Are you passionate about Financial Literacy? We are looking for The Financial Literacy Podcast guests. Position yourself as a financial expert, and get free exposure to thousands of people looking for financial help. Check this link for more inform...
Are you passionate about Financial Literacy? Join our podcast and get the chance to position yourself as a financial expert and get free exposure to thousands of people looking for financial help.
Check this link for more information: https://amp.marketpie.ca/podcastguest
#podcast #financialliteracy #personalfinance #financialadvisor
Never lose a sale again - CRM's for accountants and Advisors
Ever miss a lead because you were busy?
Lose track of the million different places you can be messaged online?
Can't get any help with your sales because you're the only one that knows the clients?
Then you NEED a CRM.
Today's training we are going to make this real easy, what a CRM is, why you need one, and what to look for in a CRM.
Financial Advisors and Accountants are in the business of helping people. The problem is, most of you don't have a CRM to manage all your client data. You spend hours on the phone, emailing back and forth, or using spreadsheets to keep track of ever...
Financial Advisors and Accountants are in the business of helping people. The problem is, most of you donโt have a CRM to manage all your client data.
You spend hours on the phone, emailing back and forth, or using spreadsheets to keep track of everything. This leads to missed opportunities, lost deals, and unhappy customers.
CRM allows you to focus on your clients instead of managing your data! It provides a system that can easily let you see who needs attention next, where your best prospects are located, which products will work best with each customerโand basically tracks your customer journey!
Join our FB live this Friday to learn more about CRM and why this is a game-changer for Financial Service Professionals looking to scaling their firms.
You've got a great business. You work hard, you do good work and your clients love you. But the phone doesn't ring as much as it used to. It could be that your marketing is outdated or ineffective. Maybe you don't have any marketing at all? Or ma...
Youโve got a great business. You work hard, you do good work and your clients love you. But the phone doesnโt ring as much as it used to.
It could be that your marketing is outdated or ineffective.
Maybe you donโt have any marketing at all?
Or maybe it's just not working for accountants as it does for other businesses?
Forget about DIY Marketing that doesn't capture your brand nor convert. Let me show you how our proven Marketing System for Accountants work.
Get in touch today and we'll get started on a plan that will give your business the boost it needs to grow again.
FACT: 80% of online consumers read Google reviews before buying, this is according to a 2014 study by BrightLocal.
To grow your practice, you need to get real customer testimonials that make you stand out in the crowd of financial planners and accountants.
Unsure how you can generate positive reviews consistently?
Watch this clip to find out how and if you need an automated process for generating reviews, send us a message and weโll set you up!
#onlinereviews #googlereviews #marketpie #marketing #reputationmanagement
Are your social media profiles updated?
Having an inactive social media presence can be just as bad for your business as not having one at all.
If your profiles are not updated, you may be missing out on opportunities to connect with potential customers and build relationships that lead to sales!
Connect with us if you need help with your social media marketing.
How many client testimonials are you wasting?
When people mention you positively online, that's an opportunity to build up your social proof for your marketing.
The best part is, you can easily outsource this process to your assistant, admin person, or marketing team.
Join our growing community of Accountants and Financial Planners for more tips on how to build your online reputation.
https://www.facebook.com/groups/marketingfocusforfinancialadvisorsandaccountants
Building an Online Reputation for Financial Planners
In business, your reputation is everything.
No amount of advertising can replace having a good reputation, so it's vital to look at your business from the customer perspective:
How do customers judge your reputation online when they don't know you?
โจYour ONLINE REPUTATION is more than just word of mouth!
Check out this ๐ฝ๏ธ that I made on the topic and drop by our FB live event tomorrow for more. Event link ๐
https://fb.me/e/2HkH6BZZ7
#onlinereputation #marketpie #marketing #financialplanners #financialadvisors #accountants
8 Daily Habits to grow your financial business
Sharing 8 Daily Habits for Financial Planners and Accountants to build their Marketing and Sales.
Action Item: Over the next 8 months, add one of these habits to your daily routine to perpetually grow your business.
Financial Planners and Accountants: Join us in our FB Group to get tons of tips and marketing strategies for your business.
Why is Social Media so important in creating a COMPELLING BRAND?
The value of social media for your brand is not just sales. It's a great tool that allows you to connect with your ideal clients.
Use it to find out what messages resonate with them so you can take that to your ads, team and MAKE MONEY HAPPEN.
Build a brand that speaks volumes...
Focus on what you say, how you say it, and what resonates with your ideal clients because that's where all the magic happens.
So when branding yourself, start with you. Document your why, what about you resonates with people, and what that message is that makes you different.
Do you agree? Share your thoughts in the comment section.
#marketing #marketpie #branding #brand
Branding for Financial Service Professionals
Let's have a talk about BRANDING for financial service professionals.
What is, and isn't a brand?
Where should you start?
Yes or No? Do you believe that your BRAND can AMPLIFY your BUSINESS?
Drop your answer below and let's get into details later this afternoon. Join us at 5 PM for a meaningful conversation and if you stick right till the end, we'll throw in a free 30-minute consultation on how you can improve your personal brand! Now you wouldn't want to miss that! See you there...
FB live event link: https://fb.me/e/AvMciWXP
#financialplanner #accountant #marketing #marketpie #branding #brand
๐ฃNew Video Alert | Why is BRANDING so IMPORTANT?
If you want to be unstoppable and stand out from the rest of the Financial Advisors and Accountants, your PERSONAL BRANDING is going to be your SECRET WEAPON.
We will dive right into it on our FB live event tomorrow. Join us and if you stay until the end of the FB live, we'd be happy to do a FREE 30min branding consultation for you.
FB live event link: https://fb.me/e/AvMciWXP
#financialplanner #accountant #marketing #marketpie #branding #brand