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    5 Ways Financial Professionals Can Become Known in Their Target Market

    Posted by Partners Advantage on Wed, May 26, 2021 @ 12:00 PM

    We think you’ll agree with us when we say:

    It’s REALLY difficult to break through the marketing noise and reach high-value clients.

    But as it turns out, there ARE ways you can dramatically increase the chances of prospective clients approaching YOU.

    In fact, the five ways we’ll share with you, all help increase your authority. And according to this Forbes article, “trusted authorities who consistently provide insight to the marketplace affirm the need (and desire) to hear from them, follow them, learn from them and work with them.”

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    Tags: prospecting, best sales techniques, Marketing and Branding for Financial Professionals

    Help Turn More Attendees into Qualified Leads After Your Webinar

    Posted by Lori Fogle on Wed, May 27, 2020 @ 12:00 PM

    Webinars have always been a cost-effective way to reach an audience at scale unlike more pricey options like dinner seminars. Now, with COVID-19 impacting our ability to meet with people in-person – they’ve become a necessity for financial professionals. But if you’ve held a webinar before and didn’t see as many conversions as you would’ve liked-- then stick with me and I’ll share how to use email to follow up after a webinar to help turn more attendees into qualified leads.

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    Tags: workshops and seminars, Marketing and Branding for Financial Professionals

    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

    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.