The financial world can be tricky to navigate. It’s notoriously complex, and for the average investor (especially those who are just getting their feet wet) sitting down with a professional can bring about a lot of anxieties. As an advisor, it’s your job to help ease some of those fears and explain things in a… Read more »
Working with a Confused Client
Why Financial Planning Apps Are No Replacement for a Professional
What financial advisors should be saying about financial apps The level of trust we have for apps in the modern world is virtually unprecedented. We even trust apps with our money. Which is why it probably doesn’t come as a surprise that people, especially young people entering the workforce, are turning to their phones for… Read more »
Networking Tips and Tricks for New Financial Advisors
Networking is the name of the game in any industry for moving up. If you’re a rookie in the finance world, honing those people skills is key to developing long-lasting professional relationships. Take note of these networking tips and tricks that are sure to bring you one step closer to success. Listen more, talk less… Read more »
How to Build an Effective Contact Database in Under 5 Minutes
In business, implementing a contact management system into your routine can do wonders. By doing so, you’ll have a single resource to house all of your contact information to help you easily segment your list and prioritize your marketing efforts. In today’s episode of Above the Noise, Jessi provides three tips to help you create… Read more »
How an Agent Can Dominate an Area with Geofarming
If done properly, farming can be an effective lead generation tool for real estate agents. But oftentimes, it can be challenging to know where to start. In this episode of Above the Noise, Luke shares his tips and thoughts on how you can start dominating your home turf with farming. Video Transcription Alright so one… Read more »
These Brands Are Doing It Right
Building a strong brand is crucial to your success. When you think of brands like Apple and LEGO®, among others, instantly an image pops in your head of a strong, developed brand—which includes everything from the logo to the products. It doesn’t hurt to adopt some of these world-renowned brand strategies and apply them to… Read more »
Ep. 29: Attract Prospects Like a Magnet
When you provide clients and prospects with items of value, you make the task of moving prospects through your funnel that much easier. All it takes is a well-crafted lead magnet to pull them in. In this episode of Stay Paid, Josh and Luke discuss the components of a solid lead magnet, how to get… Read more »
Here’s How Any Marketer Can Benefit from a Competitive Analysis
Whether it’s a rivalry between football teams or pesky neighbors competing for the greenest lawn, we’re constantly surrounded by competition—especially when it comes to business. While many assume that without the competition their business would be thriving, this isn’t always the case. In fact, competition is healthy and can be a leading motivator. But what… Read more »
How Buyer Personas Can Help with Your Marketing
When it comes to marketing, the adage the more you know, the more you grow holds an immense amount of merit—especially when it comes to your ideal customers. Understanding who you’re trying to target can not only help you tailor your marketing efforts, but also increase your sales. And one surefire way to develop a… Read more »
What’s New in Dental Tech?
Technology is changing every day, and it’s affecting all areas of the healthcare industry—from cancer research to surgical innovations, and of course, the dentistry field. The biggest reason technological innovations occur is to make the lives of patients more comfortable and convenient. These advancements are just a few working to make that happen. The rise… Read more »
Here’s How to Host a Winning Webinar
Throughout this past year, one of our initiatives has been to increase the number of training and tangible resources that are available to our valued clients. From success guides, to eBooks, and webinars—we’ve created a comprehensive content library. While writing an email marketing guide requires hours of brainstorming, writing, and editing, the delivery—sharing it online—is… Read more »
The Best Realtor® Closing Gifts for Buyers
Ideally, you want a truly unique, high-quality, well-appreciated, personal closing gift that won’t break the bank and has the added benefit of consistently keeping you top of mind for referrals and repeat business. In an industry such as real estate, where nurturing and managing customer relationships is a main driver of new, repeat, and referral… Read more »
