Lesson Category: Video

Some of the top lead magnets in financial advisor marketing include downloads, webinars, events and quizzes. Learn how to build and leverage each of these…

Digital advertising is relatively easy to enact and can be tremendously effective, but many advisors find it intimidating. We break down the most powerful platforms…

Effective social media marketing is more than the occasional Facebook post. It’s about connecting with people. Learn how to build a brand presence and consistently…

As an advisor, there are two types of emails you’ll send most often: drips and newsletters. What does each look like? Let’s dive into email…

The heart of your messaging should always be: I see your problem, and I can help fix it. In this lesson, we’ll go over six…

The PESO Model helps you reach your personas. PESO stands for paid, earned, shared, and owned content. Together, these four categories create an all-encompassing picture…

VIDEO TRANSCRIPT As an advisor, you’ve taken people into unchartered territory many times before. You’ve been their guide as they found their way through the…

VIDEO TRANSCRIPT One of the best tools for strategic marketing is known as the Buyer’s Journey. We’ll call it the Client’s Journey since we’re in…

VIDEO TRANSCRIPT Finding and nurturing new prospects is the core goal of marketing. A seemingly infinite numbers of webpages, images, blogs, brochures, fact sheets, webinars…

VIDEO TRANSCRIPT In this video, we’re going to take what we learned in the last two lessons about personas and value prop and apply it…