Home
Search results “Marketing strategies for financial planning”
Marketing for Financial Advisors in 6 Easy Steps
 
44:50
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
Financial Advisor Marketing Plan
 
04:22
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: 9041 Oechsli Institute
LinkedIn Marketing for Financial Advisors - Lead Generation and Prospecting Strategies
 
39:22
Are you looking for LinkedIn marketing strategies for financial advisors or your financials services prospecting strategies for LinkedIn? In this webinar we talk about how financial advisors can leverage LinkedIn prospecting from over 600M business professional to build a powerful brand, get more clients and generate leads and prospects for financial advisors consistently. LinkedIn Marketing for Financial Services and LinkedIn Lead Generation for Financial Advisers Webinar. LinkedIn sales navigator, LinkedIn advertising and LinkedIn sales prospecting for lead generation are all ways to effective grow sales on social media. 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: 4496 Nathanial Bibby
Social Media Marketing for Financial Advisors Webinar
 
44:45
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.
Launching Your Product: Here's What To Do Before Anything Else
 
19:29
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: 109833 Project Life Mastery
Steve Jobs' amazing marketing strategy - MUST WATCH
 
07:08
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: 1495139 Evan Carmichael
Steve Jobs Marketing Strategy - Sell Your Ideas the Apple Way - Dan Lok
 
48:53
★☆★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: 174246 Dan Lok
Tax Planning Strategies for Financial Advisors
 
01:45
Prospecting and marketing made easy. Learn to get ahead of the competition with Tax Planning strategies that make you more referable.
Views: 47 Daniel Collison
How to Create an Effective Action Plan | Brian Tracy
 
07:38
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: 675005 Brian Tracy
The 3 Buckets Strategy of Retirement Planning
 
16:08
Audible Free Trial (Includes FREE Audiobook) - https://amzn.to/2zEFqhT Not all retirement withdrawal strategies are created equal. And that makes perfect sense because not every retiree's goals are the same. Some people are retiring well into their 70s, they realize that they likely don't have many years left to go and they're not too worried about outliving their money. They just want to enjoy life to the fullest for the time they have left. For those people, more dynamic withdrawal strategies such as the 1/N method may be a viable option to fit their needs and goals. Other retirees are retiring at a more normal age or perhaps slightly early and expect to be needing to withdraw from their nest egg for 20 or 30 years. These people may have a little bit more concern when it comes to outliving their money, but in comparison to a bare-bones early retiree, maybe not so concerned that they would be willing to forgo too many of the lifestyle perks that they have become accustomed to over the years. As such many of these retirees may want to adopt a more moderate to conservative withdrawal strategy. Still, others are retiring incredibly early or just wish to leave a lot of money to their heirs or to a charity or cause when they pass on. For these individuals, a truly conservative strategy may be in order. As you can tell in today's video we are going to be continuing our series on retirement withdrawal strategies. Today we're going to be covering a strategy called the three buckets of retirement withdrawals. As always we're going to be going over what the three buckets strategy is, why we would use it, who it would work well for, and, of course, it's pros and cons in comparison to other popular strategies. If you enjoyed this video and would like to see more I highly encourage you to check out some of the playlists below and subscribe for weekly videos: Subscribe for weekly finance videos: https://www.youtube.com/channel/UCbsDR27rGCFdDKQVRl_tgEQ?sub_confirmation=1 All of my Personal Finance videos: https://goo.gl/3qMbXW All of my Financial Independence & (Early) Retirement Videos: https://goo.gl/R5JU8E All of my Stock Market & Investing Videos: https://goo.gl/swSUQN All of my Debt-Related Videos: https://goo.gl/9HkrtF All of my Budgeting Videos: https://goo.gl/D3iiSn All of my Side Hustles/How to Make More Money Videos: https://goo.gl/oQui48 All of my Book Summaries: goo.gl/xmWeaD SUPPORT THIS CHANNEL: Audible Free Trial (Includes FREE Audiobook) - https://amzn.to/2zEFqhT Bluehost (Web Hosting) - https://www.bluehost.com/track/nextlevellife/ ConvertKit (Email Marketing) - https://mbsy.co/convertkit/42219440 TubeBuddy (Online Tool I Use to Grow My YouTube Channel) - https://www.tubebuddy.com/NextLevelLife RECOMMENDED BOOKS: The Total Money Makeover - https://amzn.to/2DaB3Ox Rich Dad, Poor Dad - https://amzn.to/2SoMI0t The Millionaire Next Door - https://amzn.to/2CJpWuS The Index Card (Why Personal Finance Doesn't Have to Be Complicated) - https://amzn.to/2Q5Jz4h Retire Inspired - https://amzn.to/2D7L12Z Early Retirement Extreme - https://amzn.to/2yGKf9g Your Money or Your Life - https://amzn.to/2Q1Ryzd The Automatic Millionaire - https://amzn.to/2D9WfEk The Behavior Gap - https://amzn.to/2CLdWJm The Intelligent Investor - https://amzn.to/2PZtz3u #FinancialIndependence #Retirement #EarlyRetirement Disclaimers: All opinions are my own, sponsors are acknowledged. Links in the description are typically affiliate links that let you help support the channel at no extra cost to you.
Views: 15207 Next Level Life
Financial Planning in Hindi
 
