Search results “Marketing strategies for financial planning”
Financial Advisor Marketing Plan
In this video Matt Oechsli, President of The Oechsli Institute, gives five tips on how financial advisors can build a proven marketing plan designed to attract affluent clients. Learn more about our financial advisor coaching program: https://www.oechsli.com/coaching | 800.883.6582 -- Tip #1: Determine Your Ideal Client Profile. Are you focused on bringing in clients with $1 million or more in investable assets? Are you focused on small business owners? Professionals? Are you dealing with C-suite executives? Your starting point is to identify your ideal client profile. Tip #2: Match Your Ideal Client Profile to Our Affluent Research It's important that you understand what type of marketing the affluent respond to. Where are their eyes and ears? Our affluent research is very clear, there are five high-impact marketing activities today's affluent respond favorably to: 1. Personal Introductions 2. Referral Alliance Partners 3. Socializing and Networking 4. Word-of-Mouth Influence 5. Intimate Client Events Tip 3#: Take Inventory of Your Affluent Clients and Referral Alliance Partners Each of your affluent clients have seven spheres of influence. Within these spheres of influence are your personal introductions. The seven spheres are: 1. Family 2. Neighbors 3. Colleagues 4. Organizations 5. Recreation 6. Professionals 7. Friends Your goal is to uncover prospects through each of these seven spheres. Not all of them are going to be ideal prospects, but you will find your fair share. You also need to assess the CPAs and attorneys you are targeting to and make certain their clients fit your ideal client profile as well. Tip #4: Create Your Relationship Management and Relationship Marketing Calendar Next, plan the social interactions you will be having with clients and referral alliance partners. Plan the social events you will be attending and determine the intimate events you will be hosting. We recommend at least bi-monthly intimate events. The idea is to put structure around your relationship management and relationship marketing plan. Tip #5: Create a Budget So, you have a great relationship management and relationship marketing plan - let's put some dollars behind it. Our research tells us that elite advisors spend four percent or more of their total revenue on their relationship management and relationship marketing budget. This is an investment in your practice. You are schmoozing your clients and at the same time, marketing for new clients. Now you have a great plan, designed for a financial advisors, but the best plan is worthless without execution. If you are challenged at all with execution, reach out to us. We are happy to help. -- Since 1978, The Oechsli Institute has helped financial advisors achieve their goal of reaching more affluent clients and building long-term personal relationships with those clients. For more than three decades, they have conducted ongoing studies on both the affluent, in their decision making patterns, and elite advisors in their marketing and sales tactics. The goal is to help advisors and teams improve their sales and marketing efforts, modernize their service models -- all while strengthening the loyalty of their affluent clients. Books: Best Practices of Elite Advisors (NEW book by Matt Oechsli & Stephen Boswell!) https://www.oechsli.com/catalog/books... The quickest way for a financial advisor to become an Elite Advisor is to model the Best Practices of Elite Advisors. This book is designed to serve that purpose; a road map for replicating the actions of the industry's elite. Becoming a Rainmaker (by Matt Oechsli) https://www.oechsli.com/catalog/books... Simply put, Rainmakers are those financial professionals who consistently bring in new affluent relationships. They are the highest compensated financial professionals, they are the most sought after financial professionals, and they are not for hire. Rainmakers are self-made. If you have not become a Rainmaker and want to, this book is an invitation directed personally to you. Buckle up your seatbelt, because "Becoming a Rainmaker" will teach you how to: 1) Develop the mindset of a Rainmaker 2) Execute the High-Impact activities of a Rainmaker 3) Master the affluent Sales Skills of a Rainmaker.
Views: 8715 Oechsli Institute
Marketing for Financial Advisors in 6 Easy Steps
https://blog.twentyoverten.com/how-to-start-marketing-a-new-financial-planning-business/ Are you frustrated with your marketing plan? Many advisors don't have an effective marketing strategy and are concerned about the future of their firm. If that sounds like you, you're not alone! During this free webinar with Claire Aiken of Indigo Marketing you will learn about: - Marketing 101 in a Digital World - Top Advisor Websites - Creating Powerful Calls to Action - Building Effective Landing Pages - Blogging Basics - Supercharging with Social Media
LinkedIn Marketing Strategies for Financial Advisers - Get More Clients!
Are you looking for LinkedIn marketing strategies for financial advisers or your financials services company? In this webinar we talk about how financial advisers can leverage Linkedin's community of over 600M business professional to build a powerful brand, get more clients and generate financial services leads consistently. LinkedIn Marketing for Financial Services and LinkedIn Lead Generation for Financial Advisers Webinar. On the Bibby Consulting YouTube channel you can find social media webinars, free training, live events, #AskNat epsiodes, #LinkedInHeroes interviews and all our best videos. Help us reach 1,000 subscribers - www.youtube.com/user/bibbyconsulting?sub_confirmation=1 Nathanial Bibby is a digital marketer and founder of Bibby Consulting Group, a full-service digital marketing agency specialising in B2B lead generation. With over 12 years of Digital Marketing experience, Nathanial has been at the forefront of the information age. LinkedIn Strategies for Financial Advisers - Sales Prospecting on LinkedIn for Financial Services and Financial Advisors During his career, he has helped 4,000+ businesses throughout Australia and South East Asia gain a competitive edge through effective business growth strategies. ---- LinkedIn Strategies for Financial Advisers - Sales Prospecting on LinkedIn for Financial Services and Financial Advisors Thank you for watching this video. I hope that you keep up with videos we post on the channel, subscribe, and share your learnings with those that need to hear it. Your comments are invaluable, so please participate! ---- Download some free gifts, get access to exclusive offers, live events and industry updates here: http://bibbyconsultinggroup.com.au/freegifts Follow us: Instagram: http://instagram.com/bibbyconsulting Facebook: http://facebook.com/bibbyconsulting Twitter: http://twitter.com/bibbyconsulting Google+:http://plus.google.com/+BibbyconsultinggroupAu LinkedIn: http://linkedin.com/company/bibby-consulting-group Bibby Consulting: http://bibbyconsultinggroup.com.au Nathanial Bibby: http://nathanialbibby.com.au LinkedInsider: http://linkedinsider.com.au LinkedIn Strategies for Financial Advisers - Sales Prospecting on LinkedIn for Financial Services and Financial Advisors #SOCIALMEDIA #MARKETING #ENTREPRENEUR #bibbyconsulting
Views: 4126 Nathanial Bibby
The Top 6 Niches for Financial Advisors
Attention Financial Advisors: Discover the Top 6 most profitable niches for you to become an expert in. Joe Simonds of Advisor Internet Marketing covers the very best niches that today's financial advisors should be looking to create niches in. Let's face it, if you want to be at the top of your game as a financial advisor you need to be an expert. And what better way to become an expert than to pick a niche, learn everything you can about that specific niche, and then own it! This video will teach you about the pros and cons of the top 6 niches for financial advisors today. As each niche certainly does have both pros and cons. The great news is that you can even combine the niches into something that works perfect for you. For more on marketing for financial advisors check out: http://www.AdvisorInternetMarketing.com
How the Best Financial Advisors Prospect
How the Best Financial Advisors Prospect? How do you reinvigorate your business plans – especially your prospecting efforts – into a well-orchestrated, easy to implement, step-by-step PainFREE prospecting process? In this segment, we look at the #1 challenge faced by most financial advisors . . . prospecting. Learn how to develop your Ideal Client Profile, your Unique Value Proposition, and your Targeted Introduction Process. Prospecting Doesn't Need to Be Hard! Learn more at www.advice2advisors.ca
Views: 7016 Daniel Collison
Secrets of Highly Successful Financial Advisors: Top Producing Financial Advisor Secrets
http://www.ultimatemarketingmagician.com/apply Secrets of Highly Successful Financial Advsors: Go to http://www.ultimatemarketingmagician.com/apply/ to book your strategy session with Seth Greene and his team to get these amazing secrets of highly successful financial advisor top producers implemented in your practice today. Only 12 slots remain. Financial Advisor Marketing Financial Advisor Marketing Program Financial Advisor Marketing Strategies
