FREE Training for Financial Advisors (Investment & Insurance)
How Would You Like To Generate 5,10, Event 20 "High-Value" Prospects & Booked Meetings Every Single Month On Demand And With Predictability
Summary
In this video I share The 3 Key Marketing Investments you must make in order to grow your practice. Most financial advisors don't have a big picture view on how they should budget for marketing.
Always remember to tell your prospects (but also make sure you follow the same rule when it comes to business growth and marketing)
Rule #1 - There is no "return" without "investment" - it must be done in the right order - investment first followed by return (with some risk obviously)
Rule# 2 - There is no "insurance claim" without "premium" - it must be done in the right order - premium first followed by claims (should something go wrong)
Here’s what I cover:
1. Training - Why learning budget is key to growth each year.
2. Software Tools - Investing in the tech stack will improve your productivity and efficiency. Invest in good software.
3. Advertising spend - Learn to buy customers via paid advertising. All big and successful companies pay to get market attention.
Check out this video and let me know what you think in the comments below.
To Your Success (that relies on social media)
Deepak Patel
Want to get notified when I release new videos? Subscribe to my YouTube channel here.
OFFICES
We have office in Canada and a distributed team across US and Canada.
Ph: 847 450 0481
email: deepak@advisorlearn.com
COMPANY
RESOURCES
FOLLOW US
© Copyrights by AdvisorLearn.com. All Rights Reserved.