Marketing For Financial Advisors

Marketing and PR for Your Sales Process

Don Anders and Brian Theis discuss ways to market and use PR to promote your sales process. Marketing and PR is good not only to get your name out there but for the credibility of your process. If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whethe...

Webinars Are "Dead"

Prior to 2020, not many advisors were actively using webinars in their practice. Enter in March 2020, every advisor needed to learn how to run webinars, and learn how to do them fast! But that brings up the question: are webinars now dead? Donovan Stull, along with David Michalski, goes through how webinars can still be used in advisor's practice. If you have questions on how to utilize webinars better in your office, click here to schedule a call with Advisor's Platform: https://calendly....

Making Your Process and Reports Look Beautiful

Don Anders and Brian Theis talk about how to make their Financial Process and Financial Reports look gorgeous and presentable to clients. Canva Link: www.canva.com Course on how to use Canva for financial advisors: Advisor's Platform Canva Course Fiverr Link: www.fiverr.com If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build yo...

Retargeting Using Social Media Featuring Scott Tucker

Retargeting is a common word we hear when it comes to digital and social media marketing. But how effective is it, and more importantly, are marketers and financial advisors using it right? Joined by Scott Tucker of Scott Tucker Solutions in Chicago, IL, Donovan Stull goes through the benefits of Facebook retargeting and how when used properly, it can not only increase your reach and overall effectiveness of your ads but can also make you the "celebrity no-one has ever heard of" in your mar...

Building Out Customized Financial Reports for Your Practice

Don Anders and Brian Theis get into how to build out customized reports that fit your financial practice and your sales process. If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process. Make sur...

Marketing Versus Sales

Many advisors are great salespeople. Some advisors are good at marketing, but it's not their specialty. That's not bad, but it's about knowing your strengths and weaknesses.  In this episode, Donovan Stull is joined by David Michalski to discuss the difference between marketing vs sales in the finance world, as well as the pros and cons of hiring internally or outsourcing to a third-party marketing company.

Brainstorming Exercise for Naming Your Process

Don Anders and Brian Theis go over the exercise Brian and his team uses to help someone come up with the perfect name for their financial process. If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your ...

Marketing Doesn't Have to Cost an Arm and a Leg

Sometimes marketing spend can get out of hand. Many advisors can relate to spending thousands of dollars on traditional and new-age digital marketing. But it doesn't have to be something that empties your pockets. In this episode, Donovan Stull details the minor things you can do to keep your marketing spend lower, all the while getting in front of the people you want the most. 

How to Name Your Financial Sales Process

Don Anders and Brian Theis discuss the best names for sales processes and the names you should avoid using when naming your process. Also -- how do you protect your process once you've named it. If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whethe...

Choosing The Right Marketing Topic

Do you ever feel like you only present one topic? Perhaps you only like doing a single topic because it always works, or it always brings in the right people? In this episode, Donovan Stull goes into detail as to why changing the topic can be of benefit, and how it doesn't necessarily mean going out of your wheelhouse.  

The Key to Growing Your Financial Practice

Don Anders and Brian Theis talk about how having a defined sales process is key for growing your financial practice bigger than yourself. Whether you're looking to grow a national multi-billion dollar financial practice or you just want a simple lifestyle practice that works when you aren't there -- naming your sales process is critical.  If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs o...

When Marketing "Fails"

Have you ever felt that a marketing effort has completely failed? Maybe you sent a mailer with little to no results, or perhaps you ran a digital campaign that tanked. Don't worry, you're not alone.  In this episode, Donovan Stull breaks down how to treat "failed" marketing efforts and turn them into favorable experiences.   

Why it is Critical for Financial Advisors to Name Your Process

Don Anders and Brian Theis discuss why it's so valuable for financial advisors to name their process. From streamlining your sales process to giving a concise deliverable to your clients and prospects -- naming your process is one of the best things you can do to grow your financial advisory practice. If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page ...

Marketing During Slow Seasons

This episode breaks down what can be done during the "slow seasons" for advisors. What topics, seminars, webinars, and more can be done in your area?  If we can impart any wisdom from this episode, it's that we hope you can always have passive marketing!

Advisor & Financial Software Creator Reese Harper on Power of Niches & Client Education

Donovan Stull sits down with Reese Harper CFP®, CEO of Dentist Advisors & Elements Financial Planning software to discuss how he got into working with the dental industry and the power of working with niche markets. Elements Financial Planning software is designed for financial advisors to help their clients see their portfolio at glance, as well as get notification pings for milestones and when things need to be done. To learn more about Elements, Click Here to request your free demo with...

