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Marketing For Financial Advisors

by Don Anders

We created this podcast specifically for the financial industry and advisors. As an advisor, we have seen the struggles and accomplishments that many other firms around the nation have seen. We are sharing our opinions, insights, and tips on how to successfully market in a digital age.

Copyright: © 2023 Marketing For Financial Advisors

Episodes

The Power of Zero with David McKnight

13m · Published 09 Jul 22:00

Don Anders discusses with author and filmmaker David McKnight about the importance of The Power of Zero and how it has helped clients sort themselves in the lowest tax bracket possible. David emphasizes the importance of differentiating yourself from other advisors by handling tax rate risk on top of longevity risk so your message stands out and how you can use the Power of Zero book or movie to get them interested.

For everything from David McKnight, please visit:
davidmcknight.com
thetaxtrain.com
powerofzero.com

For more episodes and marketing solutions from Don Anders, please visit:
mfapodcast.com
advisorsplatform.com

The Best Webinar Topics for Financial Advisors

10m · Published 21 Apr 22:00

Don discusses which webinar topics are the best for financial advisors. From Social Security Webinar, Taxes in Retirement Webinar, and Niche webinars to Webinars to your existing clients and prospects. 

If you're interested in doing your own webinars, check out our DIY Webinar Course for Financial Advisors: https://advisorsplatform.thinkific.com/courses/webinars

Marketing Around the Coronavirus

8m · Published 25 Mar 21:00

In light of the effects of COVID-19, Don briefly covers the flexibility of digital marketing and breaks down the ongoing effectiveness of automated webinars.

Keeping Your Digital Lawn Clean

7m · Published 09 Mar 21:00

Don Anders discusses the benefits of staying active and present on Social Media for Financial Advisors.

Daniel Rey on Working with Educators and the 403(b)/TSA Marketplace

15m · Published 28 Feb 13:00

Don Anders and Daniel Rey sit down to discuss the pros and cons of working in the 403(b) / Public sector market.

Targeting Your Existing List

7m · Published 21 Feb 13:00

Don Anders discusses the value of targeting your existing list of Financial clients and financial prospects. 

Active Campaign with Josh Bretl

21m · Published 14 Feb 14:00

Don Anders and Josh Bretl go over all the steps of Josh's Active Campaign system and how it automates any leads or prospects into his Facebook lists.

Click here to check out Active Campaign

Every Event Can Be Different

13m · Published 07 Feb 13:00

Don Anders & Donovan Stull talk about how external factors, different areas, and different audiences can all impact the success of your Financial Services event. 

Why Digital Marketers Suck

13m · Published 31 Jan 13:00

Don Anders and Donovan Stull discuss how unique the Financial Services industry is and why it's important to vet your digital marketing firm and make sure they understand how to do digital marketing and also your industry. 

Fitting Into the Landscape on Social Media

9m · Published 24 Jan 13:00

Don Anders and Donovan Discuss why you should always try to fit into the landscape of social media. You don't want to stand out and look like an obvious commercial. 

Marketing For Financial Advisors has 56 episodes in total of non- explicit content. Total playtime is 24:45:31. The language of the podcast is English. This podcast has been added on August 30th 2022. It might contain more episodes than the ones shown here. It was last updated on February 22nd, 2024 08:41.

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