If you aren’t currently using videos to promote your financial services business, you could be missing one of the greatest opportunities to build your practice, branding and visibility. Did you know that one third of all online activity involves watching videos and 90% of viewers say a video is helpful in the decision making process? If you have a website or social media account, these stats alone should prompt you to take advantage of this growing trend. But where do you start?
Steven Bieber
Digital Media Producer for Partners Advantage
Recent Posts
Wow Your Prospects with Videos: A How-To for Financial Professionals
Posted by Steven Bieber on Wed, Feb 05, 2020 @ 12:00 PM
Tags: marketing for independent agents, Marketing and Branding for Financial Professionals
These are the most viewed posts from the Advisors' Resource Blog this year. Take a look and see if you missed any of these great articles!
Tags: prospecting, practice management
The First Step of Social Media Marketing for Financial Professionals
Posted by Steven Bieber on Wed, Nov 01, 2017 @ 12:00 PM
One of the biggest untapped opportunities for financial professionals today is leveraging all the technological advances available to you such as social media marketing, video production services and web-based leads. To be successful in today’s technology driven world, you need to have a compelling online presence for your financial services business.
How to Improve Your Financial Services Office with Technology
Posted by Steven Bieber on Tue, Mar 14, 2017 @ 05:42 PM
When you meet with clients, do you use any tools besides pen and paper? You and your clients can benefit from implementing new technology in your financial services office. Here are a few ways you can easily improve your office by using technology.
Tags: practice management
Top 6 Business Mistakes of Financial Advisors (and How to Avoid Them)
Posted by Steven Bieber on Thu, Feb 02, 2017 @ 05:36 PM
Financial advisors often make simple mistakes that they can correct to improve their businesses. These mistakes reduce their potential and can cause business to slow, or even worse, start to decline. Here are the top six mistakes you should avoid making in your financial services business.
Tags: prospecting, coaching, practice management, retirement strategies, sales techniques
Financial Advisors Should Be Using Video Marketing
Posted by Steven Bieber on Wed, Dec 07, 2016 @ 05:17 PM
If you are not currently using videos to promote your financial services business, you could be missing the greatest opportunities to build your practice, branding and visibility. Did you know that one third of all online activity involves watching videos and 90% of viewers say a video is helpful in the decision making process? If you have a website or social media account, those stats alone should prompt you to use video marketing for your firm. So how do you get started?
5 Steps to Improve Your Business's Social Media Profiles
Posted by Steven Bieber on Mon, Oct 10, 2016 @ 05:07 PM
Don't leave your business's social media profiles incomplete. Follow these five steps to ensure that your social media profiles are complete and look professional.
Tags: prospecting, practice management, marketing for independent agents
When you host a prospecting event, what happens to those who don't immediately set appointments? If you don't stay in contact, they probably won't think of you when they're ready to make a financial decision.
Tags: prospecting, practice management, marketing for independent agents
How much of your business's information is stored on computers or online? What about your client files? It is critical to keep your business's data and your client information safe. There are a few simple measures that could increase the security of your information.
Tags: practice management
FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.
This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.