Financial Marketing Pros
Pro Tip #27: How Some Financial Advisors 2X Their Advertising Results.
What if you could get double the results and double the ROI from your current advertising budget?
top of page
Search
Financial Marketing Pros
Aug 73 min
Pro Tip #26: Run This Webinar Now. Close More Production by End-of-Year.
One of our clients just hit an all-time high for appointments generated with our latest webinar, edging out a previous record set in...
Financial Marketing Pros
Jul 112 min
Pro Tip #25: Get Ready: The 3 Best Marketing Months are Nearly Here.
The summer slowdown has started. There’s less work to do in your business. So most of your competition just isn’t working. But...
Financial Marketing Pros
May 294 min
Pro Tip #24: 13 Marketing Lessons from 13 Years in Financial Advisor Marketing
Malcolm Gladwell said it takes 10,000 hours to master a skill. We’re rounding the corner on 40,000 hours...
Financial Marketing Pros
May 233 min
Pro Tip #23: What actually drives marketing response?
As a financial advisor, why does someone respond to your ad? Why do they call in? Book an appointment? Why do they choose to become...
Financial Marketing Pros
May 162 min
Pro Tip #22: The easiest way to improve your marketing results overnight.
Every week we have the opportunity to speak with financial advisors from all over the country about marketing. And for the most...
Financial Marketing Pros
May 84 min
Pro Tip #21: This is how you catch all the best leads in your market
We’ll talk about your financial advisory business and generating more leads in a minute — but first, a story about fishing...
Financial Marketing Pros
Apr 243 min
Pro-Tip #20: Is this the most important question in the financial advisory business?
Who, specifically, is your ideal prospect? This is perhaps the most important question in business. Miss it, and your sales and...
Financial Marketing Pros
Apr 173 min
Pro-Tip #19: Rethink Your Marketing Strategy. Everything is a Campaign.
Could you convert far more prospects into clients if you systematically built an entire campaign to drive every conversion? The answer...
Financial Marketing Pros
Apr 112 min
Pro-Tip #18: The Power of a Webinar to Motivate and Persuade
We are eating our own dog food.
We’ve just recorded and released a brand new webinar-style training for financial advisors, titled...
Financial Marketing Pros
Apr 33 min
Pro Tip #17: Internal Client Memo — A Record Quarter
This week we wanted to do something we’ve never done before, and share an internal memo written for clients of FMP. It’s regarding...
Financial Marketing Pros
Mar 273 min
Pro-Tip #16: The Most Profitable Lead Source For Financial Advisors?
Our top clients collectively did over $2 billion in production last year. We helped them drive thousands upon thousands of qualified...
Financial Marketing Pros
Mar 192 min
Pro-Tip #15: Turning Cold Leads... Into Clients
Here’s an amazing statistic… We have an advisor who did more than $500 million in production last year. That’s not what’s amazing...
Financial Marketing Pros
Mar 133 min
Pro Tip #14: Harvard Business Review Highlights The Power of High-Trust Media
You’ve probably heard the old lesson: your prospects won’t become clients until they trust you. But does that factor into your...
Financial Marketing Pros
Mar 63 min
Pro Tip #13: Top Producers Share This One Thing in Common
You’re at your annual FMO event, and it comes time for the awards. The top-producing financial advisors are called up on stage...
Financial Marketing Pros
Feb 272 min
Pro Tip #12: Stop Wasting Your Marketing Dollars
We’ve spoken to 20+ new financial advisors over the past few weeks. And there was one common thread with all of these conversations…
Financial Marketing Pros
Feb 142 min
Pro Tip #11: Why Your “Risk Analysis” Isn’t Generating Leads
We see it all the time. Financial advisors running a free “Risk Analysis” to generate new clients. In fact, we were on the phone with...
Financial Marketing Pros
Feb 13 min
Pro Tip #10: The Leaky Bucket in Your Marketing Strategy [that’s costing you a fortune]
It’s like taking all of your marketing dollars and throwing them in the trash.
OK, maybe that’s a little dramatic. But we’re not far...
Financial Marketing Pros
Jan 243 min
Pro Tip #9: Detroit Financial Advisor Gets 16X More Leads From The Same TV Show [Case Study]
You might already be using a marketing channel that could be getting 10X more leads from the same media spend – if you used it the right...
Financial Marketing Pros
Jan 53 min
Pro Tip #8: You'll Be The First to Get Bored With Your Marketing Copy
Earlier this week we were working on a critical piece of marketing copy for Television, for one of our financial advisor clients. I say...
bottom of page