/ by Don Connelly / Marketing Yourself / 0 comments
During the pandemic, advisors seeking to gather and engage with targeted audiences had no choice but to take their show online. For those who studied and implemented the best practices of webinar marketing, the results have been excellent, producing waves of new prospects at a fraction of the cost of in-person seminars.
In this post-pandemic environment, webinars continue to be highly effective when done right. For people seeking financial information, attending online venues from the comfort of their homes or offices has become much more preferable than in-person seminars.
While putting on a webinar can be as easy as creating a PowerPoint, uploading it to a presentation platform, and making a link available, there is no guarantee of success. In fact, there are plenty of reasons why financial advisor webinars often fail. Here are five such reasons.
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5 Reasons Financial Advisor Webinars Fail
/ by Don Connelly / Marketing Yourself / 0 comments
During the pandemic, advisors seeking to gather and engage with targeted audiences had no choice but to take their show online. For those who studied and implemented the best practices of webinar marketing, the results have been excellent, producing waves of new prospects at a fraction of the cost of in-person seminars.
In this post-pandemic environment, webinars continue to be highly effective when done right. For people seeking financial information, attending online venues from the comfort of their homes or offices has become much more preferable than in-person seminars.
While putting on a webinar can be as easy as creating a PowerPoint, uploading it to a presentation platform, and making a link available, there is no guarantee of success. In fact, there are plenty of reasons why financial advisor webinars often fail. Here are five such reasons.
Read more
6 Marketing Ideas for Financial Advisors Adapting to a Post-COVID World
/ by Don Connelly / Marketing Yourself / 0 comments
The recent COVID diagnosis of President Trump, the First Lady, and a number of other White House staff should be a wake-up call to all of us. Don’t get cocky, and don’t get lazy. While it’s not as lethal as many of us feared in February and March, it’s still a very contagious virus.
So, it’s going to be a while before we can go pressing flesh in person like so many advisors have done for generations. Gone are the Chamber meet-and-greets and going door-to-door doing face-to-face prospecting with business owners.
But people still have financial needs, and we’ve got to find ways to reach them. Don’t get call shy! Now more than ever, people need to hear from us!
That means most of us need to be upgrading and modernizing our marketing approach in the Era of COVID.
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Objection Handling – Is It Possible to Forestall Objections?
/ by Don Connelly / Don Guest Authoring at..., Prospecting / 0 comments
This is a guest post by Don Connelly, originally published on FA Magazine website.
The late Zig Ziglar observed that every sale has five basic obstacles: no need, no money, no hurry, no desire, or no trust. Which of these obstacles is a Financial Advisor likely to experience and can they be forestalled?
We can eliminate three of those obstacles as unlikely.
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Inflection Points – The Science of Relational Milestones
/ by Brian Church / Managing the Relationship, What's New / 0 comments
I have had the pleasure of working with Financial Advisers for a number of years and I don’t think it is a secret that the strength of an adviser’s practice is measured in the quality and quite often, the profitability of his or her relationships.
No matter the endeavor, we are always in the pursuit of gaining Trust, Value and Momentum for our Relationships. There is certainly an Art and Science to creating Relational Momentum and today, we will take a look at the Science through Relational Milestones, or as I like to call them, Inflection Points!
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