FINANCIAL PLANNERS.... BE YOUR BEST!

1
My considered response to the RC (and what I think needs to happen…)
2
The 3 Fundamental Flaws In Your Conversion Process
3
How (and When) To Talk About Your Financial Advice
4
How To Increase Your Marketing R.O.E.
5
How To Automate Your Financial Planner Marketing

My considered response to the RC (and what I think needs to happen…)

Hi , Steve here. I’ve been a bit quiet lately… Now before you ‘jump with joy’ or start ‘fist pumping’ the closest person next to you… 🙂 , I’ve actually taken some of my own advice and decided to ‘hide in a cave’ for a while…. Not because I wanted to go all ‘cave man’…[…]

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The 3 Fundamental Flaws In Your Conversion Process

Let’s talk about your client Conversion and why it matters… See there’s a big RISK when it comes to the way you engage with and ultimately convert a new prospect in your FP biz…   If you get this wrong. If you don’t have conviction in selling running for you… you stay stuck doing things[…]

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How (and When) To Talk About Your Financial Advice

Hey there pro-active financial planner! Steve Salvia here from Blackwing.com.au and today I want to talk to you about HOW & WHEN to start talking about your financial advice. See there’s a right time (and some very WRONG times) to talk about you, and what you do, and answer all their financial problems so that[…]

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How To Increase Your Marketing R.O.E.

When you take the time to automate your financial planner marketing and plan ahead… A few really positive things happen for your business! Instead of thinking of your marketing and authority pieces as you go… You’re able to yourself Twelve Steps Ahead…! Yeah, literally 12. Imagine if you could get to a point where you[…]

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How To Automate Your Financial Planner Marketing

In today’s Boost Your Business Blog, I want to give you a crash course in automating the marketing in your financial planning business. There’s 2 ways you can do your marketing… Number one – you can do things Manually. Hands on. One by one. Sporadic. Add hoc marketing that’s hard work and frankly – it’s[…]

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