July 17, 2023 / 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
July 17, 2023 / 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
Three Challenges Financial Advisors Face in Their Daily Work
September 12, 2016 / by Don Connelly / Managing the Relationship / 0 comments
A recent post on this blog outlined three challenges Advisors face when acquiring clients. This week I’ll outline three more chief challenges you are probably facing in your daily work, along with some tips on how to overcome them.
#1. Providing clients with reassurance when the markets take a downturn
Keeping clients on track when markets take a dive is a situation many advisors find tricky. But It’s essential to know how to keep clients invested for the long term.
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