11:54
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: 30975 Intellectual Indies
Financial planning and marketing strategy for business plans
 
00:21
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
Martin Reeves: Your strategy needs a strategy
 
11:02
Is it possible to look ahead without stumbling over what’s in front of you? All too often companies spend precious time laying out long term strategic plans, only to discover that their maps are out of date in a month. Business strategy expert Martin Reeves offers a solution. He advocates transitioning from relying on a single "classical" approach to strategy and moving towards a more tailored approach to strategy and execution, selecting from 5 distinct patterns of success. Martin leads The Strategy Institute, BCG’s vehicle for exploring ideas from beyond the world of business, which have implications for business strategy. Current research themes include meta-strategy, evidence-based transformation, corporate longevity and strategies of sustainability. Martin joined BCG in London in 1989 and later moved to Tokyo, where he led the Japan health care practice for eight years and was responsible for BCG’s business with Western clients. He has led strategy assignments in healthcare, consumer goods, financial services, and industrial goods in Japan, the US, and Europe. He has authored numerous articles on strategy, a book on “Adaptive Advantage” and another – “Your Strategy Needs a Strategy” – will be published by Harvard Business Press in Spring 2015. About the TED Institute: We know that innovative ideas and fresh approaches to challenging problems can be discovered inside visionary companies around the world. The TED Institute helps surface and share these insights. Every year, TED works with a group of select brands to identify internal ideators, inventors, connectors, and creators. Drawing on the same rigorous regimen that has prepared speakers for the TED main stage, TED Institute works closely with each partner, overseeing curation and providing intensive one-on-one talk development to sharpen and fine tune ideas. Learn more at http://www.ted.com/ted-institute Follow TED Institute on Twitter @TEDPartners Follow more business thinking worth sharing from TED at roi.ted.com
Views: 151561 TED Institute
Secrets of Highly Successful Financial Advisors: Top Producing Financial Advisor Secrets
 
44:46
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: 5256 Seth Greene
Case Study: How 1 Financial Advisor Got 9 New Clients in 1 Month (Full 21-Minute Case Study)
 
21:49
Wishing you could crack the code on getting new clients into your financial advisory practice using digital marketing? Now you can. Watch this complete case study to discover how Mychal got 9 new clients into his practice from his digital marketing strategies in just 1 month. We'll uncover the handful of super effective strategies he used to start seeing emails popping up in his inbox and hearing his phone ring with ideal new clients looking for his help to plan their financial future. Mychal said, "It's a really good feeling when you've set up all the systems, and then you just watch it roll in." We want you to have that good feeling too! So watch this case study beginning to end to get solid direction for a successful digital marketing strategy for your financial planning practice. Then visit https://www.FAClientMachine.com to take the next step and get your video marketing dialed in.
Views: 151 Jill Addison
The Top 6 Niches for Financial Advisors
 
12:40
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
3 Keys To a Successful Marketing Plan Free Guide
 
01:14
Get the free report here http://bit.ly/2oEF0EK
Views: 890 Jolynn Oblak
Diversify Your Marketing Strategy - 6 Tips
 
05:29
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: 1074 Marketing 360
Sales and Marketing Strategies for Financial Advisors
 
00:28
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: 7334 tds5000000
Marketing for Financial Advisors Part 2
 
02:48
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: 347 PerfectClient
Financial Advisor Digital Marketing Strategy - Call us (713) 857-8403
 
01:34:04
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: 1814 Financier SEO
Niche Marketing for Financial Advisors & Wealth Managers
 
34:50
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: 90 Deepak Patel
Niche Marketing Strategies for Financial Advisors | Riches in the Niches Review
 
11:21
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: 247 Roger Silvera
The ultimate marketing to women strategy for financial advisors
 
