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    Steven Bieber

    Digital Media Producer for Partners Advantage


    Recent Posts

    Wow Your Prospects with Videos: A How-To for Financial Professionals

    Posted by Steven Bieber on Wed, Feb 05, 2020 @ 12:00 PM

    If you aren’t currently using videos to promote your financial services business, you could be missing one of the greatest opportunities to build your practice, branding and visibility. Did you know that one third of all online activity involves watching videos and 90% of viewers say a video is helpful in the decision making process? If you have a website or social media account, these stats alone should prompt you to take advantage of this growing trend. But where do you start? 

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    Tags: marketing for independent agents, Marketing and Branding for Financial Professionals

    Top 10 Posts From Our Blog This Year

    Posted by Steven Bieber on Wed, Dec 27, 2017 @ 12:00 PM

    These are the most viewed posts from the Advisors' Resource Blog this year. Take a look and see if you missed any of these great articles!

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    Tags: prospecting, practice management

    The First Step of Social Media Marketing for Financial Professionals

    Posted by Steven Bieber on Wed, Nov 01, 2017 @ 12:00 PM

    One of the biggest untapped opportunities for financial professionals today is leveraging all the technological advances available to you such as social media marketing, video production services and web-based leads. To be successful in today’s technology driven world, you need to have a compelling online presence for your financial services business.

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    Tags: prospecting, marketing for independent agents

    How to Improve Your Financial Services Office with Technology

    Posted by Steven Bieber on Tue, Mar 14, 2017 @ 05:42 PM

    When you meet with clients, do you use any tools besides pen and paper? You and your clients can benefit from implementing new technology in your financial services office. Here are a few ways you can easily improve your office by using technology. 

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    Tags: practice management

    Top 6 Business Mistakes of Financial Advisors (and How to Avoid Them)

    Posted by Steven Bieber on Thu, Feb 02, 2017 @ 05:36 PM

    Financial advisors often make simple mistakes that they can correct to improve their businesses. These mistakes reduce their potential and can cause business to slow, or even worse, start to decline. Here are the top six mistakes you should avoid making in your financial services business.

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    Tags: prospecting, coaching, practice management, retirement strategies, sales techniques

    Financial Advisors Should Be Using Video Marketing

    Posted by Steven Bieber on Wed, Dec 07, 2016 @ 05:17 PM

    If you are not currently using videos to promote your financial services business, you could be missing the greatest opportunities to build your practice, branding and visibility. Did you know that one third of all online activity involves watching videos and 90% of viewers say a video is helpful in the decision making process? If you have a website or social media account, those stats alone should prompt you to use video marketing for your firm. So how do you get started?

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    Tags: prospecting, marketing for independent agents

    5 Steps to Improve Your Business's Social Media Profiles

    Posted by Steven Bieber on Mon, Oct 10, 2016 @ 05:07 PM

    Don't leave your business's social media profiles incomplete. Follow these five steps to ensure that your social media profiles are complete and look professional.

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    Tags: prospecting, practice management, marketing for independent agents

    Nurturing Prospects Creates New Clients

    Posted by Steven Bieber on Thu, Aug 18, 2016 @ 05:12 PM

    When you host a prospecting event, what happens to those who don't immediately set appointments? If you don't stay in contact, they probably won't think of you when they're ready to make a financial decision. 

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    Tags: prospecting, practice management, marketing for independent agents

    6 Ways to Protect Your Clients' Data

    Posted by Steven Bieber on Tue, Jul 26, 2016 @ 05:30 PM

    How much of your business's information is stored on computers or online? What about your client files? It is critical to keep your business's data and your client information safe. There are a few simple measures that could increase the security of your information.

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    Tags: practice management

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.