Think of an experience you’ve had with a business that really made you say “WOW.” What does it take to make that happen? In this episode of Stay Paid, Josh and Luke discuss what makes a client experience successful, why trust and connection is important, and how technology plays a role in understanding your customer… Read more »
Ep 55: Creating a WOW Experience for Your Clients
Ep. 10: How to Follow Up with Internet Leads
When you get a lead from the internet, the most important step is reaching out quickly, preferably within 5 minutes. This initial contact can come in a few forms; email, text, etc. In this episode of Stay Paid, we’re going to role play the mechanics of a phone call. While we’re going to couch the… Read more »
How to Leverage Social Media for Testimonials
Testimonials are the backbone of an industry. Knowing how to ask for a review without sounding like a burden can do wonders for your business. In today’s episode of Above the Noise, Andrea provides three tips to help you utilize social media to capture testimonials. Video Transcription A good testimonial has the power to turn… Read more »
Don’t Let Negative Customer Testimonials Damage Your Reputation
You’ve been working with a client for months, and you’ve finally closed a deal with them. After dedicating your time and energy to making sure they have the best experience possible, you ask them to leave you a nice review so that prospects may be more willing to work with you. To you, the process… Read more »
Working with a Confused Client
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 »
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 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 »
