Category Archives for Digital Marketing

Appreciative Coaching with Jody Jacobson

10 months ago

 Digital Marketing 4 Financial Planners · S2EP4_Appreciative Coaching with Jody Jacobson In this episode, Jody and I talk about finding your ideal clients and then how to talk to them in a way that encourages them to tell you where they’re at and what they need. You want to set your client up to […]

Marketing Ideas for Remote Financial Planners

Bridge, connect, deliver This isn’t the best time to emphasize sales.  Right now people are in the middle of “no decision zone” and have more time. As a result, we recommend that you provide great content and build your audience.  If someone has a financial issue or concern, we want you to be the first person they […]

What is the Digital Presence Map?

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 […]

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