Marketing For Financial Advisors
74 episodes - English - Latest episode: almost 2 years ago - ★★★★★ - 14 ratingsWe created this podcast specifically for the financial industry and advisors. As an advisor, we have seen the struggles and accomplishments that many other firms around the nation have seen. We are sharing our opinions, insights, and tips on how to successfully market in a digital age.
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Episodes
Daniel Rey on Working with Educators and the 403(b)/TSA Marketplace
February 28, 2020 13:00 - 15 minutes - 10.7 MBDon Anders and Daniel Rey sit down to discuss the pros and cons of working in the 403(b) / Public sector market.
Marketing for Advisors Ep. 12: Daniel Rey on Working with Educators and the 403(b)/TSA Marketplace
February 28, 2020 13:00 - 15 minutes - 10.8 MBTargeting Your Existing List
February 21, 2020 13:00 - 7 minutes - 5.46 MBDon Anders discusses the value of targeting your existing list of Financial clients and financial prospects.
Marketing for Advisors Ep. 11: Targeting Your Existing List
February 21, 2020 13:00 - 7 minutes - 5.52 MBMarketing for Advisors Ep. 10: Active Campaign with Josh Bretl
February 14, 2020 14:00 - 21 minutes - 14.7 MBDon Anders and Josh Bretl go over all the steps of Josh's Active Campaign system and how it automates any leads or prospects into his Facebook lists.
Active Campaign with Josh Bretl
February 14, 2020 14:00 - 21 minutes - 14.7 MBDon Anders and Josh Bretl go over all the steps of Josh's Active Campaign system and how it automates any leads or prospects into his Facebook lists. Click here to check out Active Campaign
Marketing for Advisors Ep. 9: How Every Event can be Different
February 07, 2020 13:00 - 13 minutes - 8.99 MBEvery Event Can Be Different
February 07, 2020 13:00 - 13 minutes - 8.99 MBDon Anders & Donovan Stull talk about how external factors, different areas, and different audiences can all impact the success of your Financial Services event.
Why Digital Marketers Suck
January 31, 2020 13:00 - 13 minutes - 9.31 MBDon Anders and Donovan Stull discuss how unique the Financial Services industry is and why it's important to vet your digital marketing firm and make sure they understand how to do digital marketing and also your industry.
Marketing for Advisors Ep. 8: Why Digital Marketers Suck
January 31, 2020 13:00 - 13 minutes - 9.3 MBMarketing for Advisors Ep. 7: Fitting into the Landscape
January 24, 2020 13:00 - 9 minutes - 6.3 MBFitting Into the Landscape on Social Media
January 24, 2020 13:00 - 9 minutes - 6.31 MBDon Anders and Donovan Discuss why you should always try to fit into the landscape of social media. You don't want to stand out and look like an obvious commercial.
Traditional Snail Mail
January 17, 2020 13:00 - 13 minutes - 9.26 MBDon Anders and Donovan Stull discuss the pros and cons of traditional mailers for financial advisors.
Marketing for Advisors Ep. 5: Snail Mail
January 17, 2020 13:00 - 13 minutes - 9.25 MBRiches in Niches
January 10, 2020 13:00 - 10 minutes - 7.41 MBDon Anders and Donovan Stull discuss the power of Niche marketing for financial advisors.
Marketing for Advisors Ep. 6: Riches in Niches
January 10, 2020 13:00 - 10 minutes - 7.41 MBMarketing for Advisors Ep. 4: Website
January 03, 2020 13:00 - 19 minutes - 13.3 MBNobody Cares About Your Website
January 03, 2020 13:00 - 19 minutes - 13.3 MBDon Anders and Donovan Stull discuss why having a beautiful website isn't as a big of a deal as it used to be. You should spend more time on your Social Media "websites" than your actual website.
Marketing for Advisors Ep. 3: Facebook Branding
December 27, 2019 13:00 - 14 minutes - 9.74 MBBranding your financial practice on Facebook
December 27, 2019 13:00 - 14 minutes - 9.75 MBFacebook is still one of the most efficient and most effective ways to brand your business to your ideal prospects and clients. Don Anders and Donovan Stull discuss the benefits of branding your financial practice on Facebook.
Marketing for Advisors Ep. 2: Educational Events
December 20, 2019 13:00 - 14 minutes - 10 MBEducational Workshops for Financial Advisors -- Best Practices
December 20, 2019 13:00 - 14 minutes - 10 MBIf you're a financial advisor about doing an educational workshop? Don Anders and Donovan Stull discuss educational workshop best practices. Whether it's a Library Workshop, College Workshop, or at your office workshop -- we discuss the pros and cons of each type of educational financial workshop event.
Dinner Seminars / Lunch and Learns for Financial Advisors -- Do They Work?
November 20, 2019 16:00 - 14 minutes - 10.1 MBDinner Seminars is one of the most controversial ways of marketing for financial advisors. Some people simply can't stand the idea of "plate lickers" coming to take advantage of the complimentary meal provided. Conversely, thers have built very profitable and successful businesses doing dinner seminars. Don Anders and Donovan Stull discuss the pros and cons of doing dinner seminars / lunch and learns for financial advisors.