Planing or thinking of creating video content in 2021?
I'm curious ... are you planning to create video content in 2021 or have that thought in the back of your mind but aren't sure where to start? Comment below and let me know. 👇 I just wrapped participating in the incredible NextGen Planners 🇬🇧 Write a Book in a Day challenge. 📝 📚 It was all about creating great content and will soon result in the published The NextGen Planners Guide to Being a NextGen Planner, with amazing content for planners worldwide. 🌎 That got me thinking about another kind of super valuable content that we don't see enough of ... video. 🎥 It's such a powerful medium for sharing your message, highlighting your personality, attracting your ideal clients and showing the public the #valueofadvice. #financialplanners #financialadvisers #contentcreation #videocontent #buildyourbusiness #buildyourbrand
How to Make the Most of Calendly
Signing up for tools and software is the easy part. Making sure you're leveraging them to their fullest is the hard part. In this detailed walk through, I'm breaking down exactly what you should be doing in Calendly to save yourself time and headaches and to make it easy and enjoyable for clients to work with you. Get these weekly tips delivered straight to your inbox: https://bit.ly/2FCX6Ak
Why You Should Add a Schedule Now Button to Your Homepage
With endless options and everything at our fingertips, people prefer to work with companies that make it easy to work together. Yet financial advisers and financial planners tend to have a multi-step process (e.g. barriers) to talking with someone and becoming a client. Here, I talk about why those barriers aren't helping you grow and the one easy thing you can do to convert more prospects. Get these weekly tips delivered straight to your inbox: http://bit.ly/IAvideos20
Four Tips to Improve Your Client's Virtual Meeting Experience
Financial advisers and financial planners (along with everyone else!) were thrust into virtual meetings. Along with everything else going on, it was a big adjustment for many and, yay or nay, virtual meetings are here to stay. So as much as possible, #financialadvisers and #financialplanners should treat the virtual environment the same as an in person meeting. Here, I walk through four tips to improve your client's virtual meeting experience. Because all systems, processes and experiences should be reviewed and considered from the client's perspective to help you continually innovate and build a long-lasting, thriving business. Get these weekly tips delivered straight to your inbox: http://bit.ly/IAvideos20