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The Top 9 Best Marketing Ideas for Financial Advisors

Marketing for financial advisors is much like marketing for providers of other professional services. You need to ensure you direct your marketing toward a well-defined audience. Your marketing should tell a compelling story. It must offer your audience something of value. And best practices require it include a call to action. But unlike marketing for… Read more »


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How Million-Dollar Agents Use Client Appreciation Events to Get Referrals

Part 2 in our series: How Real Estate Agents Can Optimize Their Referral Marketing Strategies Why client appreciation events are not as popular among real estate agents as they are, say, among financial advisors, I can’t imagine. But this is something I do know . . . If you’re an agent (or, frankly, any other… Read more »


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The Best Personally Branded Real Estate Magazine for Clients: Why It Works

You don’t need me to tell you how competitive the real estate market is—no matter what direction home prices are headed—and how distinguishing yourself as the preferred agent in your area is tough, even under the best circumstances. In such an environment, a personalized real estate magazine acts like a battering ram that breaks through… Read more »



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Here’s What Agents Should Be Posting on Instagram and Social Media

Who knew that when you became a real estate agent, you’d also have to become a prolific social media expert? Google is full of queries asking about real estate agents and what they should be doing on Instagram and social media: Does Instagram work for REALTORS®? How do I market myself as a REALTOR® on… Read more »



Ep. 136: Paul Coan–Can Financial Advisors Beat the Market?

 Paul Coan is the founder and CEO of Ploutos Weath, a strategy platform for financial advisors, helping them to develop portfolios that perform while allowing them to keep complete control—freeing them up to focus on new and existing clients. He is also the author of Asset Protection & Wealth Preservation: A Guide to Help… Read more »


The 5 Best Sources of Real Estate Scripts

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 »


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A 3-Part Marketing Strategy for Agents to Keep in Touch with Clients

Staying top-of-mind is essential to an agent’s success, but it doesn’t have to be complicated, time-consuming, or expensive. Real estate professionals who take their careers seriously know that they need to keep in touch with their past clients. Actually, I’m going to drop the past from this blog. Serious agents know that once a client,… Read more »


10 Ways New Agents Can Get Free Real Estate Leads

Updated September 26, 2023 As a new agent, you can get free real estate leads from more places and in more ways than you may have thought possible. When looking for free ways to generate real estate leads, the thing to keep in mind is to take advantage of the resources you already have in… Read more »


The 5 Best Sources of Social Media Content for Real Estate Agents

From idea generation to completely automated solutions, these are five of the best sources real estate agents can use to boost their social media engagement. By now you know that posting content to social media is one of the most effective ways to have people know, like, and trust you. But real estate agents are… Read more »