07:47
http://www.adrimillerheckman.com Women have become a massive force and powerful asset in financial services creating a Femolution that is changing the industry for Advisors. Their influence is creating a paradigm shift by demanding more transparency, authenticity, education and trust. Financial Advisors must adapt to the new paradigm focused not on Prospecting, Selling and Closing but Building Relationships, Inspiring and Motivating.
Views: 478 Adri Miller-Heckman
financial planning 101, personal financial planning basics and fundamentals
 
43:42
financial planning 101, personal financial planning basics and fundamentals. Financial Planning is the process of estimating the capital required and determining it’s competition. It is the process of framing financial policies in relation to procurement, investment and administration of funds of an enterprise. Objectives of Financial Planning Financial Planning has got many objectives to look forward to: Determining capital requirements- This will depend upon factors like cost of current and fixed assets, promotional expenses and long- range planning. Capital requirements have to be looked with both aspects: short- term and long- term requirements. Determining capital structure- The capital structure is the composition of capital, i.e., the relative kind and proportion of capital required in the business. This includes decisions of debt- equity ratio- both short-term and long- term. Framing financial policies with regards to cash control, lending, borrowings, etc. A finance manager ensures that the scarce financial resources are maximally utilized in the best possible manner at least cost in order to get maximum returns on investment.
Financial Advisor Marketing Strategy
 
02:44
http://www.OnlineProfitStrategy.com Do you have a marketing plan for business? Here's the first step...
Views: 500 doggiedesigner
Becoming the Financial Advisor that CPAs Can't Live Without
 
01:38
Sign up for our upcoming 2 day bootcamp and become the financial advisor that CPAs can't live without: http://bit.ly/1SD12xE Anthony Lombardi goes beyond the traditional marketing seminars, lead generation strategies and all self-help books. He provides financial advisors with a real plan for success. No longer do financial advisors need to chase down leads hoping for a referral, this is a complete game changer. http://myperfectclient.com
Views: 2409 PerfectClient
Michael Morrow, CFP, Leading Marketing Strategies™
 
05:09
Put Michael's Leading Marketing Strategies to work for you. As a Financial Advisor for over 23 years, Michael Morrow CFP, knows what it takes to build a successful, referral-based business from the ground up. Michael has developed Innovative Ideas to Grow Your Business Now! As an international speaker, his marketing system and financial concepts have helped professionals all over the world grow their business and increase their client retention. For more information visit: www.ideasforadvisors.com
Views: 564 IdeasForAdvisors
What Does a CFO Do, Strategic & Financial Planning
 
03:31
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: 19315 GatewayCFO
Easy Marketing Tips for Advisors | Financial Planning
 
01:21
Done For You Leads Success Story - Retirement planner marketing campaigns http://doneforyouleads.com LinkedIn marketing and B2B prospecting
Views: 337 Mojo Global
How To Write a Business Plan To Start Your Own Business
 
08:50
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: 1729864 Young Entrepreneurs Forum
INCOME Strategy:- Part 4 : Financial planning-CASH FLOW {Malayalam} Harry
 
11:32
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: 317 Harry's Life Tips
Retirement Planning and Maintenance: Marketing and Selling Tips for Life and Annuity Agents
 
09:01
Visit http://www.ohlsongroup.com or give us a call today at 1-877-844-0900 for more information.
Stop asking for referrals and grow your financial planning and investment advisory business
 
07:40
Steve Wershing, author of "Stop Asking for Referrals" talks to Tom Reimer about the myths of growing a business via referrals. If you don't understand why referrals happen (and what's going on in the mind of your client) asking for referrals can actually have a negative and damaging impact on a relationship built on trust. Here Steve talk about the importance of both a consistent and well defined value proposition as well as a formal referral marketing strategy.
Views: 1839 Tom Reimer
Grant's Financial Plan for Millennials
 