Views: 4717 Seth Greene
Steve Jobs' amazing marketing strategy - MUST WATCH
Check out these books about Steve Jobs: * Steve Jobs: https://amzn.to/2PGH3nM * The Presentation Secrets of Steve Jobs: https://amzn.to/2JB1j55 * Becoming Steve Jobs: https://amzn.to/2QgZKf8 * Steve Jobs: The Man Who Thought Differently: https://amzn.to/2AHIqdQ * Steve Jobs (Movie): https://amzn.to/2CZgLq3 Steve Jobs shares his amazingly different approach to marketing and how he used it to build Apple into one of the largest companies in the world. * Join my BELIEVE newsletter: http://www.evancarmichael.com/newsletter/ Transcript: To me….marketing is about values. This is a very complicated world. It’s a very noisy world. And we’re not going to get a chance to get people to remember much about us. No company is! And so, we have to be really clear on what we want them to know about us. Now Apple, fortunately, is one of half-a-dozen best brands in the whole world. Right up there with Nike, Disney, Coke, Sony — it is one of the greats of the greats. Not just in this country, but all around the globe. But even a great brand needs investment and caring if it’s going to retain its relevance and vitality. And the Apple brand has clearly suffered from neglect in this area in the last few years. And we need to bring it back! The way to do that is NOT to talk about speeds and fees. It’s NOT to talk about bits and mega-hertz. It’s NOT to talk about why we are better than Windows. The dairy industry tried for 20 years to convince you that milk was good for you. It’s a lie, but they tried anyway. And the sales were falling. And then they tried “Got milk” and the sales went up. “Got milk” wasn’t even talking about the product. In fact, it focuses on the absence of the product. But the best example of all, and one of the greatest jobs of marketing that the universe has ever seen, is Nike. Remember, Nike sells a commodity. They sell shoes!!! And yet, when you think of Nike you feel something different than a shoe company. In their ads, as you know, they don’t ever talk about the product. They don’t ever tell you about their air soles and why they are better than Reebok’s air soles. What does Nike do in their advertising? They honor great athletes. And they honor great athletics. That’s who they are, that’s what they are about! Apple spends a fortune on advertising — you’d never know it….you’d never know it! So…when I got here, Apple just fired their agency and there was a competition with 23 agencies that…you know…four years from now we would pick one. And we blew that up and we hired Chiat\Day, the ad agency that I was fortunate enough to work with years ago and created some award winning work including the commercial voted the best ad ever made, 1984 (by Advertising Professionals). And…we started working about eight weeks ago, and the question we asked was, “Our customers want to know who is Apple and what is it that we stand for…where do we fit in this world?” And what we’re about isn’t making boxes for people to get their jobs done — although we do that well. We do that better than almost anybody, in some cases. But Apple is about something more than that! Apple at the core…its core value — is that, we believe that people with passion can change the world for the better. That’s what we believe! And we have had the opportunity to work with people like that. We’ve had the opportunity to work with people like you; with software developers, with customers, who have done it. In some big, and some small ways. And we believe that, in this world, people can change it for the better. And that those people who are crazy enough to think that they can change the world are the ones that actually do! And so, what we’re going to do in our first brand marketing campaign in several years, is to get back to that core value! A lot of things have changed. The market is in a total different place than where it was a decade ago. And Apple is totally different — and Apple’s place in it is totally different. And believe me, the products, and the distribution strategy, and the manufacturing are totally different…and we understand that. But values and core values — those things shouldn’t change. The things that Apple believed in at its core, are the same things Apple really stands for today. ENGAGE * Subscribe to my channel: http://www.youtube.com/subscription_center?add_user=Modelingthemasters * Leave a comment, thumbs up the video (please!) * Suppport me: http://www.evancarmichael.com/support/ CONNECT * Twitter: https://twitter.com/evancarmichael * Facebook: https://www.facebook.com/EvanCarmichaelcom * Google+: https://plus.google.com/108469771690394737405/posts * Website: http://www.evancarmichael.com EVAN * About: http://www.evancarmichael.com/about/ * Products: http://www.evancarmichael.com/zhuge/ * Coaching: http://www.evancarmichael.com/movement/ * Speaking: http://www.evancarmichael.com/speaking/
Views: 1467415 Evan Carmichael
Financial Planning in Hindi
Let's Make Your Business Digital With Lapaas. Join Our Most Advanced Digital Marketing Course. That will cover 23 Modules of Business And Digital Marketing like SEO, SEM, Email Marketing, Social Media Marketing, Affiliate Marketing, Digital Identity Creation, blogging, advanced analytics, blogging, video production, Photoshop, business Knowhow, etc To Know More Call +919540065704 or Visit https://lapaas.com/ Lapaas - Best Digital Marketing Institute 455 Shahbad Daulatpur, Delhi-110042 Nearest Metro Station Samaypur Badli Or Rithala Share, Support, Subscribe!!! Youtube: https://www.youtube.com/IntellectualIndies Twitter: https://twitter.com/Intellectualins Facebook: https://www.facebook.com/IntellectualIndies Facebook Myself: https://www.facebook.com/princesahilkhanna Instagram: https://www.instagram.com/intellectualindies/ Website: sahilkhanna.in About : Intellectual Indies is a YouTube Channel, Intellectual Indies is all about improving Mentally, Emotionally, Psychologically, Spiritually & Physically.
Views: 26973 Intellectual Indies
What Does a CFO Do, Strategic & Financial Planning
http://GatewayCFO.com - Where is your business going? Have you looked at your company's plan, both strategic and financially? In this installment of "What Does a CFO DO" we talk about the CFO's role in the strategic and financial planning process. For a small business owner, with a company of any size, it's critical that you have a trusted advisor on your team to guide you through this process. Often times, the first step is to work with your CFO to develop and implement a planning process. This includes a structure for developing annual business plans (including detailed financial budgets), and a system to monitor and report on variances from the plan. If your business is lacking this structure, it's difficult to achieve accountability and maximize performance. It is often the CFO and the business managers that lead, refine, and implement these processes. This planning process is important for many financial reasons, one of which being that it will allow your business to be run in a more controlled manner. Capital expenditures should ideally be made within the context of a pre-established budget. Somebody wants to buy a new tractor, or a new computer...what's in the budget? Your CFO should establish these budgets annually and update as needed to adapt to changing business conditions. Along the same lines, the CFO should evaluate potential purchases and leases, ensuring that they not only fit within the capital budget but also offer the best option for the company's needs. Is your company looking at growth or expansion? This requires in-depth planning to insure that your staffing, facilities, and cash resources are up to the task. Your CFO should incorporate growth implications into your financial projections. The CFO should lead monthly and quarterly meetings with management to review variances from the budget, and present budget updates for the future. It is typically the CFO's role to challenge management on their assumptions, considering their past performance and the company's constraints. Operations and sales personnel are often optimistic in nature, and it's important that the business is operating from a conservative viewpoint. Overstating/projecting your profit or revenue does nothing but harm. Aside from the financial planning, it is also the CFO's responsibility to assist the owner/CEO in the development of the company's mission statement, objectives, and strategies. A CFO can not be focused solely on numbers. They must have operations and general management experience, and be well versed in marketing and sales. At a minimum, your CFO should be working closely with department heads to ensure they are tapped in to the pulse of the company. With this visceral understanding of the company's capabilities and strengths, the CFO should prove to be a trusted advisor to the owner/CEO in charting the organizations near future. Be sure to watch the next video in the "What Does a CFO Do" series on "Stakeholder Relations", and definitely stop by GatewayCFO.com to get your FREE copy of Cash Flow Clarity, a cash planning system that will finally allow you to get your cash flow under control, make more money, and regain your peace of mind.