Don Anders' 2018 FinCon Presentation: How to Leverage Social Media as a Financial Advisor

This is the audio recording from Don Anders' 2018 Fincon Presentation: How to Leverage Social Media as a Financial Advisor In this presentation, Don Anders talks about how he got started using Social Media and the basics of leveraging Social Media platforms.  Click here to learn more about Advisor's Platform

Heather Schreiber On The Importance Of Social Security Planning for Financial Advisors

Don Anders sits down with Heather Schreiber, a retirement planning and Social Security consultant for financial advisors. Many of your know Heather from her speaking, writing, and consulting work with Ed Slott and his Ed Slott Elite IRA Group. Heather and Don discuss what financial advisors are doing incorrectly when it comes to Social Security planning, how to uncover opportunities using Social Security as a topic, and the best practices when doing a Social Security presentation or semina...

Wealthbox a Modern CRM Built for Financial Advisors (guest Steve Carroll, Head of Product & Operations at Wealthbox)

Don Anders sits down with Steve Caroll who's the Head of Product & Operations at Wealthbox. Wealthbox is a modern CRM (client relationship manager) built for financial advisors. Don and Steve talk about what makes Wealthbox different from the other CRM's out there and some easy to use features for financial advisors. If you'd like to try out Wealthbox you can try it for free here: https://www.wealthbox.com/, and Make sure that you use the discount code "MFA2021" for 10% off. Join our Pr...

Explainer Videos for Financial Advisors with Charles Alexander

Don Anders sits down with Charles Alexander to discuss his unique niche: Creating 90-second explainer videos for financial advisors. Charles discusses the do's and don'ts of explainer videos and storytelling online in general and shares what his work looks like. (Check out the YouTube video of the interview to see what one of the explainer videos looks like) If you'd like to get your own customized "Meme Stock" explainer video for free CLICK HERE Join our Private Facebook Marketing Group...

Estate Planning Attorney and Financial Advisor, Victor Medina, on Estate Planning for Financial Advisors

Don Anders sits down with Victor Medina to discuss Estate Planning for Financial Advisors. Some of the topics we discuss are: The importance of having a true estate plan for clients Using Online Services vs. Estate Planning Attorneys How to find an Estate Planning Attorney that will fit well with your advice Using Annuities inside of Trusts to protect clients Learn more about Don Anders and Advisor's Platform: Advisor's Platform Website Marketing for Financial Advisors Facebook Group W...

Facebook vs. Apple Advertising Privacy Battle

Don Anders and Donovan Stull discuss the new 2021 Apple privacy updates which could make a huge impact on Facebook advertising for Financial Advisors. Advisor's Platform Website Marketing for Financial Advisors Facebook Group

Leading Response (formerly RME 360) on Seminar and Direct Appointment Mailers in 2021 for Financial Advisors

Don Anders sits down with Jorge Villar and Patrick Schartz from Leading Response to discuss the best practices for mailers in 2021.  Do mailers direct to appointments work? Are mailers still a good option to fill financial seminars? What isn't working with mail in 2021? How to hedge the risk of COVID-19 shutdowns. If you're considering doing a mail campaign, make sure you reach out to [email protected] to get your own customized "Goldstar Seminar Report" in your area and with...

Tom Hegna and Don Anders Presentation on Webinar Best Practices for Financial Advisors

This is a recording of a live presentation that Tom Hegna and Don Anders did in 2021 on webinar best practices.  Don Anders discusses webinar marketing and software best practices and the top marketing trends of 2021 for financial advisors.  Tom Hegna discusses webinar presentation best practices. From what subjects to cover to how to give a great online presentation that will give you financial appointments.  Afterwards, Don and Tom spend some time doing question and answers from the ove...

Steep Digital Marketing Founder Jonathan Musgrave on Seminar and Webinar Marketing for Financial Advisors

Jonathan Musgrave, Founder of Steep Digital Marketing, on Seminar and Webinar Marketing for Financial Advisors. Jonathan and Don Anders discuss webinar and seminar best practices for financial advisors, topics, locations, and expectations. They also get into how to write and create engaging content and advertising on Facebook, YouTube, and other digital platforms for Financial Advisors. Click here if you'd like to learn more about Steep Digital Marketing: https://steepdigital.com/ Learn...

Plan Confidence CEO Kevin Clark on How To Give Advice (And Get Paid) on 401k Accounts That Are Held Away

Kevin Clark, CEO and Co-Founder of Plan Confidence, discusses their software that helps you give compliant advice on 401k, 403b, 457, Pension, Variable Annuity, or any other plans that are held away, and lets you bill directly from the software. Kevin and Don Anders get into how the Plan Confidence software works, the client experience, and the advisor experience. They also discuss potential compliance issues for advisors giving advice on 401k's under the new ERISA rules. Use the discoun...