06:05
The same financial plan I made for Jarrod can work for you, just follow the steps I outline in this video. Don't just shoot for $1 million, go for $10 million as a minimum. This is the financial plan you actually need in 2018. Don't listen to outdated baby boomer advice on buying homes, 401K's, and gambling in the stock market. ---- ►Where to follow and listen to Uncle G: Instagram: https://www.instagram.com/grantcardone Facebook: https://www.facebook.com/grantcardonefan SnapChat: https://www.snapchat.com/add/grantcardone. Twitter: https://twitter.com/GrantCardone Website: http://www.grantcardonetv.com Advertising: http://grantcardonetv.com/brandyourself Products: http://www.grantcardone.com LinkedIn: https://www.linkedin.com/in/grantcardone/ iTunes: https://itunes.apple.com/us/podcast/cardone-zone/id825614458 ---- Thank you for watching this video—Please Share it. I like to read comments so please leave a comment and… ► Subscribe to My Channel: https://www.youtube.com/user/GrantCardone?sub_confirmation=1 -- Grant Cardone is a New York Times bestselling author, the #1 sales trainer in the world, and an internationally renowned speaker on leadership, real estate investing, entrepreneurship, social media, and finance. His 5 privately held companies have annual revenues exceeding $100 million. Forbes named Mr. Cardone #1 of the "25 Marketing Influencers to Watch in 2017". Grant’s straight-shooting viewpoints on the economy, the middle class, and business have made him a valuable resource for media seeking commentary and insights on real topics that matter. He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters. #business #realestate #investing #GrantCardone #10XRule #SalesTraining #SalesMotivation Our offerings under Rule 506(c) are for accredited investors only. FOR OUR CURRENT REGULATION A OFFERING, NO SALE MAY BE MADE TO YOU IN THIS OFFERING IF THE AGGREGATE PURCHASE PRICE YOU PAY IS MORE THAN 10% OF THE GREATER OF YOUR ANNUAL INCOME OR NET WORTH. DIFFERENT RULES APPLY TO ACCREDITED INVESTORS AND NON-NATURAL PERSONS. BEFORE MAKING ANY REPRESENTATION THAT YOUR INVESTMENT DOES NOT EXCEED APPLICABLE THRESHOLDS, WE ENCOURAGE YOU TO REVIEW RULE 251(D)(2)(I)(C) OF REGULATION A. FOR GENERAL INFORMATION ON INVESTING, WE ENCOURAGE YOU TO REFER TO WWW.INVESTOR.GOV. For our anticipated Regulation A offering, until such time that the Offering Statement is qualified by the SEC, no money or consideration is being solicited, and if sent in response prior to qualification, such money will not be accepted. No offer to buy the securities can be accepted and no part of the purchase price can be received until the offering statement is qualified. Any offer may be withdrawn or revoked, without obligation or commitment of any kind, at any time before notice of its acceptance given after the qualification date. A person's indication of interest involves no obligation or commitment of any kind. Our Offering Circular, which is part of the Offering Statement, may be found at https://cardonecapital.com/offering-1
Views: 116174 Grant Cardone
Financial Planner Marketing
 
09:45
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: 3085 VitavieFinancial
Formula on Financial Stability Business Training Video by Vivek Bindra (hindi)
 
