HOW TO BUILD YOUR TEAM (secrets)

Building a successful team is a journey, and in this blog, we’ll delve into my ongoing experience of building a team, sharing the lessons learned, strategies employed, and the essential elements in creating an environment where talents thrive. Let’s explore the nuances of team-building and the steps taken to attract,

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I EXPOSED WEBINARS

In the realm of digital marketing, webinars have become a popular tool for lead generation and client engagement. However, many marketers are experiencing a common challenge – high registration numbers, low attendance, and even fewer booked meetings. The culprit? Often, it’s the ad platform strategy. The Facebook Ad Dilemma: Let’s

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Your Marketing should be an Investment not an Expense

In the vast and complex world of digital marketing, the allure of going solo can be tempting. However, the risks associated with navigating this intricate landscape without expert guidance are substantial. Let’s explore why attempting a lone marketing journey could potentially lead to spending significant figures without tangible results. The

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How to Sell on ZOOM – Look Professional!

First impressions matter more than we often realize. In the world of business and professional interactions, that initial meeting can make all the difference in how you’re perceived. You see, it’s not just about what you say; it’s about how you present yourself, too. Picture this: You’re in a meeting

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How to Join A Financial Advisory Firm (Requirements)

Embarking on a journey in the financial advising realm can be incredibly rewarding, but success often hinges on the right mix of skills and comfort with technology. If you’re contemplating joining our team, here’s a quick breakdown of the qualities we value in potential candidates. 1. Insurance License and Annuity

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The Power of Law of Large Numbers for Financial advisors

In the world of financial advising and sales, the ebb and flow of revenue is a constant reality. Understanding the dynamics of profitability, especially in the context of advertising expenditure, is key to navigating the variability inherent in any sales business. 1. Worst Case vs. Best Case Scenarios: Consider a

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Digital Marketing 101 for Financial Advisors

In the world of client acquisition, there’s a stark contrast between those who schedule a handful of meetings a week and those who pack their days with back-to-back interactions. The difference in outcomes can be profound, shaping not just the quantity but the quality of new business brought in. So,

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