Updated May 5, 2021 There is no shortage of advice available to financial advisors and broker-dealers about how to market their businesses. Iāve seen advice ranging from sending birthday and holiday cards to hiring a marketing firm or consultant whose expertise is working with financial services professionals. But if youāre a new advisor whoās only… Read more »

The Best Marketing Plan for Financial Advisors – What the Data Say

5 Best Social Media Management Tools for Small Business in 2025
From content sourcing to completely automated solutions, these are the five best social media management tools for small business owners to boost their engagement. At the risk of stating the obvious, posting content to social media is one of the most crucial strategies for small business owners in today’s digital age. Do it well, and… Read more »

11 Real Estate Influencers Agents Should Be Following
The world of real estate can get competitive, so itās crucial for agents to understand what their peers are doingāparticularly the most successful among them. If youāre looking to dominate your local real estate market, here are 11 thought leaders you need to follow on social media right away.Ā Tom Ferry https://www.instagram.com/p/By2uJEVnWxB/ Thereās a reason… Read more »

How to Find Houses for Sale by Owner (FSBO)
For sale by owners (FSBO) can be great opportunities to earn listings for real estate agents. All you have to do is convince the owner that they will be better off with your advice and guidance, so be ready to sell yourself and the value you provide. But before you have to worry about pitching,… Read more »

5 of the Best Holiday Gifts for High-Net-Worth Clients
The biggest challenge luxury real estate agents face when buying holiday gifts for high-net-worth clients is choosing something that strikes the right balance between personal and splendid while not being too generic. These individuals often have access to premium products and experiences, so selecting a gift that aligns with their tastes can be difficult. There… Read more »

How to Get Real Estate Seller Leads (2025 Guide)
Updated January 2025 In a low-inventory market, what more can agents do to generate real estate seller leads? When youāre in the thick of an ongoing low-inventory market, trying to keep your real estate business from going under, platitudes like āMarkets are always shiftingā and āJust wait it out, itāll be fineā are not helpful…. Read more »

Home Closing Gifts: A Comparison of 5 Popular Options
How do you properly thank clients that put food on your table? If youāre like most agents, a closing gift is one of the ways you show appreciation. But good closing gifts are more than that. They can serve as a physical reminder of the relationship youāve formed with them for years to come, opening… Read more »

Zillow: How Worried Do Agents Need to Be?
Updated October 2021 If you havenāt asked, then youāve got your head in the sand. Contrary to what industry news and conference keynotes might lead you to believe, not every agent hates Zillow. Granted, I had little success when searching for any positive agent reviews of the behemoth. Even so, I have to assume that… Read more »

The Best Small Business Marketing Strategy for Forward-Thinking Business Owners
Ask 10 people to name the best small business marketing strategy, and you’ll likely to get 11 different answers. (Thereās always one who canāt decide between their options.) Among these many possibilities, it can be a real challenge knowing which to invest your limited resources in. If only there was one you could be certain… Read more »

The 3 Best Facebook Ads for REALTORSĀ®
Including one ad that delivers the motherlode of Facebook real estate leads You know real estate. Itās what you do. You enjoy it, youāre good at it, and you make a decent living at it. But, of course, youād like to increase your annual GCI (what agent wouldnāt?), and you more than likely have been… Read more »

Is Buying Real Estate Leads Worth It in 2024?
Beyond the pros and cons, there is a bigger picture to consider when deciding whether paying for real estate leads is worth it The best lead generation system for RealtorsĀ® is the one that works for you. Some agents find great success with organic strategies, such as door knocking and blogging. Conversely, others rely on… Read more »

Turning a Lost Sale into a Learning Opportunity
Even the best salespeople have off days, when nobody on the phone seems to want to do business with them. Itās important not to view these instances as failures, but rather, as opportunities that can be turned into something far more successful. With these tips, youāre sure to put yourself one step above the competition…. Read more »