22:17
In this video, Mr. Vivek Bindra talks about compounding inflation and compounding effect. He stresses upon the need to grow “out of turn” instead of “turn by turn” for extraordinary success. He also makes a complex looking financial model look very simple and gives smart tips for money management and financial stability. To Attend a 4 hour Power Packed “Extreme Motivation & Peak Performance” Seminar of BOUNCE BACK SERIES, Call at +919310144443 or Visit https://bouncebackseries.com/ To attend upcoming LEADERSHIP FUNNEL PROGRAM, Call at +919810544443 or Visit https://vivekbindra.com/upcoming-programs/leadership-funnel-by-vivek-bindra.php Follow our Official Facebook Page at https://facebook.com/DailyMotivationByVivekBindra/ and get updates of recent happenings, events, seminars, blog articles and daily motivation. Mr. Vivek Bindra is the best Leadership Trainer, facilitator, coach and Leadership guru, and a leading Leadership doyen and expert. Mr. Bindra can be contacted for the best Leadership trainings, he is also the best Leadership guide, coach and mentor and a master motivator. Mr. Bindra is a master Leadership strategist and a Leadership manager. Mr. Bindra is a good Leadership expert. Mr. Vivek Bindra is an effective Leadership skills enabler, he trains you on the art of how to have better motivation, develop better Leadership skills, importance of Leadership, why is it good to have motivation, why motivation is important in the workplace, why is it good to have motivation, why improve Leadership skills, Why is motivation important for college students, How to sustain your motivation to study, How to sustain your motivation at work, How to sustain your motivation in college, Leadership Hindi speaker, Leadership Hindi video, Leadership Hindi videos for success, best Leadership Hindi video, corporate speakers, best corporate speakers, famous corporate speakers, business, speakers. Best business speakers, Leadership business speakers, great business speakers, Leadership speakers about life, Leadership speakers about bullying, Leadership speakers for success, Leadership speakers for success in Hindi, Leadership speakers for business, Leadership speakers for college ,students, Leadership speakers for students, Leadership speakers for women, Leadership speakers for teenagers, Leadership speakers for youth, Leadership speakers for life, Leadership speakers athletes, Leadership speakers in India, Leadership speakers in Hindi, Indian Leadership speakers, Indian Leadership speakers in Hindi, top Leadership speakers in India, best Leadership speakers in India, Leadership speakers on leadership, Leadership speakers on life, Leadership speakers of India, Leadership speakers on education, best Leadership speakers of all time, Leadership speakers success, Leadership speakers videos, Leadership speakers women, Leadership Hindi speaker, Leadership Hindi video, Leadership Hindi videos for success, best Leadership Hindi video, corporate speakers, best corporate speakers, famous corporate speakers, business speakers, best business speakers, Leadership business speakers, great business speakers, Leadership speakers about life, Leadership speakers about bullying, Leadership speakers for success, Leadership speakers for success in Hindi, Leadership speakers for business, Leadership speakers for college students, Leadership speakers for students, Leadership speakers for women, Leadership speakers for teenagers, Leadership speakers for youth, Leadership speakers for life, Leadership speakers athletes, Leadership speakers in India, Leadership speakers in Hindi, Indian Leadership speakers, Indian Leadership speakers in Hindi, top Leadership speakers in India, best Leadership speakers in India, Leadership speakers on leadership, Leadership speakers on life, Leadership speakers of India, Leadership speakers on education, best Leadership speakers of all time, Leadership speakers success, Leadership speakers videos, Leadership speakers women, Leadership speech in Hindi, Leadership speech for students, Leadership speech about life, Leadership speech about dreams, Leadership speech confidence, Leadership speech college, Leadership speech coach, Leadership speech education, Leadership speech for success, Leadership speech for success in Hindi, Leadership speech for students in Hindi, Leadership speech for success for students, Leadership speech from movies, Leadership speech guru, Leadership speech in Hindi, Leadership speech in English, Leadership speech in Hindi for success, Leadership speech in Hindi. Why is Leadership important for college students, How to sustain your Leadership to study, How to sustain your Leadership at work, How to sustain your Leadership in college, Leadership Hindi speaker, Leadership Hindi video, Leadership Hindi videos for success, best Leadership Hindi video, corporate speakers, best corporate speakers, famous corporate speakers, business, speakers. Best business speakers.
Retirement Plans: Last Week Tonight with John Oliver (HBO)
 
21:30
Saving for retirement means navigating a potential minefield of high fees and bad advice. Billy Eichner and Kristin Chenoweth share some tips. Connect with Last Week Tonight online... Subscribe to the Last Week Tonight YouTube channel for more almost news as it almost happens: www.youtube.com/user/LastWeekTonight Find Last Week Tonight on Facebook like your mom would: http://Facebook.com/LastWeekTonight Follow us on Twitter for news about jokes and jokes about news: http://Twitter.com/LastWeekTonight Visit our official site for all that other stuff at once: http://www.hbo.com/lastweektonight
Views: 12899836 LastWeekTonight
High Sales Through Low Cost Marketing | GUERRILLA MARKETING | DR VIVEK BINDRA |
 
15:41
In this video Dr Vivek Bindra talks about GUERRILLA MARKETING. Guerrilla Marketing is an advertising strategy that focuses on low cost unconventional marketing tactics that yield maximum results for small business owners. Dr Vivek Bindra also talks about 7 Ideas of Marketing in Low Cost for High Sales. To Attend a 4 hour Power Packed “Extreme Motivation & Peak Performance” Seminar of BOUNCE BACK SERIES, Call at +919310144443 or Visit https://bouncebackseries.com/ To attend upcoming LEADERSHIP FUNNEL PROGRAM, Call at +919810544443 or Visit https://vivekbindra.com/upcoming-programs/leadership-funnel-by-vivek-bindra.php Watch the Leadership Funnel Program Testimonial Video, here at https://youtu.be/xNUysc5b0uI Follow our Official Facebook Page at https://facebook.com/DailyMotivationByVivekBindra/ and get updates of recent happenings, events, seminars, blog articles and daily motivation.
*Digital Marketing for Financial Advisors* Where to Start?
 
