get Clients With LinkedIn
The James Pollard Inner Circle Newsletter
Appointments On Autopilot
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  • Home
  • About Me
  • Get Clients With LinkedIn
  • New Advisors
  • Products
  • Inner Circle
  • Blog
    • 50 Things I Wish Financial Advisors Knew About Marketing
    • What's A Good Financial Advisor Marketing Budget? Here's What I've Found...
    • 5 Reasons Why Hiring A Financial Advisor Marketing Agency Is A Bad Idea...
    • 5 Elements of High-Converting Landing Pages For Financial Advisors (With Examples)
    • Why "Branding" Is A Terrible Idea For Financial Advisors
    • 9 Inbound Marketing Strategies For Financial Advisors That Are Working Right Now... (With Proof)
    • Financial Advisors: Here's How To Get 3 New Clients In The Next 30 Days...
    • I Analyzed The Websites Of Barron’s Top 100 Independent Financial Advisors: Here’s What They Do Differently…
    • 4 Things I've Learned From Testing 3.2 Million Financial Advisor Emails
    • What Is The Optimal Number Of Clients For A Financial Advisor? (My Answer May Surprise You...)
    • Will Financial Advisors Become Obsolete? (Future Outlook For Financial Advisors)
    • How To Become A Virtual Financial Advisor (Plus Traits And Tools To Help You Work Remotely)
    • An Open Letter To Financial Advisors With Imposter Syndrome (Plus 4 Tips For Overcoming It)
    • How To Overcome Objections As A Financial Advisor (The Right And Wrong Way)
    • 7 Priceless Tips For Financial Advisors Who Want A "Lifestyle" Practice
    • 9 Research-Backed Stress Management Tips For Financial Advisors (That Actually Work)
    • 3 Powerful Ways Financial Advisors Can Use Webinars To Get More Clients
    • 10 Catastrophic Ways Financial Advisors Sabotage Their Own Success
    • These 5 "Weird" Tips Can Help Financial Advisors Form Better Habits
    • 5 Financial Advisor Follow-Up Tips (That Won't Annoy Prospects)
    • How Financial Advisors Can Write A Book (And Use It To Get Clients)
    • 7 Ways To Make Your Financial Planning Firm More Profitable
    • 7 Actionable Goal Setting Tips For Financial Advisors
    • 10 Of My Favorite Productivity Tools For Financial Advisors
    • How Financial Advisors Can Make A Phenomenal First Impression
    • 3 Reasons Financial Advisors Should (And Shouldn't) Start A Podcast
    • Financial Advisors: 4 Reasons Why Buying Leads Is Like Burning Money
    • 11 Tips For Writing A Stellar Financial Advisor Bio (With Examples)
    • 7 Traits Successful Financial Advisors Have (From Someone Who Has Worked With Thousands Of Advisors)
    • 6 Common Financial Advisor Interview Questions (And How To Answer Them)
    • 5 Things Financial Advisors Should Know Before Buying A Book Of Business
    • Looking For A Financial Advisor Internship? Here Are 10 Things You Should Know...
    • How Hard Is The CFP® Exam? (Plus 5 Of My Favorite Tips To Help You Pass)
    • 10 Insurance Marketing Tips, Ideas, and Strategies (That Actually Work)
    • How to Become a Financial Advisor In 5 (Not So Easy) Steps
    • How To Make Six Figures As A Financial Advisor
    • 11 Lucrative Cold Calling Tips for Financial Advisors
    • 10 Things I Wish All Entry Level Financial Advisors Knew
    • 6 Video Marketing Tips for Financial Advisors: Why Video Marketing Is So Powerful
    • 7 Reasons Why Most Financial Advisor Sales Training Completely Fails
    • Pros and Cons of Financial Advisor Coaching - Should Financial Advisors Hire a Coach?