Views: 19032 GatewayCFO
Six Facebook Marketing Tips Every Financial Advisor Should Know
Facebook is an AMAZING tool for generating a steady stream of new clients leading straight your financial advisory practice. Schedule Best Year Ever Consultation: http://www.cegworldwide.com/social/byec-yt Receive a comprehensive analysis of your practice and our personalized recommendations to dramatically accelerate your success. Visit our website: https://www.cegworldwide.com Share this video: https://youtu.be/AIZBgDQzUR4
Views: 3959 CEGAdvisorCoach
How to Create an Effective Action Plan | Brian Tracy
Everyone has goals, but some people seem to be more successful than others in achieving them. That’s because people who accomplish goals at a higher rate are those who have developed a personal action plan. In this video, I'll share my best strategic planning skills so that you can create your own action plan. http://bit.ly/2tJ0q4Y Goal setting and achievement can be a difficult process, but with the right action plan anything is possible! Click the link above if you want to gain clarity on exactly what you want to achieve in every area of your life in just 14 days. “Your problem is to bridge the gap between where you are now and the goals you intend to reach.” @BrianTracy (Click to tweet: http://ctt.ec/8hv42) ___________________ Learn more: Subscribe to my channel for free offers, tips and more! YouTube: http://ow.ly/ScHSb Facebook: http://www.facebook.com/BrianTracyPage Twitter: http://www.twitter.com/BrianTracy Google+: +BrianTracyOfficialPage Pinterest: http://www.pinterest.com/BrianTracy Instagram: @TheBrianTracy Blog: http://bit.ly/1rc4hlg personal action plan, time management, how to plan, planning, plan your day, setting goals, goal-setting, planning tips, daily planning,
Views: 641026 Brian Tracy
Diversify Your Marketing Strategy - 6 Tips
I recently read Unshakeable by #1 New York Times Best Seller Tony Robbins, I could not help but relate how investing and financial planning relates to Marketing and planning for business success. I took 6 tips inspired from his book and wanted to share those with you today. Diversify - If you only rely on paid ads, you lead flow can stop the moment money is tight, if you only rely on SEO, an algorithm can change and crush your primary funnel. Social media ads are wild west of algorithms… etc. Email Marketing, and SMS allow you to work a funnel who opts in, this can lead to 20%+ of your business sales if not utilized. Reallocate & Rebalance - Harry Markowitz recommends rebalancing your portfolio yearly. This is no different with Marketing. When its paid ad season, take full advantage! When its your slow season, invest in SEO, and reoccuring sales from current clients. Selling out leads to taking major losses when you are actually on a great road path. All businesses have up and down seasons. Marathon not a sprint - Warren Buffets says the stock market is a device for transferring money from the impatient to the patient. -- You will get random emails saying “I will get you on page 1 within a month, I know the algorithm like the back of my hand” - you will also get quotes requiring a 1-2 year contract. Our plans are 6 months, make sure you find a partner who doesn’t not promise the world and does not lock you in for life. Like any investment it takes time..but with how many fly by night marketers are out there, it is no wonder people are scared to invest in marketing, just like the stock market! Find a trustworthy partner - It is unbelievable the amount of small businesses who have been hurt either from shady marketers or investment brokers alike. Make sure you find someone you can trust, who has all channels in mind. I have never met someone who has 3-4 financial planners. Why should you have have 1 person for PPC, one for SEO and one for social management, along with a email manager. Our world is SO VERY CONNECTED, find someone who can manage this in one place so they can pivot and correct when needed. All channels work together! Negativity and Loss Aversion - Psychologists Daniel Kahneman and Amos Tversky demonstrated how financial loss cause people twice as much pain as the pleasure they receieve from gain. We were wired to act irrational. One reason the best investors are successful is they override this feeling to sell when they are struggling. This is why it is important to pivot and change your strategy based on what works best. Online there are endless possibilities! Confirmation Bias / Recency Bias - We tend to seek out info that confirm our own thoughts, or reaffirm what we have recently experienced. This relates to tip 2 in a way. We must keep the ability to pivot and rebalance our marketing strategy. Planning for the future of your business or your family takes dedication, and a healthy gut to weather the storm. There is a reason 75% of small businesses fail. Do you believe in your dream? Do you believe in your passions? If so, follow these 5 tips, hustle hard, and I would bet you will find great results. Conclusion - Thanks for watching. If you found this content helpful please take a second to like it and share anybody else that might find it interesting. Also, leave us a comment if you have any questions or tips of your own to share! Thanks for watching and make sure to follow us for more great content just like this in the future! --- Marketing 360® is the #1 Marketing Platform® for Small Business. It has everything you need from design, to marketing, to CRM. Powered by Madwire® - voted one of the Nation's Best Places to Work by Glassdoor in 2016 & 2017! Follow Us: Marketing 360® Website: https://www.marketing360.com/ Madwire® Website: https://www.madwire.com/ Facebook: https://www.facebook.com/marketing360/ Instagram: https://www.instagram.com/marketing360 Twitter: https://twitter.com/fuelsyourbrand Pinterest: https://www.pinterest.com/fuelyourbrand/ Snapchat: https://www.snapchat.com/add/fuelyourbrand Youtube: https://www.youtube.com/marketing360
Views: 1051 Marketing 360
How to Build a Basic Financial Projection - Business Finance
http://GatewayCFO.com - Building a projection or budget for your business doesn't have to be a daunting task. Understanding your goals and tracking your progress against them can be a straightforward exercise, and doesn't have to require a ton of your time. In this video, Josh Turner with Gateway CFO Solutions shows you how to build a basic projection for your company's P&L or Income Statement. Business finance doesn't have to be complicated, and this screencast will quickly get you on the road to building your own financial projections. Be sure to visit GatewayCFO.com for more finance resources and tutorials that can help you achieve your profit potential, and to download a sample Excel template of this financial projection.
Views: 387238 GatewayCFO
What is Strategic Planning, Really?
Before starting any strategic planning process, it is essential to make sure your staff or team members have the same expectations of what the outcomes will be. This video explains the different possible outcomes that can arise from strategic planning. It can range from simply having an articulated plan, to a full-blown organizational transformation. Choose the result that is right for your organization. More information is available at http://OnStrategyHQ.com. Want more practical tips and insights on strategic planning? Subscribe to our channel here - https://www.youtube.com/channel/UCc5cYNhQ8oYNdjmXBy7Z-ug Download a FREE Complete Guide to Strategic Planning - http://onstrategyhq.com/complete-strategy-guide/ Follow us on Facebook - https://www.facebook.com/OnStrategyHQ/?fref=ts Connect with us on LinkedIn - https://www.linkedin.com/company/onstrategy Connect with Erica Olsen on LinkedIn - https://www.linkedin.com/in/ericajolsen
Views: 573709 virtualstrategist
Financial Advisor Marketing Strategy
http://www.OnlineProfitStrategy.com Do you have a marketing plan for business? Here's the first step...
Views: 500 doggiedesigner
Retirement Planning and Maintenance: Marketing and Selling Tips for Life and Annuity Agents
Visit http://www.ohlsongroup.com or give us a call today at 1-877-844-0900 for more information.
Key Startup Financial Terms - Creating The Killer Business Plan
Click here for full course playlist: http://www.youtube.com/playlist?list=PL7x45KHuu46kGtrHZiobtpnkhi8YhfJ6w The foundation of every business, whether seeking funding or simply planning for the future, is to create a killer business plan that slays the competition. Let Kyle Murphy, an Entrepreneurship Lecturer at Pepperdine University, teach you everything you need to know about your business income statements, cash flows, marketing & sales and more. Create a winning pitch deck that will blow prospective investors away, and learn the secrets from entrepreneurs who've been there. For more information and resources, be sure to check out http://www.docstoc.com. There you'll have access to an array of valuable tools to help you start and grow a business. And for additional video courses, check out http://www.docstoc.com/courses.
