Marketing For Financial Advisors

Don Anders sits down with Scott Dougan and Sean Lee from Retirement Elevated and Emerging Advisor to discuss the pros and cons of teaching college educational classes as financial advisors.

Sean and Scott share the success they've seen and the changes they've had to make in 2020.

If you're interested in learning more about holding your own Retirement Elevated classes you can check them out here: https://www.emerging-advisor.com/marketing-programs/

Also -- Make sure to check out their podcast The Emerging Advisor Podcast wherever you get your podcasts. 

Don Anders sits down with Dr. Travis Parry, the founder and CEO of The Make Time Institute, to discuss Achieving Balance as a Financial Advisor. Dr. Travis Parry is a former financial advisor who has dedicated his life to helping financial advisors lower stress and achieve a meaningful work-life balance after his father passed away at the early age of 49.

Don and Travis get into the 3 Myths of Work-Life Balance that Travis highlights in his upcoming book "Achieving Balance":
1) Balance
2) Productivity
3) Personal Development

Don and Travis also discuss unique challenges that financial advisors face, and tips and tricks to become more productive and less stressed.

You can pre-order Dr. Travis Parry's upcoming book "Achieving Balance" here.

Don Anders sits down with Robert Sofia, the CEO and Founder of Snappy Kraken, a digital marketing company for financial advisors.

In this episode, we discuss the Top 8 Topics that are working in 2020, best practices when naming your business, and digital marketing tips for financial advisors.

If you're interested in using Snappy Kraken, you can get 10% off your monthly subscription by using the code "MFA2021". Click HERE to learn more.

In this episode of Marketing for Financial Advisors we are joined by David McKnight again. The last time we had David McKnight on he talked about "The Power of Zero" which his best selling book, movie, and presentations are based on. He joins us again to talk about his latest book that will be released on November 17, 2020 "Tax-Free Income for Life".

Including the book, we get into discussions on pros and cons of annuities, roth conversions, and how to talk to clients about paying taxes now instead of in the future.

Resources:
You can order David McKnight's latest book "Tax-Free Income for Life" HERE

If you'd like to order in bulk of 20 or more for your clients, you can email David directly at [email protected]

You can watch "The Power of Zero" feature film HERE

As always you can visit our podcast page HERE

To learn more about Don Anders and Advisor's Platform you can click HERE

Don Anders discusses the cost vs. results for Facebook marketing in 2020 for Financial Advisors. With the election looming large and marketers forced to go digital, is it still worth doing Facebook ads in Q3 of 2020?

Joe Bayliss is the Owner and Founder of Financial Marketing Pros, a marketing company that specializes in writing Radio Copy, Television Copy, Email Copy, Webinar Copy, and almost any other copy you can think of for financial advisors. 

Every week Joe Bayliss and his team write 30-40 pages of copy for financial advisors throughout the country, and his speciality is in getting leads out of marketing funnels. 

In this podcast, we talk about the current and future state of Television and Radio for financial advisors and the 5 Marketing Activators for Financial Advisors:

1. Your message matters the most
2. Track every lead
3. Conduct short, inexpensive tests
4. Create multiple marketing channels
5. Have a process to convert leads

If you'd like to learn more about Joe you can email him at [email protected] or visit his website by clicking here.

You can access the 5 Marketing Activators Report HERE

Don Anders discusses why you should spend less time, money, and energy to get new leads, and why financial advisors should focus on their existing database of clients, prospects, and clients. 

This week's guest on Marketing for Financial Advisors is financial expert, speaker, and author Tom Hegna to discuss the concept behind his best selling book Paychecks and Playchecks and his book / PBS special Don't Worry Retire Happy.

Tom Hegna and Don Anders discuss how important guaranteed income is inside your portfolio, and why financial advisors should make sure their client's income is covered first and foremost. Tom and Don get into a discussion about the all annuities are bad myth, and what it truly means to be a fiduciary.

Resources:
Tom's Coaching, Webinars, and Resources (Tip: Watch one of his webinars for a lifetime discount): TomHegna.com

Meet The Author Customized Webinars: https://www.advisorsplatform.com/products/tomhegna

Brad White the Founder & CEO of Epstein & White Retirement Solutions joins us to discuss the benefits of marketing Social Security information. 

Many financial advisors avoid doing educational workshops around Social Security. This may be because they don't get paid to manage Social Security, or because they feel like the type of prospect they get can vary too much with Social Security as a topic. 

Brad White talks about the success his firm has had using Social Security Workshops as an educational topic and how he presents the topic in a way that not only benefits the attendees but also the financial advisor presenting. 

Don Anders sits down with retirement and tax experts Marty Ruby and Becky Swansburg to discuss the importance of reducing taxes in retirement. We discuss how the new CARES Act stimulus package has put tax planning at even higher of a priority, and how advisors can leverage tax planning software to help their clients convert money from taxable accounts to tax-free accounts.

Marty Ruby founded Stonewood Financial to provide financial advisors with Software and Marketing support around reducing their client's and client's beneficiaries tax liabilities.

Becky Swansburg is Marty's daughter and she comes from a political background. Becky brings a unique perspective from working inside of Washington, DC on where taxes are going in the future.

For more information on Stonewood Financial's software and marketing tools, visit their website here: https://www.stonewoodfinancial.com/

If you're interested in learning more about using our Turn-Key webinars with Marty and Becky visit our website: https://www.advisorsplatform.com/

As always, visit the Marketing For Financial Advisors Podcast page for show notes and other information: https://mfapodcast.com/