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
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 »
6 Blogs to Help Clients End the Year Strong
This year has been a rollercoaster of a year for most people. Whether you have a client or prospect who had to postpone their dream of homeownership, who felt added financial burden due to the pandemic, or who simply faced added stress from this chaotic time, it’s more important than ever to let them know… Read more »
5 Lead-Producing Direct Mail Marketing Ideas for Real Estate Agents
Updated September 20, 2023 The most successful direct mail campaigns provide genuine value that get you past the trash can and into the home Even today, when everyone seems glued to a computer screen or a smartphone, direct mail is still an effective way for real estate agents to get their brand and message in… Read more »
7 Indispensable Virtual Tools Every Agent Needs
In recent years, we’ve all learned that “business as usual” as taken on new meaning. In real estate, for example, agents and clients alike have grown accustomed to the convenience of virtual showings and transaction management, which have proven to provide better communication and greater flexibility than ever before. Whatever your plans for your real… Read more »
7 Ways Real Estate Agents Can Generate More Referrals
In survey after survey, the vast majority of home buyers and sellers say that they would not only use their real estate agent again, they would recommend him or her to family and friends. In fact, direct referral is still the number one way that folks find their real estate agent. If you’re not seeing… Read more »
Ep. 224: Instagram—What to Post and How to GROW Your Following
— Instagram Growth Strategies for 2021 These tactics won’t cost you a dime. To grow organically on Instagram simply means to grow your following for free. Especially for entrepreneurs who may be just starting out, we recommend that you begin by maximizing the potential of your content and reaping the benefits of engaging with other… Read more »
Top 5 Stay Paid Podcast Episodes for Financial Advisors
Successful financial professionals share their best advice If you’re looking for the best marketing strategies for financial advisors, including how to grow your business, acquire more AUM, and retain more clients, then check out these five episodes from Stay Paid. Hosted by Luke Acree and Josh Stike and featuring top professionals from finance, real estate,… Read more »
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. 244: Social Selling—How Not to Get Left Behind
Social Selling: Another Tactic for Building Relationships Who should listen: If you’re a sales professional eager for ideas about how to best use social selling to produce more leads, then this episode is for you. Key point: Don’t forget the “social” in social media. Regardless of how you build business relationships, the process takes… Read more »
Ep. 250: How to Catch a Facebook Lead in 15 Seconds
Creating Facebook Ads Video: 4 Tips for Beginners Who should listen: This episode is for anyone looking for best practices and tips for creating scroll-stopping, lead-generating Facebook video ads. Key idea: Create every aspect of your video ad assuming that it will be viewed on a mobile phone. Action item: Create a Facebook video… Read more »
How to Build an Effective Contact Database in Under 5 Minutes
Updated April 21, 2021 So, you’re the type of person who’s always busy. You’re out there meeting new clients, and successfully representing the ones you have. You’re attending networking seminars at every opportunity, sending out branded marketing material, and calling past clients (when you have time). And yet, you still find that you’re not getting as much repeat… Read more »