Views: 29816 docstocTV
Financial planning and marketing strategy for business plans
Financial planning and marketing strategy for business plans http://www.bionet-us.org https://bionet.biotechwithoutborders.org/1864-field-artillery-tactics-u.s-department.pdf
Views: 1 Fjghmk Ghghj
Financial Advisor Marketing: The Death of Lead Generation for Financial Advisors
Lead generation for financial advisors is DEAD 💀 ‍‍‍‍‍‍ ‍‍ Here’s what you need to focus on instead. Schedule a strategy session to learn more about how we can help you fast track your marketing: http://bit.ly/talktoBC OR Follow us on social... Continue the conversation with Patrick on Facebook: http://bit.ly/patbrewerfb Join Our Facebook Community for Fiduciary Financial Advisors: http://bit.ly/jointhefoundry Listen on Soundcloud: http://bit.ly/breweraudio
Views: 505 Brewer Consulting
Social Media Marketing for Financial Advisors Webinar
We've just seen an important shift in marketing for financial advisors. For some top advisors, more leads are now coming from their social media channels than their websites alone. In this exclusive webinar on social media, guest expert Amy Mcilwain from Hootsuite Advisor Tools joins us to share her insights, examples, and best practices. Amy is Hootsuite’s global industry principal and author of the book The Social Advisor: Social Media Secrets of the Financial Industry, which has been featured as a best-seller on Amazon. She has appeared on FOX, CBS, ABC, and NBC as a social media expert, and delivers keynote presentations to financial service organizations around the world. In this exclusive webinar, we'll cover: • What is the value of social media? • What should advisors be sharing on social? • How are top advisors getting new business on social? • How can you engage more prospects? • How can you automate and streamline your social posts? • What are the benefits of using Hootsuite's advisor tools? Watch now to boost your social media leads today! __ Get My Free Weekly Marketing Tips for Financial Advisors: https://indigomarketingagency.com/newsletter Sign Up to See More Free Webinars: https://indigomarketingagency.com/newsletter Connect on LinkedIn: https://www.linkedin.com/in/claireakin/ Take Our Exclusive Online Courses: https://indigomarketingagency.com/courses-and-books/ Ask a Question Anytime: [email protected] Thanks for watching! Claire Akin runs Indigo Marketing Agency, a marketing firm serving top independent financial advisors. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis. It’s her goal to help specialist advisors target their ideal prospects with content marketing.
Sales and Marketing Strategies for Financial Advisors
Proceed directly to the front of the line -- a line of more than 100,000 advisors. In the Sales & Marketing Strategies session, you'll learn to distinguish yourself from the fractured, competitive mass that is the wealth management market.
Views: 7333 tds5000000
Niche Marketing Strategies for Financial Advisors | Riches in the Niches Review
https://mydigitalinsuranceagency.leadpages.net/digitial-insurance-agency/# Niche Marketing Strategies for Financial Advisors | Riches in the Niches Review In this video, I share my insight into why becoming a niche insurance agent/advisor can position you as a professional and as someone that can have the most positive impact on their clients. The whole saying goes - "If you marketing to anyone, you are marketing to no one" Who are you marketing to? Have you identified those guidelines? How will you reach them? In what form of marketing will you reach them on? These are all questions that need to be addressed when marketing your financial services practice. Like, comment and share this video with someone in the financial services industry that desires greater results from their marketing efforts. To Your Success, Roger A. Silvera http://youtu.be/ORYB2yS-0HY
Views: 246 Roger Silvera
Financial Planner Marketing
http://www.next10clients.com - Certified Financial Planner Kristin Harad details why it is vital for financial planners to develop a niche marketing strategy and marketing plan to best grow their practice.
Views: 3082 VitavieFinancial
How To Write a Business Plan To Start Your Own Business
Start Your Own Business by Writing Business Plan. How to write a successful business plan for successful startups. Step By Step - How to write a business plan an effectively for starting your own business. Watch 11 Elements of Sample Business Plan - https://www.youtube.com/watch?v=i1b0_UdeOTI TOP 10 TIPS Before Starting Your OWN BUSINESS : https://youtu.be/wxyGeUkPYFM Join our Young Entrepreneurs Forum - http://www.youngentrepreneursforum.com/ #youngentrepreneursforum Do you need a business plan for successful startups in India, USA, UK & Canada. Starting an own business needs working plan which compiles some important details about product & company. Problem Solving Skills To Start a Small Business - https://www.youtube.com/watch?v=I9Ho3jFvq6I #startsmallbusiness 9 Steps For Writing a Business Plan - Required Steps to Write a Business Plan for your company or service. Step 1 - Define your vision 1:16 Step 2 - Set your goals and objectives for the business 1:50 Step 3 - Define your Unique Selling Proposition 2:29 Step 4 - Know your market 3:02 Step 5 - Know your customer 3:57 Step 6 - Research the demand for your business 4:47 Step 7 - Set your marketing goals 5:52 Step 8 - Define your marketing strategy 6:38 Step 9 - Take Action! 7:20 These all Steps are very important while you are writing a business plan for starting your own business. Life of Riley by Kevin MacLeod is licensed under a Creative Commons Attribution license (https://creativecommons.org/licenses/by/4.0/) Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1400054 Artist: http://incompetech.com/ You must have to focus on Idea, Product,Strategy,Team, Marketing and Profit while you are writing business plan for your successful stratups.
Views: 1581831 Young Entrepreneurs Forum
Launching Your Product: Here's What To Do Before Anything Else
Join Online Business Mastery Accelerator: https://onlinebusinessmasteryaccelerator.com/?utm_medium=social&utm_source=youtube&utm_campaign=online-business-mastery-accelerator-promo&utm_term=launching-your-product-heres-what-to-do-before-anything-else&utm_content=lc-youtube-description In this video I share with you a process for launching your product. Here’s what to do before anything else. The purpose of a product launch is to drive traffic and sales to your online business, so that it can grow and thrive. Launching a new product is a great way to attract new customers, but it takes time to plan and execute. Many entrepreneurs feel the need to promote their products right away, and end up rushing the process. The result can be disastrous. In the words of David Ramsey, "People are in such a hurry to launch their product that they seldom look at marketing from a bird's eye view and they don't create a systematic plan." A successful product launch starts with a great strategy, and I'm here to walk you through it. Are you ready to learn the step-by-step process for launching your product? Here's what to do before anything else. This page contains affiliate links. If you purchase a product through one of them, I will receive a commission (at no additional cost to you). I only ever endorse products that I have personally used and benefitted from personally. Thank you for your support! ★☆★ VIEW THE BLOG POST: ★☆★ https://projectlifemastery.com/launching-your-product-heres-what-to-do-before-anything-else/?utm_medium=social&utm_source=youtube&utm_campaign=blog-post-promo&utm_term=launching-your-product-heres-what-to-do-before-anything-else&utm_content=lc-youtube-description ★☆★ SUBSCRIBE TO ME ON YOUTUBE: ★☆★ Subscribe ► http://projectlifemastery.com/youtube ★☆★ FOLLOW ME BELOW: ★☆★ Blog ► https://www.projectlifemastery.com/?utm_medium=social&utm_source=youtube&utm_campaign=homepage-promo&utm_term=launching-your-product-heres-what-to-do-before-anything-else&utm_content=lc-youtube-description Twitter ► http://www.projectlifemastery.com/twitter Twitter ► http://www.twitter.com/stefanjames23 Facebook ► http://www.projectlifemastery.com/facebook Facebook ► http://www.facebook.com/stefanjames23 Instagram ► http://projectlifemastery.com/instagram Instagram ► http://www.instagram.com/stefanjames23 Snapchat ► http://projectlifemastery.com/snapchat Periscope ► http://projectlifemastery.com/periscope iTunes Podcast ► http://www.projectlifemastery.com/itunes ★☆★ ABOUT PROJECT LIFE MASTERY: ★☆★ The Project Life Mastery YouTube channel is the place to be for motivational, inspiring, educational, and uplifting self improvement videos. You can also follow for videos about online business, Amazon, and making money online! ★☆★ MY PRODUCTS & COURSES: ★☆★ Life Mastery Accelerator ► https://projectlifemastery.com/lifemasteryacceleratorcourse/?utm_term=launching-your-product-heres-what-to-do-before-anything-else Online Business Mastery Accelerator ► https://projectlifemastery.com/onlinebusinessmasteryacceleratorcourse/?utm_term=launching-your-product-heres-what-to-do-before-anything-else Morning Ritual Mastery ► https://projectlifemastery.com/morningritualmasterycourse/?utm_term=launching-your-product-heres-what-to-do-before-anything-else Affiliate Marketing Mastery ► https://projectlifemastery.com/affiliatemarketingmasterycourse/?utm_term=launching-your-product-heres-what-to-do-before-anything-else Kindle Money Mastery ► https://projectlifemastery.com/kmoneymasterycourse/?utm_term=launching-your-product-heres-what-to-do-before-anything-else 24 Hour Book Program ► https://projectlifemastery.com/24hourbookcourse/?utm_term=launching-your-product-heres-what-to-do-before-anything-else Kindle Optimizer ► https://projectlifemastery.com/koptimizercourse/?utm_term=launching-your-product-heres-what-to-do-before-anything-else ★☆★ MERCHANDISE: ★☆★ Mastery Apparel ► http://www.masteryapparel.com ★☆★ RECOMMENDED RESOURCES: ★☆★ https://projectlifemastery.com/resources/?utm_medium=social&utm_source=youtube&utm_campaign=plm-resources-page-promo&utm_term=launching-your-product-heres-what-to-do-before-anything-else&utm_content=lc-youtube-description
Views: 93918 Project Life Mastery
What “Works” In Digital Marketing And Social Media Advertising For Financial Advisors
An "#OfficeHours with Michael Kitces" Periscope, talking about what "works" in digital marketing and social media advertising for financial advisors. For further details, see https://www.kitces.com/blog/financial-advisor-social-media-advertising-pay-per-click-digital-marketing/
Views: 3202 Michael Kitces
Financial Advisor Marketing: How to Convert More Prospects Into Clients
Want to convert more financial advisory prospects into clients? Start by NOT solving their problem... Get your FREE copy of The Definitive Guide to an Effective Online Marketing Strategy for Financial Advisory Practices: http://bit.ly/brewerguide Follow us on social... Continue the conversation with Patrick on Facebook: http://bit.ly/patbrewerfb Join Our Facebook Community for Fiduciary Financial Advisors: http://bit.ly/jointhefoundry Listen on Soundcloud: http://bit.ly/breweraudio
Views: 685 Brewer Consulting
Financial Advisor Digital Marketing Strategy - Call us (713) 857-8403
Financial Advisor Internet Marketing Program Overview http://financierseo.destinymarketingsolutions.com/our-approach/ Visit our site to learn how we can help your financial advisory services firm with digital marketing and help you increase your assets under management and grow your book of clients. After financial advisors see our information, they really want to understand what our Internet marketing program is, how it works, and how our clients have been able to get to the top of the search engines and generate a lot more leads and sales. Online marketing moves at the speed of light. To keep up, you need a strong foundation with the judgment to think critically, act independently, and be relentlessly creative. That’s why we made this video to empower you with the mental building blocks to stay ahead in an aggressive industry. When planning a internet marketing strategy for your company, it is important to make informed decisions in order to get the most for your money. SEO software and SEO agencies are both very important when it comes to marketing your business online, but how can we evaluate that which one is more effective? The internet has evolved at a staggering rate in the past few years. People can purchase products or services from businesses all over the world regardless of where they live or where the business is located. However, despite this there are some businesses which simply can’t offer their services to a worldwide audience. For example, builders, plumbers and hairdressers all need to rely on local trade to survive and this is where local SEO comes in.