04:48
*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: 18 Meaghan Howes
How to Properly Manage Your Money Like the Rich | Tom Ferry
 
18:53
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: 8305128 Tom Ferry
Relationship Marketing Strategy for Financial Professionals
 
03:21
Over the last 20 years, I've spoken to tens of thousands of people, like yourself, who want to build their practice and make a lasting impression with their brand -on their clients, prospects, and community. In those speaking engagements and discussions, one of the most frequent questions I receive is, "How do I connect with new people and generate more clients?" Technically, that's two questions, but all in the same vein. The answer is actually quite simple and has led to the creation of this guide. If Financial Professionals could just perform these three steps throughout their daily lives, surely they could continually generate new clients ... and grow their businesses like never before. Are you ready to kick-start your practice? Follow the simple, three-step strategy within this guide, and I'm certain you will.
Views: 210 MarketingPRO
Business-ல் happy retirement!!!
 
04:39
#Business ,#retirementplan,#Financialplanning Business-ல் happy retirement!!! 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,
INCOME Strategy:- Part 5 : Financial freedom {Malayalam}:- Harry
 
07:31
INCOME Strategy:- Part 4 : Financial planning-CASH FLOW {Malayalam} Harry #Harryslifetips #FinancialFreedom #Incomestrategy 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: 328 Harry's Life Tips
Financial Planning/Budgeting - Entrepreneurship 101 2012/13
 
51:30
Andrew Graham, Senior Director, Insurance, President's Choice Financial, emphasizes the importance of a startup's financial planning. He advises entrepreneurs on how to efficiently use three financial tools―the income statement, the cash flow forecast and the balance sheet. MaRS -- Building Canada's next generation of global technology companies. http://www.marsdd.com/
*Marketing for Financial Advisors* |  How to Send a White Paper or Download
 
04:05
When teaching marketing to financial advisors, there's nothing more exciting than seeing advisors tap into their own voice & talents and take off on their own. They start getting their own ideas and now have all the knowledge and skills to put their thoughts into some massive action. This particular advisor was determined to give his website a facelift and use some of the outsourcing skills he learned from the course he's taking. He outsourced a whitepaper that turned out BEAUTIFUL, and now he wants to embed a form on his website to send it out to those who request it. In this video, I show him exactly what to do to accomplish this. If you are wanting to scale your marketing cost check out my latest replay where I pull back the curtain and show you everything we're doing in my husbands firm. You will learn how you can bring 100% of your marketing in-house, too. Watch here: http://bit.ly/2Ic3oHF Follow me on social: https://www.facebook.com/Meaghan-Howes-1389979667707566/ https://www.facebook.com/celebrityfinancialadvisor/ https://www.instagram.com/meaghanhowes/ https://www.linkedin.com/in/meaghan-howes-23548710/ Check out my website at: https://www.celebrityfinancialadvisor.com/ Here are some other marketing resources: https://www.celebrityfinancialadvisor.com/marketing-for-financial-advisors-how-to-send-tickets-via-email-using-leadpages/ https://www.celebrityfinancialadvisor.com/boosting-a-facebook-post-vs-placing-an-ad-facebook-marketing-for-financial-advisors/ https://www.celebrityfinancialadvisor.com/how-to-get-qualified-traffic-on-my-website-or-landing-page-consistently/ 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 ... 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 ... 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 ... 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! 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/ Jan 28, 2019 - 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 ... Best Marketing Software and Email Service For Financial Advisors https://www.outboundengine.com/tour/financial-advisors/ “OutboundEngine has made cold calling a thing of the past. Your solution is a perfect fit with our business culture, and your focus on revenue-producing activities ... 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. Financial Advisor Marketing l Paladin Digital Marketing https://www.paladindigitalmarketing.com/ Paladin Digital Marketing has been providing lead generation and inbound marketing services for RIAs and financial advisors since 2003.
Views: 5 Meaghan Howes
Philip Kotler: Marketing Strategy
 
06:15
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: 748890 London Business Forum
Philip Calvert - LinkedIn Speaker | Financial Advisor Marketing | Financial Planner Marketing
 
33:30
https://www.philipcalvert.com/keynote-speaker LinkedIn Speaker Philip Calvert shares Lead Generation & Marketing ideas for IFAs, Financial Planners, Wealth Managers and Financial Advisors - including: Financial Planner Marketing Marketing for IFAs Lead generation for financial advisers Understanding your website statistics Creating a compelling online profile Building your value ladder as a financial adviser Standing out from the crowd with extreme niche marketing Footage taken at the Financial Planner Marketing Summit by Bamford Media - Guildford, Surrey UK - June 2019 For more marketing tips, ideas and strategies for financial planners and financial advisors, join LifeTalk at https://www.facebook.com/groups/AdviserLifeTalk/