Marketing For Financial Advisors

Don Anders and Brian Theis discuss ways to market and use PR to promote your sales process. Marketing and PR is good not only to get your name out there but for the credibility of your process.

If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.

Prior to 2020, not many advisors were actively using webinars in their practice. Enter in March 2020, every advisor needed to learn how to run webinars, and learn how to do them fast! But that brings up the question: are webinars now dead?

Donovan Stull, along with David Michalski, goes through how webinars can still be used in advisor's practice.

If you have questions on how to utilize webinars better in your office, click here to schedule a call with Advisor's Platform: https://calendly.com/advisorsplatform/digitalmarketingconsult

Don Anders and Brian Theis talk about how to make their Financial Process and Financial Reports look gorgeous and presentable to clients.

Canva Link: www.canva.com
Course on how to use Canva for financial advisors: Advisor's Platform Canva Course
Fiverr Link: www.fiverr.com

If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.

Make sure you rate and subscribe to the podcast for more episodes and future updates.

Retargeting is a common word we hear when it comes to digital and social media marketing. But how effective is it, and more importantly, are marketers and financial advisors using it right?

Joined by Scott Tucker of Scott Tucker Solutions in Chicago, IL, Donovan Stull goes through the benefits of Facebook retargeting and how when used properly, it can not only increase your reach and overall effectiveness of your ads but can also make you the "celebrity no-one has ever heard of" in your market.

Don Anders and Brian Theis get into how to build out customized reports that fit your financial practice and your sales process.

If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.

Make sure you rate and subscribe to the podcast for more episodes and future updates.

Many advisors are great salespeople. Some advisors are good at marketing, but it's not their specialty. That's not bad, but it's about knowing your strengths and weaknesses. 

In this episode, Donovan Stull is joined by David Michalski to discuss the difference between marketing vs sales in the finance world, as well as the pros and cons of hiring internally or outsourcing to a third-party marketing company.

Don Anders and Brian Theis go over the exercise Brian and his team uses to help someone come up with the perfect name for their financial process.

If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.

Make sure you rate and subscribe to the podcast for more episodes and future updates.

Sometimes marketing spend can get out of hand. Many advisors can relate to spending thousands of dollars on traditional and new-age digital marketing. But it doesn't have to be something that empties your pockets.

In this episode, Donovan Stull details the minor things you can do to keep your marketing spend lower, all the while getting in front of the people you want the most. 

Don Anders and Brian Theis discuss the best names for sales processes and the names you should avoid using when naming your process. Also -- how do you protect your process once you've named it.

If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.

Make sure you rate and subscribe to the podcast for more episodes and future updates.

Do you ever feel like you only present one topic? Perhaps you only like doing a single topic because it always works, or it always brings in the right people? In this episode, Donovan Stull goes into detail as to why changing the topic can be of benefit, and how it doesn't necessarily mean going out of your wheelhouse.