Views: 1801 Financier SEO
INCOME Strategy:- Part 4 : Financial planning-CASH FLOW {Malayalam} Harry
INCOME Strategy:- Part 4 : Financial planning-CASH FLOW {Malayalam} Harry #Harryslifetips #Incomestrategy #CashFlow INCOME Strategy:- Part 1: Multiple source of INCOME : Active Vs Passive Income { Malayalam} Marketing strategies for new business: https://www.youtube.com/watch?v=7GTs61KlXMg&t=69s Business Plan: https://www.youtube.com/watch?v=GqaZEPb-wRY&t=24s Customer relation tips: https://www.youtube.com/watch?v=Z5GVcupUzB0&index=2&list=PLIrByg6ciu0IBQ70Re_ysqWWSEJ1Dt5Fg Sales presentation: https://www.youtube.com/watch?v=6o2tHJ1sgn4&index=3&list=PLIrByg6ciu0IBQ70Re_ysqWWSEJ1Dt5Fg Sales meetings: https://www.youtube.com/watch?v=iofJc3bz1T8&list=PLIrByg6ciu0IBQ70Re_ysqWWSEJ1Dt5Fg&index=4 Right age to start business: https://www.youtube.com/watch?v=BOaOIsXlKP4 DMAT ACCOUNT https://www.youtube.com/watch?v=tqM7LFjw184&t=13s SECONDARY INCOME: https://www.youtube.com/watch?v=psYNfDdLMO0 Traps in share market: https://www.youtube.com/watch?v=Y7qzuc0zahg&t=47s Risk Management in share market: https://www.youtube.com/watch?v=ZdLeysag_wY&t=544s Best time to enter share market: https://www.youtube.com/watch?v=DvT83p1Pt60&t=9s Who makes the money, when you work. #Harryslifetips #Incomestrategy #who makes money, when you work #harrysLifeTips #harryLifeTips #harry #lifeTips #harrysLife # harrys #startingABusiness #howToStartABusiness #onlineBusiness #bestBusinessIdeas #businessTips #entrepreneurship #howToMakeMoneyOnline #noCapitalBusinessIdea #profitableSmallBusinessIdea #businessIdeaMalayalam #businessDevelopment #businessDevelopmentInterview #lowInvestmentBusiness #manufacturingBusinessIdea #businessIdeaInMalayalam #bestBusinessOf2019 #bestBusinessWhichCanStartIn2019 #businessNews #businessNewsToday #MBA #developYourBusiness #youngEntrepreneursForum #businessPlan #businessMotivationalVideos #BusinessMotivational Malayalam videos #closingTheSales #salesStrategies #salesTraining #HowToCloseTheSale #BestSalesTechniques #socialMedia #HowToAskSalesQuestions #HowToRunASalesMeeting #quickTipsToCloseTheSales #HowToIncreaseTheSales #salesForceTrainingVideos #salesman #salesGirls #HowToSell #SellMeThisPen #selling #sellAnything #salesInterview #salesTechniques #howToImproveSales #salesAdvice #SalesPractice #financeEducation #finance #financeMajor #financeDegree #howToManageMoney #howToBeRich #onlineMoney #taxSaving #howToAvoidTax #howToPayTax #TaxSlab #RichDadPoorDad # #financeManagement #Savings #savingsMethod # #stockMarket #LatestShareMarketNews #shareMarketTips #latestShareRecommendation #latestStockPicks #tradingStrategy #latestStockMarketVideos #IndianStockMarketNews #shareMarketMalayalam #shareMarketTips #shareMarketBasicForBeginnersInMalayalam #LatestShareMarketNewa #latestShareMarketTips
Views: 201 Harry's Life Tips
Easy Marketing Tips for Advisors | Financial Planning
Done For You Leads Success Story - Retirement planner marketing campaigns http://doneforyouleads.com LinkedIn marketing and B2B prospecting
Views: 335 Mojo Global
Steve Jobs Marketing Strategy - Sell Your Ideas the Apple Way - Dan Lok
★☆★BONUS FOR A LIMITED TIME★☆★ You can download Dan Lok's best-selling book F.U. Money for FREE: http://stevejobs.danlok.link ★☆★Subscribe to our channel★☆★ https://www.youtube.com/user/vanentrepreneurgroup?sub_confirmation=1 Steve Jobs has an amazingly different approach to marketing. Find out how he used it to build Apple into one of the largest companies in the world. Dan "The Man" Lok, a multi-millionaire and serial entrepreneur, and an international best-selling author. Dan is considered the world’s leading expert in internet marketing and is referred to by many as the “Millionaire Mentor.” In fact, if you Google “Dan Lok”, you’ll see his name is all over 1,000,000 web pages! (ONE MILLION) Companies under his leadership generate more than $18+ million in sales a year, and tens of millions of dollars in revenue in the last few years. Dan is one of the rare keynote speakers and business consultants that actually owns a portfolio of highly profitable business ventures. Visit http://danlok.com for his latest blogs, news, tips, podcast, and where to catch him LIVE! ★ Remember to Like, Share and Subscribe for more videos! ★ ★☆★ Subscribe to Dan Lok's Podcast ★☆★ Imagine standing on the shoulders of the titans of entrepreneurship – some of world’s most successful and influential individuals – and be able to listen in on their content-rich conversations. Subscribe to the World's #1 Business Podcast for Entrepreneurs and High Achievers: http://www.shouldersoftitans.com ★☆★Subscribe to our channel★☆★ https://www.youtube.com/user/vanentrepreneurgroup?sub_confirmation=1 ★☆★Share this video★☆★ ★☆★Watch more videos★☆★ https://www.youtube.com/user/vanentrepreneurgroup/playlists ★☆★Connect with Dan Lok★☆★ Dan's Official Website: http://www.danlok.com Facebook: https://www.facebook.com/danlokfan Twitter: https://twitter.com/danthemanlok Linkedin: https://www.linkedin.com/in/danlok Amazon: http://www.amazon.com/Dan-Lok/e/B002BLXW1K Keywords: internet millionaire, online millionaire, internet entrepreneur, become an entrepreneur, online business, entrepreneurship, Dan Lok, internet marketing, build a business, how to start your own business, successful young entrepreneurs, start a business, create a business, vancouver entrepreneurs, vancouver millionaire, financial freedom, financial success, motivation speech, motivational speaker, inspirational speeches, business success, dan the man lok, grow business, entrepreneur advice, entrepreneur motivation, steve jobs, apple
Views: 167129 Dan Lok
Financial Advisor Marketing: How to Explain the Value of Your Advice to Prospects
How do you respond when a prospect tells you…“I don’t understand the value of your advice, what’s the ROI?” Check out Pat's response that turned him from ‘skeptic’ to client. Get your FREE copy of The Definitive Guide to an Effective Online Marketing Strategy for Financial Advisory Practices: http://bit.ly/brewerguide Follow us on social... Continue the conversation with Patrick on Facebook: https://www.facebook.com/brewerconsulting/ Join Our Facebook Community for Fiduciary Financial Advisors: https://www.facebook.com/groups/117198802285353 Listen on Soundcloud: https://soundcloud.com/brewerconsulting
Views: 581 Brewer Consulting
Marketing for Financial Advisors Part 2
Financial advisors are always looking for ways to market themselves. In this video, Tony discusses the pros and cons of 4 marketing strategies for financial advisors. But, what if you could throw your marketing budget out the window and spend that money on yourself and your family? Watch to learn how. http://www.myperfectclient.com/marketing-financial-advisors-part-2/ Download your FREE Toolkit http://bit.ly/1DBEbN0
Views: 346 PerfectClient
How to Develop a Winning Financial Advisor Marketing Plan
Done For You Leads Success Story - How to Develop a Winning Financial Advisor Marketing Plan http://doneforyouleads.com LinkedIn marketing and B2B prospecting
Views: 204 Mojo Global
*Digital Marketing for Financial Advisors* Where to Start?
