7 Winning Instagram Strategies for Financial Advisors

Guest blogger Andre Oentoro shares savvy strategies that will turbocharge your financial advisory prowess and influence on Instagram. Instagram, once the humble home of latte art and sunset selfies, has transformed into a dynamic stage for businesses across various industries, including the financial services sector. With a staggering 2.35 billion monthly active users, this social… Read more »



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Ep. 259: Niching Down: How to Work Less and Make More (with Jennifer Egbert)

 Is It Time for You to Find a Niche? Who should listen: Entrepreneurs who need to understand how to best niche their business, and who need reassurance that niching down is a sound and profitable business plan. Key idea: Understand your market, and nurture your sphere, and you won’t lack for referrals. Action item:… Read more »


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Ep. 315: The New Threat to Email Marketing Automation (with Andy Mowat)

 Will Email Become a Paid Marketing Channel? Who should listen: The implications of what our guest reveals are so incredible that everyone who interacts with email should listen. Key idea: The goal is to give email recipients a defense against the bad behavior of marketers. Action item: Before sending your next email, ask yourself… Read more »


how-to-manage-difficult-clients

Making Sense of a Confused Client

You’ve been working with a client for weeks, maybe even months, to no avail. Just when you feel like you’re making headway, the client changes their mind or expresses their hesitation, and just like that you’re back at square one. It feels like a waste of your time and theirs, but you persist anyway because… Read more »


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Ep. 288: Types, Tips, and Tools for Rock-Solid Lead Generation

 Lead Generation for Small Business A Guide to the Essentials of Small Business Leads Who should listen: Any small business owner who wants to diversify their lead generating activities and familiarize themselves with lead management technology. Key idea: When planning your marketing strategy, it’s critical that you consider where people are within your various… Read more »


How to Explain Your UVP to Leads and Clients

When you are thinking about raising your profile and gaining more clients in your local market, you may be focused primarily on the ways in which you will reach new leads and clients. However, in many cases, it’s not just who you are talking to and what platforms you’re using that puts you on the… Read more »


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15 Cheap Marketing Ideas for Real Estate Agents on a Budget

Let’s say you’re a real estate agent who’s fairly new to the business, or you’re a broker who’s starting to build a team, and you’ve got to figure out how to manage marketing for a small business on a tight budget. Well, rest easy because you’ve come to the right place! I’ve got some inexpensive… Read more »


Training for Real Estate Agents: Beyond the Brokerage

Real estate is an information-rich industry, and being a real estate agent requires you to continue to learn and grow throughout your career. While there’s a lot to be said for getting out there and putting boots on the ground to learn about your local market, you’ll probably find that you need more instruction than… Read more »


woman standing in front of house

10 Best Ways to Connect with Younger Homebuyers

According to NAR’s mid-year demographic survey, the average real estate agent is a 55-year-old white female who attended college and is a homeowner. By contrast, the median age of first-time homebuyers is 33. That means that real estate professionals may not be plugged in to the platforms and processes that make for effective marketing and… Read more »


How to Get the Most out of Your Name Searches on Google

If people are curious about you and want to learn more about your business, it’s likely that they might Google your name for more information. This can easily sway their opinion one way or another and, in some ways, offers a valuable first impression to potential clients. A lot of what is available on Google… Read more »