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 […]
Know their interests wants and desires
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 […]
Business grade sync and backup is better.
How your Digital Presence affects you clients, prospects and Financial Planning 3.0 This speech was developed for the 2019 FPA Retreat in La Jolla, California. Jake takes you on a journey that dives into your prospect’s process to become a client. He shares how your digital presence can amplify your message. Bringing your thought leadership […]
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 […]
Download the Digital Presence Map to see the big picture
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 […]
This is a special announcement that I’ve been waiting to share with you for months. I am proud to share that the CFP Board and the Financial Planning Association are working together on a new scholarship titled the Richard B.(Dick) Wagner Memorial Scholarship Fund. The announcement was made last week at #FPARetreat18, at the Wigwam in […]
The Data Centers that protect ComConnect File Sync and CloudFinder users data