*Digital Marketing for Financial Advisors* can seem like a chore. This is the first of a four-part series to get you on a fast track to creating content and getting it in front of your ideal prospects. I've created a brand new Secret Community for financial advisors who are serious about digital marketing. You can find it by going to: https://www.celebrityfinancialadvisor.com and clicking the join link in the menu. Feel free to connect with me: Professional: https://www.facebook.com/celebrityfinancialadvisor/ Personal: https://www.facebook.com/Meaghan-Howes-1389979667707566/ LinkedIn: https://www.linkedin.com/in/meaghan-howes-23548710/ Looking forward to connecting soon! Much Love, Meaghan Howes You can find other resources here: 25 Creative Financial Advisor Marketing Ideas & Strategies https://fitsmallbusiness.com/financial-advisor-marketing-ideas/ May 25, 2018 - Here are the top 25 financial advisor marketing ideas from the pros. Cultivate an Interesting, Relatable Hobby. Let Professionals Run Your Facebook Campaign. Sponsor Local Teams or Events. Follow Up with Your Existing Clients. Use a CRM to Close More Business. Start a “Lunch and Learn” Series. Build Your Brand via ... 27 Financial Advisor Marketing Ideas & Strategies That Work! https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-tha... Need financial advisor marketing ideas & strategies? In this massive 5500+ word post, I give you 27 of the best marketing ideas, tips and strategies to help ... Digital marketing for financial advisors | Financial Planning https://www.financial-planning.com/news/digital-marketing-for-financial-advisors Dec 4, 2018 - “People are searching for advisors online and advisors have to get out of their comfort zone,” said Robert Sofia, CEO of digital marketing firm ... 8 Easy & Creative Marketing Ideas for Financial Advisors https://www.advisorwebsites.com/blog/easy-marketing-for-financial-advisors Nov 20, 2018 - Have you been looking for marketing ideas for you as a financial advisor? Well, if so, then you are in the perfect place! We've compiled 8 easy ... Content Marketing for Financial Advisors Done Right - LYFE Marketing https://www.lyfemarketing.com/blog/content-marketing-for-financial-advisors/ Oct 18, 2018 - Content marketing for financial advisors is an important process in marketing your financial planning business to prospective clients. Sample Niche Marketing Plan Template For Financial Advisors https://www.kitces.com/.../niche-financial-advisor-sample-marketing-plan-template-tac... Apr 16, 2018 - Why it's easier to market to a niche as a financial advisor, as well as a sample marketing plan template for advisors. All Nerd's Eye View Articles On Financial Advisor Marketing - Kitces.com https://www.kitces.com/blog/category/20-financial-advisor-marketing/ 4 days ago - Articles about financial advisor marketing strategies, by Michael Kitces of the Nerd's Eye View blog. The Worst Kind of Financial Advisor Marketing | ThinkAdvisor https://www.thinkadvisor.com/2018/.../the-worst-kind-of-financial-advisor-marketing/ Oct 30, 2018 - In the context of financial advisor marketing, how many times have you ... I often hear this from marketers and consultants who want advisors to ... Financial Advisor Marketing l Paladin Digital Marketing https://www.paladindigitalmarketing.com/ Paladin Digital Marketing has been providing lead generation and digital marketing services for RIAs and financial advisors since 2003. Marketing for Financial Advisors | The Ultimate Guide to Growing Your ... https://indigomarketingagency.com/marketing-financial-advisors/ Marketing for Financial Advisors, the most important fundaments that financial advisors can use to develop powerful marketing strategies. Learn more here!
Views: 15 Meaghan Howes
Niche Marketing for Financial Advisors & Wealth Managers
Summary If you are Financial Advisor or Wealth Manager then selecting a “niche” is one of the core business and marketing strategy “The man who chases two rabbits catches none” - You have probably heard this and it is very true especially for Financial Advisor who wants to get clients.. With 2019 around the corner, most Financial Advisors are putting their business plan, this video will help you use one of the most powerful strategy. Here’s what I cover: What is “Niche” Strategy for Financial Advisors Why is it crucial to have a “Niche” How to select your “Niche” Check out this video and let me know what you think in the comments below. To Your Success! Deepak Patel Business & Marketing Consultant for Financial Advisors & Wealth Managers www.corefunnels.com
Views: 45 Deepak Patel
Top 10 Most Effective Strategies for Marketing | Motivational Videos | BV Pattabhiram
Top 10 Most Effective Marketing Strategies revealed by BV Pattabhiram with English Subtitles. Know how to create an effective Business Marketing Plan in this video. For more Personality Development & Motivational Videos stay tuned to BV Pattabhiram Channel - http://bit.ly/2hJaf8W #Psychologicalfacts #Humanmind #Personalitydevelopment #Motivation #BelieveInYourself #BuildYourConfidence #BVPattabhiram #Hypnotism #Marketing CLICK HERE TO WATCH: ⏩ How to Set Goals in Life and Achieve Them - http://bit.ly/2tlND92 ⏩ How to Manage Time Effectively by BV Pattabhiram - http://bit.ly/2u7VjJ8 ⏩ Latest Motivational Videos in Telugu - http://bit.ly/2vBtDfk Dr. BV Pattabhiram, PhD is a Post Graduate in Psychology, Philosophy, a PG Diploma holder in Guidance and Counselling, and PhD from Osmania University. He has been conducting workshops on Soft Skills / HRD and motivating helping professional, businesses, students, schools, Government entities, families, and many others. Follow us on : Subscribe : https://www.youtube.com/user/bvpattabhiram Like : https://www.facebook.com/bvpattabhiram Visit : www.pattabhiram.com/
Views: 498937 BV Pattabhiram
Financial Planning Presentation - Avoid This Retirement Mistake
http://bit.ly/1Km3nI1 Financial Planning Presentation - Avoid This Retirement Mistake Avoid this retirement mistake when you are financial planning. What you need to know about how to retire properly. You can start today by using a little known strategy that you'll see in this video that can help you get there. Believe it or not, gold bullion can play an important part in bringing retirement into your life and is becoming a more mainstream suggestion to consider. Learn how to use gold to retire, how to properly save gold and money, how to accumulate wealth, and preserve your purchasing power. Do your own due diligence before making any decision. For more information or to buy gold for your retirement visit: http://bit.ly/1Km3nI1 DISCLAIMER: Every effort has been made to accurately represent Karatbars Marketing Plan and it's true potential. This is an affiliate strategy only and does not reflect the views nor the requirements of Karatbars International. All earnings or income examples will depend solely on the ideas, techniques, knowledge, skills, and time invested into your independent business. Karatbars does not guarantee any results or success level and is not responsible for any financial decisions you make in relation to promoting Karatbars. Any and all income examples used by Karatbars or it's affiliates are not to be considered average earnings. It is mutually agreed that Karatbars, it's affiliated entities, principals, employees, are in no way responsible for the success or failure of your business decisions relating to any information presented in this video. You agree to hold harmless Karatbars, it's affiliated entities, principals, employees, and any other affiliates from and against any claims for damages, monetary or otherwise, for any reason involving or arising from this program. © Copyright. Unauthorized duplication of this recording is prohibited by law. https://www.youtube.com/watch?v=9v-fw7OsiKs
Views: 3276 Financial Planning
Business Financial Plan | Expense Planning | Revenue Planning | Cash Flow
http://www.businessplanwriter.me/financial-plan/ We help you create your accurate Business Financial Plan, Expense Plan, Revenue Plan and Cash Flow Plan for any industry.
