If you’re wondering how financial advisors get prospects, it’s by optimizing existing relationships. Client events will strengthen your existing connections, encourage clients to introduce you to new leads, and allow your guests to get to know, like, and trust you. If you manage personal investments and want to attract new clients, then you’re going to… Read more »
10 Lucrative Client Events Financial Professionals Can Use to Grow Their Businesses
New Look for Online Account Manager
We are pleased to announce that the American Lifestyle Online Account Manager is sporting a new and improved appearance. But first, a little backstory . . . The first American Lifestyle Online Account Manager was created in 2003 before the first ALM was printed, mailed, or even designed. We were taking advance orders for the… Read more »
Home Closing Gifts: A Comparison of 5 Popular Options
How do you properly thank clients that put food on your table? If you’re like most agents, a closing gift is one of the ways you show appreciation. But good closing gifts are more than that. They can serve as a physical reminder of the relationship you’ve formed with them for years to come, opening… Read more »
6 Essential Tips for How to Create a Real Estate Seminar
Real estate is often called a contact sport for one reason: real-time, face-to-face interaction is essential to an agent’s success. So if you’re looking for a winning move, hosting a real estate seminar (sometimes called a real estate workshop), might just be it. Whether you’re a seasoned agent or a newcomer to the industry, these… Read more »
Ep. 238: Simple Ideas for How to Use Texting to Connect with Clients
Use Text Messages to Connect with Your Sphere Who should listen: This episode is for sales professionals who want to optimize how they use text messages to connect with clients and prospects. Key point: Best practices include: have clients’ consent to text, include a CTA, respond personally, respect their time, be the one to… Read more »
10 Tips Agents Can Use to Advertise on Social Media
Implementing a focused social media strategy seems to be a perpetual resolution for real estate professionals. With so many platforms and so many ways to approach the task, it’s no wonder social media becomes either a dreaded task or an afterthought for many agents and brokers. If you are trying to jumpstart your online presence,… Read more »
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 »
Content Pillars for Social Media: A Beginner’s Guide for Busy Real Estate Agents
Social media managers can get deep into the weeds when developing their content pillars and aligning them with an overall social media marketing strategy. They consider factors such as page authority, keyword optimization, backlinks, and a bunch of other technical aspects that only the professionals truly understand. We won’t get that deep—your job is to… Read more »
A Real Estate Agent’s Guide to Building a Personal Marketing Plan
Building a personal marketing plan can be a challenge, even if it’s only because not everyone understands what a personal marketing plan is. It’s not unusual to find writers and marketers using a variety of industry terms imprecisely. You’ll even find cases where they use words and terms with different meanings interchangeably. Words such as… Read more »
Increase Your Wallet Share with High-Net-Worth Clients
If you’re managing the wealth of high-net-worth clients, you’re probably very invested (pun intended) in those relationships. But do your clients feel the same way about you? While you may think you’ve got an exclusive relationship with your wealthiest clients, it’s also very possible some of them are working with other investors. So, how do… Read more »
The 2023 Complete Guide to How to Become a Luxury Real Estate Agent
Congratulations! You’ve found what you’ve been looking for: a comprehensive source that addresses everything you need to know most about breaking into the luxury market. Best of all, it does it all in ONE place. Read on to discover: Why you might (or might not) choose to become a luxury real estate agent. Who swims… Read more »
Ep. 361: How to Let the Best Leads Find You (with Chris Smith)
Privacy in the Digital Age What’s a Marketer to Do When You Can’t Track Users? Who should listen: Small business entrepreneurs who struggle to attract leads now that consumer privacy laws and regulations are peeling back once reliable tactics and tools. Key idea: If small business owners are to have a fighting chance in… Read more »