    • 9 Elevator Speech Tips for Financial Advisors
    • A Day In The Life of a Financial Advisor: 7 Things You Can Expect
    • 7 Awesome Content Marketing Tips for Financial Services
    • Pros and Cons of Being a Financial Advisor: The Dirty Details Nobody Tells You
    • 8 Things Nobody Tells You About Being a Financial Advisor
    • 10 Things Financial Advisors Wish They Could Do Differently
    • 10 Awesome Content Marketing Tips for Financial Advisors
    • 12 Best Financial Planning Questions to Ask Clients
    • 5 Online Reputation Management Tips for Financial Advisors
    • Here's Why Clients Fire Financial Advisors
    • 5 Things Financial Advisors Should Never Do With Their Clients
    • 9 Cold Email Tips for Financial Advisors
    • 7 Tips for Avoiding Burnout as a Financial Advisor
    • 9 Tips for Creating a Financial Advisor Business Plan
    • 7 Must-Know Google Ads Tips for Financial Advisors
    • 7 Awesome Tech Tools for Financial Advisors
    • 10 Insurance Email Marketing Mistakes You Need to Avoid
    • 12 Facebook Marketing Tips for Financial Advisors
    • 3 Lessons From An Advisor Losing $1,000 Every Day
    • 7 Easy & Actionable Social Media Marketing Tips for Financial Advisors
    • 7 Door-to-Door and Cold Knocking Tips for Financial Advisors
    • 5 Things People Really Want From Financial Advisors
    • 5 Client Loyalty Strategies to Help You Retain More Clients
    • 7 Client Referral Ideas to Help You Get More Referrals
    • 8 Tips for Attracting UHNW Clients (With Proof That They Work)
    • Top 10 Best Books for Insurance Agents (2020)
    • 15 Financial Advisor Prospecting Ideas & Techniques That Work!
    • 11 Awesome Client Appreciation Event Ideas for Financial Advisors
    • Life Insurance Leads - Should You Buy Them?
    • 5 Ways Financial Advisors Can Improve Direct Mail Marketing Results
    • 7 Reasons You'll Fail as an Insurance Agent
    • 7 Horrible Insurance Marketing Ideas
    • 5 SEO Strategies For Financial Advisors (That Actually Work)
    • Social Media Tips for Financial Advisors: Experts Weigh In
    • The Secret Behind Awesome Financial Advisor Value Propositions (Plus Examples)
    • 5 Tips for How to Sell Insurance Over the Phone
    • 15-Step Client Onboarding Checklist: Onboarding Process for Financial Services
    • The Best CRM for Financial Advisors (CRM Software for Financial Services)
    • 10 Actionable Seminar Marketing Tips for Financial Advisors (That Actually Work)
    • 9 Effective Appointment Setting Tips for Financial Advisors
    • 19 Financial Advisor Email Marketing Tips
    • 5 Ways to Overcome Call Reluctance
    • How to Handle Rejection In Sales: Overcoming Your Fear of Rejection
    • 7 Reasons Why Most Financial Advisor Websites Are Terrible
    • 27 Financial Advisor Marketing Ideas & Strategies That Work!
    • How to Become a Successful Financial Advisor: Your First Year
    • Top 10 Best Books for Financial Advisors
    • 7 Fatal Prospecting Mistakes You Can't Afford to Make
    • 5 Ways to Generate Leads Without Cold Calling
    • 7 Ways Prospecting Is Like Dating
    • 5 Reasons Why You're Not Getting Referrals
    • 5 LinkedIn Tips for Financial Advisors (Plus 3 Things They Should Be Tracking...)
    • How Financial Advisors Can Build Client Trust
    • 11 Reasons You'll Fail as a Financial Advisor
    • How Financial Advisors Can Make More Money
    • 5 Best Niches for Financial Advisors
    • How to Sell Without Being Pushy
    • How Advisors Can Get Out of Their Comfort Zone
    • 5 Characteristics of Successful Insurance Agents
  • Contact