Views: 16932 Jan Wall
Financial Advisor Marketing: How to Add More High Value Clients to Your Advisory Practice
Add more high value clients to your advisory practice using this little-known online marketing strategy. Bonus: learn how to avoid the top 2 mistakes financial advisors make when trying to grow their practice online. Get your FREE copy of the video funnel talked about in the video sent straight to your Facebook Messenger: http://bit.ly/bcvideofunnel OR Schedule a strategy session to learn more about how we can help you fast track your marketing: http://bit.ly/talktoBC Follow us on social... Continue the conversation with Patrick on Facebook: https://www.facebook.com/brewerconsulting/ Join Our Facebook Community for Fiduciary Financial Advisors: https://www.facebook.com/groups/117198802285353 Listen on Soundcloud: https://soundcloud.com/brewerconsulting
Views: 195 Brewer Consulting
Client Acquisition Strategies for Financial Advisors (2/5) : The Clarity of Purpose
http://www.youtube.com/playlist?list=PL1e2zsRDw1sGIZqcqWQVEGhItO7qeC2mv . The 2nd principle of growth is "The Clarity of Purpose". There are 4 Phases of Growth and Career Satisfaction that involves 5 Important Principles according to Wayne Cotton: The Power of Purpose, The Power of Profile, The Power of Program, The Power of Process, The Power of Performance. In this video, Wayne shares his own story of failure and his personal pathologies that lead him to his ground breaking revelation of principles of growth to all financial advisors. He explains how his failures made him understand himself and become more productive in his practice that led him new levels of revenue. His color coded calendar is a popular graphic that has been adopted as a planning format for thousands of financial advisers and insurance professionals. Wayne is fond of saying, "Planning your time first is like saving money. Syndicated financial columnist and talk show host Steve Savant interviews author, platform speaker, MDRT and Top of the Table producer Wayne Cotton on his career winning strategies that have achieved some of the most remarkable results in the industry. http://www.youtube.com/playlist?list=PL1e2zsRDw1sGIZqcqWQVEGhItO7qeC2mv Host: Steve Savant Let's Get Down To Business-Show Address: 236 N. Country Club. Suite 2, Mesa, Az. 85201 Tel: (480) 305-0404
Advanced Facebook Ads Strategy for 2018!!
SCALE TO 6 & 7 FIGURES: https://www.mikevestil.com/masterclass FREE Mastermind Group: http://www.mikevestil.com/mastermind FREE Financial Freedom Resources: http://www.mikevestil.com/start Here is an advanced Facebook ads strategy to explode your online business ★★ MY PRODUCTS & COURSES: ★★ My Book ► https://www.mikevestil.com/my-book/ Passive Income Course ► https://mikevestil.com/passiveincome Shopify Dropshipping Course ►https://mikevestil.com/academy ★★ MY CAMERA GEAR ★★ My main go to vlogging camera ► https://goo.gl/R6V82F My main lens ► https://goo.gl/ugWRHn My main tripod ► https://goo.gl/FgsGGN My main mic ► https://goo.gl/17hSKX Beginner friendly camera ► https://goo.gl/NH4z81 My 4k video camera ► https://goo.gl/TbHgxQ My Go pro ► https://goo.gl/xa2A31 My main drone ► https://goo.gl/Q66k1h Subscribe to Get Notified for Next Live Stream: https://goo.gl/DVEiJj (a.k.a. smash the notification bell) My Background Story: ↪︎https://www.youtube.com/watch?v=ncOVM5nSqRM How to Make Money Online Playlist: ↪︎https://www.youtube.com/playlist?list=PLLZxYJMvowLgvuRlJ7gAdc5AOCqeAOsWg Affiliate Marketing Playlist: ↪︎https://www.youtube.com/playlist?list=PLLZxYJMvowLgETtaHAvwo572OUpbmdDVC Shopify Dropshipping Playlist: ↪︎https://www.youtube.com/playlist?list=PLLZxYJMvowLgq8ocIlZ4-zgq2ZuqjHmhQ Cryptocurrency Playlist: ↪︎https://www.youtube.com/playlist?list=PLLZxYJMvowLgiUWHXGqPJH5Ajqm-JP8_5 Best of Mike Vestil Playlist: ↪︎https://www.youtube.com/playlist?list=PLLZxYJMvowLjjA1kt0mFfDhGjCNIKbUE- WATCH ALL THE VLOGS FROM EPISODE 1: ↪︎https://www.youtube.com/playlist?list=PLLZxYJMvowLiFboleINIKkKEa6GhHhNs4 **DISCLAIMER** I am not a financial advisor and anything that I say on this YouTube channel should not be seen as financial advice. I am only sharing my biased opinion based off of speculation and my personal experience. You should always understand that with investing there is always risk. You should always do your own research before making any investment. Music: https://soundcloud.com/daniel-jacobsen-andreas/gryffin-illenium-feel-good-danez-remix-1 licensed under a Creative Commons License.
