Updated May 5, 2021 There is no shortage of advice available to financial advisors and broker-dealers about how to market their businesses. I’ve 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 you’re a new advisor who’s only… Read more »
The Best Marketing Plan for Financial Advisors – What the Data Say
5 Easy Ways to Use Video Marketing for Real Estate
It seems that two things are generally true when it comes to video marketing for real estate: everyone knows they should be doing something and everyone is reluctant to start. For some people, the problem is tech-related—they’re just not sure what platforms to use and how to ensure a professional result. For others, the reluctance… Read more »
Ep. 240: Four Social Media Platforms You’re Not Using (But Should Be)
How to Boost Your Social Media Presence Instantly Who should listen: If you’re an entrepreneur and you want to increase your social media presence while encouraging more engagement, then this episode is for you. Key point: LinkedIn, Pinterest, Quora, and Clubhouse are less saturated social media platforms that you can use to get and… Read more »
Ep. 241: Turning Webinars into MASSIVE Concrete Business (with Brad Swineheart)
How Not to Suck at Webinars Who should listen: This episode is for sales and service professionals who want to know how to host a stellar, live webinar that will absolutely produce leads. Key point: Webinars are excellent sources of new leads, but you need to know how to translate face-to-face speaking skills to… Read more »
The 5 Best Sources of Real Estate Scripts
Before I begin, let me congratulate you for making one of the best decisions you can for setting yourself up for success. Good for you! Obviously, I’m assuming that if you’re reading this blog, it’s for one of two reasons: You’ve decided to act on all that advice you’ve been getting about every agent’s need… Read more »
Ep. 243: How to Master Relationship Marketing (with Glennda Baker)
How Does Relationship Marketing Work? If you’re going to understand relationship marketing, you need to start by knowing that it’s not a short-term strategy. Who should listen: Anyone who wants to understand how they can effectively implement relationship marketing in their business. Key Point: If you don’t form lasting relationships with your clients, you’re… Read more »
7 Ways Agents Can Differentiate Their Service from the Competition
As of September 2023, the National Association of REALTORS® had a membership roster of more than 1.5 million people. Odds are, wherever you are there are plenty of other agents competing for the same clients and listings. So how can you ensure that your service and personality stands out so you can generate leads more… Read more »
The Essential Content Marketing Plan for Real Estate Agents
In many industries, content creation and distribution has been a standard marketing practice for many years. However, in the real estate industry, many agents and brokers are just starting to adopt best practices for content. If you’re like many of your colleagues, your professional resolution includes getting on board with a more effective and consistent… Read more »
What the Launch of Zillow Offers Means for Agents
The increasing power of Zillow’s online platform since its launch in December 2004 has always been the source of a love it or loathe it conundrum for real estate professionals. While some enjoyed the access the platform gave them to buyer leads through its Premier Agent program, others saw the platform as double-dipping, forcing them… Read more »
Ep. 251: How to Generate More Leads Using Educational Workshops (with Faina Shapiro)
Lead-Generation Strategies Real estate agents should be offering more free educational workshops Who should listen: Anyone who has knowledge to share and is looking for opportunities to generate more leads for their business. Key idea: Offer an educational workshop and prospective clients will come to know, like, and trust you relatively quickly. The exposure… Read more »
Ep. 139: Moses Hall–Network Your Way to the Top with Moses Hall
Moses Hall started his real estate career in 2014 as a licensed REALTOR®, specializing in commercial investment property acquisitions and commercial real estate disposition. In January 2019, he launched MoHall Commercial & Urban Development, where his focus is redevelopment through commercial real estate and investment properties. Through collaborative efforts, Moses’s ultimate goal is to… Read more »
Financial Advisors: Start Planning for 2030 Today
It’s true in all industries, and the world of finance is no exception: those who refuse to evolve will be left behind. Older generations of investors aren’t getting younger, and literally trillions of retirement savings and other sources of wealth hang in the balance. Advisors who maintain strong, meaningful relationships with clients and the next… Read more »
