Midstream Marketing
DECEMBER 28, 2024
This unique way of marketing focuses on being creative and making a big impact without a big budget. Its about discovering new and authentic ways to reach your audience, all while staying within budget and using the resources you have. This is true for financial advisors who have a small budget. There isnt just one way to do it.
FMG
JUNE 13, 2025
How Social Security Seminars Convert Prospects Social Security remains one of the most in-demand topics for pre-retirees. Offering a no-pressure, information-rich seminar positions you as a helpful expert rather than a salesperson. What’s a good budget per attendee? One advisor held theirs right in the office parking lot.
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Sara Grillo
MARCH 8, 2024
Question from a subscriber: “ I’ve been giving seminars the local library. ” Here are some seminar marketing tips for financial advisors who want to get new clients and develop relationships with their community. Weave your pitch into the seminar in a natural way through stories. Ready to go get ’em?
Norman Marks
JULY 3, 2024
There are ways to do this without the budget to attend conferences and seminars. None of us are perfect. We should all be working to upgrade our skills every day. We can improve ourselves, even if we think we are excellent, in one or more of these areas: Understanding the business, including the business environment […]
Million Dollar Round Table (MDRT)
SEPTEMBER 24, 2023
Our strategy is run on a shoestring budget, but we have garnered better-quality prospects who are more closely aligned with how we operate and what we offer. I use detailed procedures to ensure this happens in my business, and you can easily adapt them for your own prospecting.
Advisor Perspectives
JANUARY 17, 2024
Digital events are more environmentally friendly than in person ones, but did you know that studies show that marketing webinars generate as much as five times more qualified leads than the same budget spent on marketing seminars?
James Hendries
JANUARY 8, 2023
Depending on your situation, this may involve attending financial seminars, using budgeting apps, or working with a financial professional. If you are having trouble with financial wellness, look for tools and education to help you develop a healthier relationship with your finances.
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