Views: 115564 Mike Vestil
How to Properly Manage Your Money Like the Rich | Tom Ferry
It's not about how much money you earn. It's what you do with the money that matters. In this video, I'm going to show you a business strategy on how to manage your money. I'm not gonna tell you what to invest in. That's not my role. Here are the best ideas of what the best professionals do to manage their money. Learn more from Tom LIVE at the next Summit event: https://tfi.media/2UC21rg ------------ I hope you got some helpful tips and new ideas from this video. To ensure you don't miss all my FREE training videos all you have to do is sign up here with your email: http://bit.ly/TomFerry-VideoTraining Get a FREE copy of my new book: http://bit.ly/2Bblstw Download FREE Agent Scripts and Resources: http://bit.ly/2iDEjpJ Tom Ferry Coaching: http://bit.ly/2eP8UlA Tom Ferry Events: http://bit.ly/2gQBjbD Join Tom's VIP List: http://bit.ly/2sMb73n ------------- Connect with me on my other social channels: Website - http://TomFerry.com Facebook - http://facebook.com/TomFerry Twitter - http://twitter.com/TomFerry YouTube - http://youtube.com/CoachTomFerry Instagram - http://instagram.com/TomFerry Podcast - http://soundcloud.com/CoachTomFerry
Views: 7609878 Tom Ferry
15 Business Books Everyone Should Read
15 Business Books Everyone Should Read | SUBSCRIBE to ALUX: https://www.youtube.com/channel/UCNjPtOCvMrKY5eLwr_-7eUg?sub_confirmation=1 Free Audio Book: https://www.alux.com/freebook Get Rich Playlist: https://www.youtube.com/watch?v=nllZrOoxpzc&index=1&list=PLP35LyTOQVIsxb5Mf-Pr1xHJMZPtdIX8q Business Books Mentioned in this video: 1.Napoleon Hill: Think and Grow Rich - http://amzn.to/2zr0Hck 2. The Secret - http://amzn.to/2Bn8xVA 3. Rich Dad Poor Dad by Robert T. Kiyosaki - http://amzn.to/2hVXSIR 4. The Intelligent Investor by Benjamin Graham - http://amzn.to/2Bml23D 5. Money Master The Game by Tony Robbins - http://amzn.to/2A9ll4k 6. The 4 Hour Work Week by Tim Ferris - http://amzn.to/2iQBSjE 7. The Millionaire Fastlane by MJ DeMarco - http://amzn.to/2k2EluD 8. The Power of Habit by Charles Duhigg - http://amzn.to/2zsdKKx 9. Atlas Shrugged by Ayn Rand - http://amzn.to/2iQCplE 10. How to Win Friends & Influence People by Dale Carnegie - http://amzn.to/2zp5Xx4 Bonus: How to Win Friends in the Digital Age by Dale Carnegie - http://amzn.to/2A9ZrxO 11. The $100 Start-Up by Chris Guillebeau - http://amzn.to/2zpymDa 12. The Monk Who Sold His Ferrari by Robin Sharma - http://amzn.to/2hQnVkW 13. E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It - http://amzn.to/2hQokUu 14. The 10X Rule: The Only Difference Between Success and Failure by Grant Cardone - http://amzn.to/2zDNCQX 15. Zero to One by Peter Thiel - http://amzn.to/2iTWHee In this Alux.com video we'll try to answer the following questions: What are the best business books in the world? Which books should I read? What are the best entrepreneurship books? Which books should i read if I want to be successful? How to start a business books? What are the best book about making money? What are the best self-help books? Which business book should I buy? What are some of the best business books? What are the best, most practical business books to help me in life and business? What are the top 10 best business books? What are the best business strategy books? What are the best books to learn about business? What are the best business books for the beginners? What books should I read before I start a small business? Which books are 'must read' for start up tech entrepreneurs? What books should I read as an aspiring entrepreneur? What books have helped you as an entrepreneur? WATCH MORE VIDEOS ON ALUX.COM! Most Expensive Things: https://www.youtube.com/watch?v=Ay0u3dJRZas&list=PLP35LyTOQVIu4tNnitmhUqIjySwUhfOyl Luxury Cars: https://www.youtube.com/watch?v=m5GhenZZs1k&index=1&list=PLP35LyTOQVItrVHGzdB9KY-Sbjq4gU-Ym Becoming a Billionaire: https://www.youtube.com/watch?v=Skwfwf2SNpw&index=6&list=PLP35LyTOQVIsO8kOTx8-YOgwkGvrPtJ3M World's Richest: https://www.youtube.com/watch?v=rAy_G-1JF74&index=1&list=PLP35LyTOQVIvthSKr0S3JdjWw3qA9foBa Inspiring People: https://www.youtube.com/watch?v=lMjO3Gg45pM&list=PLP35LyTOQVItaKCX5o3yaje6_H9D-GuEM Travel the World: https://www.youtube.com/watch?v=-Blsz2JbdgM&t=2s&index=23&list=PLP35LyTOQVIt823Sy_C3-166RLzONbw6W Dark Luxury: https://www.youtube.com/watch?v=ch7JWVk8Ldk&index=6&list=PLP35LyTOQVIvQU6lzpW5_lryMmdB6zncU Celebrity Videos: https://www.youtube.com/watch?v=UuhPRVdDli0&list=PLP35LyTOQVIuJuINlyvSU2VvP6pk9zjUk Businesses & Brands: https://www.youtube.com/watch?v=Xr2YdBz2uWk&list=PLP35LyTOQVIv0fNwEgqmkrDd9d9Nkl7dz - Follow us on INSTAGRAM for amazing visual inspiration: https://www.instagram.com/alux/ & Don't miss the latest Luxury News only on Facebook: https://www.facebook.com/ealuxe --- Alux.com is the largest community of luxury & fine living enthusiasts in the world. We are the #1 online resource for ranking the most expensive things in the world and frequently refferenced in publications such as Forbes, USAToday, Wikipedia and many more, as the GO-TO destination for luxury content! Our website: https://www.alux.com is the largest social network for people who are passionate about LUXURY! Join today! SUBSCRIBE so you never miss another video: https://goo.gl/KPRQT8 -- To see how rich is your favorite celebrity go to: https://www.alux.com/networth/ -- For businesses inquiries we're available at: https://www.alux.com/contact/
Views: 1236541 Alux.com
Financial Advisor | Dan Sullivan - Strategic Coach Reviews Us
When we were 7 Figure Advisor (we re-branded to CWA Network) we were glad to hear Dan Sullivan speak about Financial Advisor Marketing and prospecting the affluent in the 21st century is leap years ahead of the seminar and referral marketing of the past. Learn more about us: https://www.youtube.com/watch?v=ktrtyBQ9jNQ A quick review of how we can help financial advisors: https://www.youtube.com/watch?v=QJLCg8oNdOA How successful financial advisors spend their time: https://www.youtube.com/watch?v=hbYV0Hm6z_8 The three types of financial advisor: https://www.youtube.com/watch?v=L9aG--Gu72Y& Maximizing new introductions: https://www.youtube.com/watch?v=j18Irl6oTIA
Views: 12033 CWA Network
Philip Kotler: Marketing Strategy
Philip Kotler is the undisputed heavyweight champion of marketing. He's authored or co-authored around 70 books, addressed huge audiences around the world and consulted some of the biggest brands. In this video, he shares his insights with the London Business Forum. London Business Forum offers a programme of fun and insightful events. Presented by some of the world’s most inspired and inspiring people, our events provide a burst of fresh thinking without taking you out of the office for too long. Website: https://www.londonbusinessforum.com/ Follow London Business Forum on Twitter: https://twitter.com/LBFEvents Like London Business Forum on Facebook: https://www.facebook.com/londonbusinessforum Subscribe to our channel: https://www.youtube.com/user/londonbusinessforum
Views: 736898 London Business Forum
#23, Financial planning and capital structure(Class 12 business)
class 12 business studies... financial planning ... capital structure... mind your own business video 23 • Our books are now available on Amazon  Special Combo - Economics on your tips Micro + Macro - http://amzn.in/d/eSxj5Ui  Economics on your tips Macroeconomics - http://amzn.in/d/2AMX85O  Economics on your tips Microeconomics - http://amzn.in/d/cZykZVK • Official series of playlists  Class 12 complete course( in 1 day ) - https://www.youtube.com/playlist?list=PLlg2Ec6t76gDDDqfx2OE88w45mo6sWf90  Class 11 complete course - https://www.youtube.com/playlist?list=PLlg2Ec6t76gBcbJQ_esKn3f_RLiiIwCex  Case study series - https://www.youtube.com/playlist?list=PLlg2Ec6t76gAsIavzSMlKWtZJkXrez3Sf • Our other channels  Accounts adda - https://www.youtube.com/channel/UC8oozlFrNYYprZlYLmdRtgg  Economics on your tips - https://www.youtube.com/channel/UCUpHeFrAvoqcdGgl_W83x6w • In order to promote us and help us grow - Paytm on – 7690041256 • For sending your wishes and greetings Address - Gaurav Jain ( 7690041256 ) Shop number 23 , Paliwal pipe fittings navjyoti road, Kaiserganj Ajmer ( Rajasthan ) Pincode - 305001 #business #class12 #bst -~-~~-~~~-~~-~- "How to prepare for business exam | Class 12 board exam | preparation |" https://www.youtube.com/watch?v=HaW4qGVoJMw -~-~~-~~~-~~-~-
Views: 343105 Mind your own business
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கார் வாங்கலாமா??? #Business ,#retirementplan,#Financialplanning Home loan process, Home loan interest rates, Home loan kiase le, Home loans for first time buyers, Home loan subsidy scheme 2018, Home loan tips india tamil, Home loan tamil, Home loan calculator, Retirement investment planning, Reitirement investment options, Retirement investment, Retirement investment strategies, Retirement investment companies, Retirement investment formula, Retirement investment for dummies, Retirement investment for blunders to avoid, After retirement investment plan, Marketing management, Marketing, Marketing mix, Marketing strategies, Marketing management class 12, Marketing environment, Marketing tips, Marketing research, Financial planning, Financial planning class 10, Financial planning in hindi, Financial planning for beginners, Financial planner, Financial planning class 10 problem, Financial planning and analysis,