Appreciative Coaching with Jody Jacobson

 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 […]

Attract Your Ideal Clients With Ease

Know their interests wants and desires

Is your data secure?

Business grade sync and backup is better.

Deeper answers with Motivational Interviewing

Introduction Your clients have many answers within them. Your job is to help them by asking the right questions, so they find those answers. One of your roles, as their financial advisor, is to ask the questions that are crucial for the next steps of their life and to facilitate a process that helps your […]

Marketing Ideas for Remote Financial Planners

a few months ago

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 right place for each message?

Download the Digital Presence Map to see the big picture

The SafeHaven™ Data Centers

The Data Centers that protect ComConnect File Sync and CloudFinder users data

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