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NovVirtual events and meetings have become more common over the years, and they’re more popular than ever thanks to changes caused by the pandemic. As a financial advisor, you should be prepared to utilize virtual meeting and presentation platforms. You may use them for smaller meetings, but not for larger events like webinars. While the platform is […]
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NovHow Much Can You Spend to Generate More Clients? Last month, I presented some ideas about how much you can afford to generate more clients. Let me lead you deeper into a couple more layers of complexity on this topic. 1. Budget to Generate More Clients Keep your average marketing budget at approximately 10% of your gross.[…]
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NovLunch and Learn events are the perfect way for financial advisors to generate leads and reach prospects. In most cases, lunch and learn participants choose to attend your event so you know they’re interested in what you have to say. These events can last from 30 to 60 minutes so you should optimize your presentation for that[…]