White Glove Workshops on the Best Practices for Financial Seminars and Financial Workshops

Brad Swineheart, VP of Business Development at White Glove Workshops, joins us to discuss best practices for financial seminars and financial dinner workshops in 2021. Brad and Don Anders discuss the difference between marketing in 2019 and 2021 and how things have changed, the best topics, and the best venues. Brad and Don discuss the pros and cons of educational financial workshops and financial dinner seminars. If you're interested in running your first event with White Glove Workshop...

Angie Herbers CEO of Herbers & Company on the 8 Areas of Advisory Firm Growth & Diamond Teams

Don Anders sits down with Angie Herbers, CEO of Herbers & Company to discuss the 8 Areas of Advisory Firm Growth: Sales Marketing Leadership Growth  Management Human Capital Client Experience Operations Don and Angie also discuss the growing pains that can happen in the different stages of growing a financial firm from start-up to billions of AUM. They also discuss a Herbers & Company innovation: Diamond Teams. For more information on Herbers & Company you can visit them here: htt...

Can Financial Advisors Ask for Reviews? Update for 2021

Don Anders discusses new changes for policies regarding financial advisors being able to ask for reviews. Don discusses the pros and cons of asking for reviews, and some of the best practices for asking for reviews for your financial practice. (Note: Don Anders and Advisor's Platform are not compliance experts. Anything said in this podcast is for information and discussion purposes only, and you should seek the advice of your compliance department or a FINRA/SEC compliance attorney before ...

Erica Pauly on Tracking and Benchmarking Your Marketing

Don Anders talks with Erica Pauly, Founder of Track That Advisor, on what the 2020 benchmarks were for financial advisor marketing and why it's so important to track your marketing ROI and your production.  We discuss: Benchmarks for Financial Seminars including ROI Benchmarks for Financial Webinars The Value of Tracking Your Numbers as a Financial Advisor Track That Advisor specializes in helping financial advisors track and benchmark their production and marketing efforts -- which is ...

Ed Slott on Why Understanding Tax and IRA Laws is Critical for Financial Advisors

Don Anders sits down with America's IRA Expert, Ed Slott. Ed Slott is a PBS television show host, public speaker, and high-level coach to financial advisors throughout the country. Don and Ed discuss how he became the leader in IRA tax advice, and why it's so important for Financial Advisors to stay up to date on the ever-changing laws. Ed has a new book coming out in 2021 called "The New Retirement Savings Time Bomb" that will be great for both financial advisors and clients. You can ...

Scott Dougan and Sean Lee on Teaching College Educational Classes as Financial Advisors

Don Anders sits down with Scott Dougan and Sean Lee from Retirement Elevated and Emerging Advisor to discuss the pros and cons of teaching college educational classes as financial advisors. Sean and Scott share the success they've seen and the changes they've had to make in 2020. If you're interested in learning more about holding your own Retirement Elevated classes you can check them out here: https://www.emerging-advisor.com/marketing-programs/ Also -- Make sure to check out their po...

Dr. Travis Parry on Achieving Balance as a Financial Advisor and the 3 Myths of Work-Life Balance

Don Anders sits down with Dr. Travis Parry, the founder and CEO of The Make Time Institute, to discuss Achieving Balance as a Financial Advisor. Dr. Travis Parry is a former financial advisor who has dedicated his life to helping financial advisors lower stress and achieve a meaningful work-life balance after his father passed away at the early age of 49. Don and Travis get into the 3 Myths of Work-Life Balance that Travis highlights in his upcoming book "Achieving Balance": 1) Balance 2) ...

Robert Sofia CEO of Snappy Kraken on Naming Your Business and The Top Topics of 2020

Don Anders sits down with Robert Sofia, the CEO and Founder of Snappy Kraken, a digital marketing company for financial advisors. In this episode, we discuss the Top 8 Topics that are working in 2020, best practices when naming your business, and digital marketing tips for financial advisors. If you're interested in using Snappy Kraken, you can get 10% off your monthly subscription by using the code "MFA2021". Click HERE to learn more.

David McKnight (Part 2) on Tax-Free Income for Life

In this episode of Marketing for Financial Advisors we are joined by David McKnight again. The last time we had David McKnight on he talked about "The Power of Zero" which his best selling book, movie, and presentations are based on. He joins us again to talk about his latest book that will be released on November 17, 2020 "Tax-Free Income for Life". Including the book, we get into discussions on pros and cons of annuities, roth conversions, and how to talk to clients about paying taxes no...

Is Facebook overpriced in 2020 for Financial Advisors?

Don Anders discusses the cost vs. results for Facebook marketing in 2020 for Financial Advisors. With the election looming large and marketers forced to go digital, is it still worth doing Facebook ads in Q3 of 2020?

Is Facebook overpriced in 2020?

