Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
…
continue reading
Conteúdo fornecido por Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Player FM - Aplicativo de podcast
Fique off-line com o app Player FM !
Fique off-line com o app Player FM !
Robert Sofia - A Comprehensive Guide to Financial Advisor Marketing
MP3•Home de episódios
Manage episode 422176304 series 1454631
Conteúdo fornecido por Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Tune in to hear:
- How should advisors go about optimizing SEO for their practice and why is it so critical?
- Why do advisors who offer texting as a communication option get 400% more opt-ins?
- Why is email so powerful and how can advisors build out a list that will serve them well?
- Emails with video content really outperform, but many people are hesitant to venture into video. What advice would Robert give to these individuals?
- How does Robert recommend that advisors go about segmenting their clients to deliver more tailored content?
- When and how do referrals work best in Robert’s experience? How did Snappy Kraken develop their referral script?
- What are some of the most innovative and effective client events that Robert has seen? Are there any rules of thumb to follow to plan engaging client events?
Links
Connect with Us
Compliance Code: 0924-OAS-4/16/2024
299 episódios
MP3•Home de episódios
Manage episode 422176304 series 1454631
Conteúdo fornecido por Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Tune in to hear:
- How should advisors go about optimizing SEO for their practice and why is it so critical?
- Why do advisors who offer texting as a communication option get 400% more opt-ins?
- Why is email so powerful and how can advisors build out a list that will serve them well?
- Emails with video content really outperform, but many people are hesitant to venture into video. What advice would Robert give to these individuals?
- How does Robert recommend that advisors go about segmenting their clients to deliver more tailored content?
- When and how do referrals work best in Robert’s experience? How did Snappy Kraken develop their referral script?
- What are some of the most innovative and effective client events that Robert has seen? Are there any rules of thumb to follow to plan engaging client events?
Links
Connect with Us
Compliance Code: 0924-OAS-4/16/2024
299 episódios
Todos os episódios
×Bem vindo ao Player FM!
O Player FM procura na web por podcasts de alta qualidade para você curtir agora mesmo. É o melhor app de podcast e funciona no Android, iPhone e web. Inscreva-se para sincronizar as assinaturas entre os dispositivos.