It’s hard to copy the Blackbox because we’ve been exclusively working with financial advisors who sell fixed index annuities for the last three years. Which means we’ve gathered a large database of qualified annuity buyers that we use in our targeting, which allows us to target the right people faster,

Financial advisors need a better marketing system, one that puts them in front of more qualified prospects fast, from home. So, when they work with us, we help the advisor create a 90 second educational video with the advisor in the video educating his potential prospects. We put the video

Financial advisors need a better marketing system, one that puts them in front of more qualified prospects fast, from home. So, when they work with us, we help the advisor create a 90 second educational video with the advisor in the video educating his potential prospects. We put the video

We’re different because we don’t require the pre-retiree or retiree to give us any contact information before we give them more than enough information up front, and we let them decide for themselves if they want to book the appointment on the advisor’s calendar or not. So, this is not

Dot.com Secrets by Russell Brunson, if you are in the digital marketing space you’ve probably heard this before. This look really gives you an introduction to funnels. It will teach you the seven or nine different types of funnels. I remember reading it a long time ago. My warning to

Book #1 is Positioning by Al Ries. This book came out in the 80s. It really talks about how the marketplace is so noisy that you don’t have the luxury of taking your time to deliver your message. Back in the day, you could get somebody’s attention for 5 minutes,

Successful entrepreneurs, they act fast, and they have very high certainty. If you tell them to do something, like I send them a video script and they go record it immediately. If you send an invoice they pay immediately. If they need to solve a problem, they go and attack

The 2nd trait that very successful entrepreneurs have is extreme ownership. If they see something is broken, they don’t ask “why is this broken”, they ask “what can I do to help fix it?” It’s a more helpful attitude to have when dealing with people we work with, etc. They

Learn why we don’t use appointment setters and instead automate the process to use our time more effectively and get quality clients.

Want to get more clients online?  Check out this video to learn 11 easy ways to accomplish this.

Are you running facebook ads and struggling with the results? Watch this video now to discover how to run financial ads for financial advisors.

So, the trend is always to pay for the attention you get on Facebook, and that’s our preferred way of getting clients using social media. If I give Facebook a dollar, they are liable to deliver me a number of impressions for that dollar, and it’s up to me to

In social media, you have two options. You can go to the free way, which is organic, which means you’re going to post on Facebook, LinkedIn, YouTube, TikTok, Twitter, and on the blog, Tumblr and Pinterest. Are you overwhelmed yet? There are so many different platforms that you can post

Here’s why we don’t use appointment setters in our marketing system. #1: it’s very, very slow. It adds complexity to your system, it’s not easily scalable, and it causes compliance issues. Compliance issues means if somebody’s acting as a representative of your business and talking to potential prospects, you might

We let qualified prospects go through an educational video. It’s a very short 10 minutes and we have them book a meeting with the advisor themselves. They go to the advisor’s calendar; they pick a date in the time with qualifying questions and if they qualify, they get the advisor’s

So, how can you build a team and retain the right kind of talent in your company? And most importantly, how do you hold people accountable in a way that is not threatening, the way that is transparent and the way that people like? You want to have two kinds

The number one book I suggest you read is Traction. It’s more about management and how to operate the business. The second book is Developing The Leaders Around You by John Maxwell. That’s more of a leadership book. It goes into more of the qualitative areas, how to have conversation

Every dime I used to make I’d dump it into education. Now, at Clients BlackBox, we’re looking at extending into other areas. For example, how can we educate people on areas of their life to help everybody become more efficient and more effective in every single area of their life.

There’s effort and there’s outcome, and you want to have a KPI for each, a key performance indicator. It’s an indicator that shows you how somebody’s performing, and it’s a relevant, it’s a very important key number. The first mistake that most new leaders make, and I used to make

Somebody must have the thought “how can I make the other person’s job and success easier, How can I make them more successful?” And once you make them more successful, then you are automatically more successful yourself because you guys are on the same team. When it comes to our