Hey what’s up financial advisors. In this video I answer the financial advisor marketing questions that all of you asked me in September 2019.🤣To join the membership mentioned in this video and learn social Media marketing for financial advisors, please click here: https://saragrillo.com/product/membership-prime-portal/
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Financial advisor marketing questions answered in this video:
• How do I grow my practice profitably? Bigger clients but fewer of them instead of lots of smaller ones
• Are you happy using Constant Contact?
• I have been using LinkedIn as a tool to promote our unique value prop and send a connection invite with a recruiting theme and get plenty of connections and when I follow up I get crickets….
• I wonder how many actually read the LinkedIn connection message and/or why are they connecting.
• What do I say to a new LinkedIn connection request
• Any previous article on pros and cons of getting CFP when you already have CFA?
• I hope you can write more about, how do you end this career, so you are happy, the acquirer is happy, the clients are happy.
• How do I serve the young, entrepreneurial, types. They need advice as they build their businesses and their “fortunes.”
• Help! My clients is getting a second opinion on their portfolio.
To join the membership mentioned in this video and learn social Media marketing for financial advisors, please click here:
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Until next time! -Sara Grillo, CFA