The Powerful Tools We Use To Grow Our Financial Advisory Practice
SOCIAL MEDIA GROWTH TOOLS
Splasheo was a key part of growing my LinkedIn following from 600 to over 8,500 in about a year. They make it easy to create videos that stand out by using a header and captions without spending any time on editing.
This recording software is how I'm able to record and upload videos to YouTube without spending much time on editing. It allows me to record through my camera and saves it directly on my computer and let's me share my iPad or computer screen while recording.
This is the secret weapon we use to grow our email list by 3-5 people per day. It's because we use QUIZZES instead of the typical "sign up for our email list". Typeform creates quizzes and surveys that look so much better than the other software, which increases their completion rate.
COURSES & MEMBERSHIPS
Monthly Content For Social & Clients
The key to growing your business is consistently staying in front of your ideal prospects.
And the easiest way to do that is through relevant social media posts and growing your email list.
Receive 12 pieces of content you can white-label and use as-is or edit as you wish.
Every month you'll receive;
- 2 Blog posts
- 2 emails for your client list or prospect list
- 2 Video Script (3-6 minutes each)
- 8 Social Media Text Posts
25 Advisors Max. 1 Advisor per zip code.
The 5-Step No-Ask Client Referral System
Referrals are the easiest and least expensive way to grow your business.
But asking for referrals can harm the relationship with our clients.
Using this 5 step system will help clients want to refer clients to you without you ever asking.
Inside this 43 Page Guide You'll Receive;
- 2 Simple Reasons Clients Refer
- 4 Questions You Have to Answer To Get A Referral
- The One Critical Tool You Must Use
- The 5-Step No-Ask Referral System
- BONUS: 9 More Tips, Tricks, & Scripts To Get More Referrals
How To Attract Ideal Clients To You
We've tested virtually every client attraction method known to advisors(except for dinner seminars and cold calling).
And we've found the 3 that have worked the best with the least time commitment.
This course will teach you;
- How to create content on LinkedIn and Facebook that people will engage with.
- Using Quizzes instead of Free PDFs/Guides to grow your email list.
- How to quickly record videos for social or YouTube without hiring an editor.
The First Meeting Formula
Learn exactly what to say and do in the first and second meetings to turn prospects into clients for life.
Warning: this is only for advisors who truly care about their clients but they need help with communicating their value and their offer.
OTHER COURSES WE'VE GONE THROUGH
OTHER TIME-SAVING TOOLS
My secret productivity hack is using Two-Way Sync with Todoist. When I learned that the most successful people I know use their calendar to schedule their most important tasks, Todoist was the tool to do just that. I've tried over 15 project and task management software and Todoist. has been the winner for the past 4 years. [Click Here To View]