Don Anders discusses the cost vs. results for Facebook marketing in 2020 for Financial Advisors. With the election looming large and marketers forced to go digital, is it still worth doing Facebook ads in Q3 of 2020?

Joe Bayliss on the 5 Marketing Activators for Financial Advisors

Joe Bayliss is the Owner and Founder of Financial Marketing Pros, a marketing company that specializes in writing Radio Copy, Television Copy, Email Copy, Webinar Copy, and almost any other copy you can think of for financial advisors.  Every week Joe Bayliss and his team write 30-40 pages of copy for financial advisors throughout the country, and his speciality is in getting leads out of marketing funnels.  In this podcast, we talk about the current and future state of Television and Radi...

New Financial Leads vs. Existing List of Prospects

Don Anders discusses why you should spend less time, money, and energy to get new leads, and why financial advisors should focus on their existing database of clients, prospects, and clients. 

Tom Hegna on Paychecks and Playchecks

This week's guest on Marketing for Financial Advisors is financial expert, speaker, and author Tom Hegna to discuss the concept behind his best selling book Paychecks and Playchecks and his book / PBS special Don't Worry Retire Happy. Tom Hegna and Don Anders discuss how important guaranteed income is inside your portfolio, and why financial advisors should make sure their client's income is covered first and foremost. Tom and Don get into a discussion about the all annuities are bad myth,...

Brad White on the benefits of marketing Social Security information

Brad White the Founder & CEO of Epstein & White Retirement Solutions joins us to discuss the benefits of marketing Social Security information.  Many financial advisors avoid doing educational workshops around Social Security. This may be because they don't get paid to manage Social Security, or because they feel like the type of prospect they get can vary too much with Social Security as a topic.  Brad White talks about the success his firm has had using Social Security Workshops as an ed...

Marty Ruby and Becky Swansburg from Stonewood Financial on the Benefits of Reducing Taxes for your clients

Don Anders sits down with retirement and tax experts Marty Ruby and Becky Swansburg to discuss the importance of reducing taxes in retirement. We discuss how the new CARES Act stimulus package has put tax planning at even higher of a priority, and how advisors can leverage tax planning software to help their clients convert money from taxable accounts to tax-free accounts. Marty Ruby founded Stonewood Financial to provide financial advisors with Software and Marketing support around reduci...

Marketing for Advisors Ep. 17: Marty Ruby and Becky Swansburg from Stonewood Financial

Don Anders sits down with retirement and tax experts Marty Ruby and Becky Swansburg to discuss the importance of reducing taxes in retirement. We discuss how the new CARES Act stimulus package has put tax planning at even higher of a priority, and how advisors can leverage tax planning software to help their clients convert money from taxable accounts to tax-free accounts. Marty Ruby founded Stonewood Financial to provide financial advisors with Software and Marketing support around reduci...

Marketing for Advisors Ep. 16: The Power of Zero with David McKnight

Don Anders discusses with author and filmmaker David McKnight about the importance of The Power of Zero and how it has helped clients sort themselves in the lowest tax bracket possible. David emphasizes the importance of differentiating yourself from other advisors by handling tax rate risk on top of longevity risk so your message stands out and how you can use the Power of Zero book or movie to get them interested. For everything from David McKnight, please visit: davidmcknight.com thetaxt...

The Power of Zero with David McKnight

Don Anders discusses with author and filmmaker David McKnight about the importance of The Power of Zero and how it has helped clients sort themselves in the lowest tax bracket possible. David emphasizes the importance of differentiating yourself from other advisors by handling tax rate risk on top of longevity risk so your message stands out and how you can use the Power of Zero book or movie to get them interested. For everything from David McKnight, please visit: davidmcknight.com thetaxt...

The Best Webinar Topics for Financial Advisors

Don discusses which webinar topics are the best for financial advisors. From Social Security Webinar, Taxes in Retirement Webinar, and Niche webinars to Webinars to your existing clients and prospects.  If you're interested in doing your own webinars, check out our DIY Webinar Course for Financial Advisors: https://advisorsplatform.thinkific.com/courses/webinars

Marketing for Advisors Ep. 15: Webinar Topics

Don discusses how popular webinars have become in recent weeks and how to be wary of your own webinar best practices.

Marketing Around the Coronavirus

In light of the effects of COVID-19, Don briefly covers the flexibility of digital marketing and breaks down the ongoing effectiveness of automated webinars.

Marketing for Advisors Ep. 14: Marketing Around the Coronavirus

In light of the effects of COVID-19, Don briefly covers the flexibility of digital marketing and breaks down the ongoing effectiveness of automated webinars.

Marketing for Advisors Ep. 13: Keeping Your Digital Lawn Clean

Keeping Your Digital Lawn Clean

Don Anders discusses the benefits of staying active and present on Social Media for Financial Advisors.