CRMs and Salesforce In this episode of the podcast we talk about the good practices and not so good practices you may be using with your CRM, whether it is Salesforce, Wealthbox, RedTail or Junxure. Oliver Sholder is a Salesforce consultant and founder of Everpeak Partners. He joins the show to share a few unique […]
Identify the best way to approach a client, prospect or family member using the DISC Personality Test via Crystal Knows. Find where you land on this circle here for FREE. Digital Marketing 4 Financial Planners · Greg Skloot with Crystal Knows on DISC Personalities If the Golden Rule is to “do onto others as you […]
Clients ask me, why did you make a digital presence map? What is a “digital presence” anyways?? The short answer is, the map isn’t the territory; and it sure helps to know where you want to go! How we use the map to establish a winning digital presenceOur client process uses the Digital Presence Map as a diagnostic […]
Do you have a hole in your digital presence? A lot of advisors do. I think some of it is because of how business used to work but I think it’s also because planners aren’t aware of the series of objections that a prospect needs to have sated before they are going to pick up […]
Why use video in your marketing strategy? Many people think it’s cost prohibitive. It doesn’t have to be. It is important to think about the time and money it will save. There are huge benefits to having one or more videos as collateral. A good video adds consistency to your brand. “Video offers financial advisors a great […]
Why are those animation videos so engaging? You know the ones with the expansive whiteboard and markers with a narrative that seems to be both spontaneous and well narrated. I love how they seem to make incredible points and keep you wondering what is next. Jill Addison of FA Client Machine joins the podcast to […]