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5 Things Destroying Your Facebook Ads

Advertising on social media platforms such as Facebook is more than just a passing trend; it’s a powerful marketing tool with the potential to drive significant traffic to your business. However, like any other tool, it needs to be used effectively to yield the desired results. We'll tell you how to get someone through the funnel – from the lead to the appointment on your calendar – with the quality you’re looking for.

How Well Do You Know Your Closing Numbers?

Today we’re going to piggyback off our conversation on smokescreen's last episode and look a little closer at the numbers when it comes to bringing people in and getting them to become a client. Focus on mastering marketing numbers and virtual closing strategies to bolster success rate, and we dive into the different aspects that matter most and discuss how advisors can leverage them to their advantage.

Overcoming the Smokescreens

Mastering the art of engaging clients and overcoming objections can often be the difference between success and failure. Smokescreens or objections people have when it comes to virtual appointments we’re having can throw off or derail the relationship right off the bat if you aren’t prepared. Things will get easier as trust is built, but we have to know how to overcome these smokescreens and get past those initial appointments.

What's the Ideal Marketing Schedule?

Many factors contribute to your marketing efforts' success, and today we want to focus on the importance of scheduling. Even if you have great marketing ideas, the wrong dates and times won’t allow you to yield the best results. If you’re interested in learning more about seminar marketing strategies, this episode should give you some things to think about and apply.

The Biggest Mistakes You're Making During Your Webinars

The number one thing that’s causing your seminars and webinars to not perform the way they should is an easy fix. We see advisors struggle with this quite often. So we’ll tell you how we can take something you’re doing at the beginning and move it towards the end to solve your issues, get you better appointments, and ultimately better results.

5 Marketing Strategies Every Advisor Should Implement

If you could start all over again and take everything you know now, what would you do differently in terms of marketing? We’ve tried dinner seminars, Social Security workshops, radio, SEO, webinars, digital marketing, and podcasts, and we’ve learned a lot through trial and error.

We’ll discuss the things that haven’t worked so you can avoid those and explain why we would implement these five marketing strategies moving forward.

How to Get a Better Show Rate for Appointments

We tend to judge our marketing results based on the number of appointments we get booked, but we don’t always talk about how many people show up for appointments. That’s the true judge of performance because good leads result in more business, and we’ve found a process that delivers a very strong show rate.

The Art of Seminar Optimization

We will dig into the nuts and bolts of launching and monitoring effective ads for seminars. Josh, a marketing expert, will underscore the need to test various ad copies and images, track results, and tweak for optimal outcomes. Plus, we explore how choosing the right topic, location, and audience can make or break your seminars.

What Does it Take to Build a Successful Financial Planning Practice?

We will describe what it means to have a successful practice and then explain our approach to building the business by bringing in the right personnel. We’re going to talk about hiring and outsourcing strategies, some of the partners that we’ve worked with, and the one hire that has really helped grow our financial planning practice.

Our goal is to generate more qualified appointments to show and find people genuinely interested in doing a financial plan

Breaking Down the Mastermind Marketing Funnel

By taking you through our funnels, we want to show you that we practice what we preach with the advisors we work with. This episode will give you a deeper understanding of what’s happening within those funnels and identify some differences between what we do and what others are doing.

Our goal is to generate more qualified appointments to show and find people genuinely interested in doing a financial plan.

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Following Up: How to Improve Your Email Drip Marketing

You’ve built a strong marketing campaign that’s generating leads and adding prospects to your database. Now how do you follow up and keep them interested in your services? This is the piece that many advisors struggle with despite trying a bunch of different strategies. We’re going to share some of the things we’ve learned through trial and error.

What ROI Should You Get on Your Marketing Dollars

This is an important aspect of the business for growth because knowing how to spend effectively will help maximize those returns. To help you better grasp the numbers, we will take you through our process and how we make calculations in this episode. We’ll share our expectations for marketing, how much we’re growing, and what we’re trying to bring on as far as assets.

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Building an Effective Marketing Funnel to Drive Quality Leads

Advisors are always looking for new ways to bring prospects into their marketing funnel and that’s something we’ve spent many hours trying to perfect. There’s never one solution and it’s an ever-evolving process, but we want to spend some time discussing what we’ve found to be effective through trial and error.

When Should You Market and Who Should You Target?

With summer approaching and people preparing for some much-anticipated time off, advisors will often ask us whether they should also give their marketing efforts a break. It’s a great question and it brings up a much wider discussion on when and who to target.

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What Makes a Facebook Ad Effective

In this episode, Vince and Josh have pulled six different ads they came across on Facebook and will rate each one. From good to bad, they’ll assess what they like and don’t like about each ad and explain what they’d do differently.

If you do any Facebook marketing for your business, this episode is one you don’t want to miss because we’ll share the keys to building an ad that makes someone stop scrolling, is easy to understand, and that give them a reason to click and share some info.

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The Virtual Appointment Process - Meetings Two & Three

We will discuss the importance of building emotional connections with clients, even in a virtual environment, and why the sales process can't be rushed just because it's online. Vince also highlights the significance of understanding a client's true goals beyond the numbers and ensuring their financial plans align with what’s most important to them.

The Virtual Appointment Process - Building Trust in the First Meeting

We’ll discuss the importance of building trust in your first meetings with potential clients and the ways to do that through emotional connection. Plus, we’ll talk about what to focus on during those conversations and then how to plan out the following meetings before you finish. If you’re looking for some guidance or just want to hear how other advisors are structuring their meetings, this episode will provide you with some great nuggets.

Building Client Connections Through Irresistible Offers & Value-Driven Marketing

We’re all looking for the next great marketing strategy to deploy for our business but there is a proven process that works and following a few key steps will help you build stronger client connections.

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Top Lead Generation Strategies for Financial Advisors

Advisors are always looking for new ways to bring prospects into their marketing funnel and that’s something we’ve spent many hours trying to perfect. There’s never one solution and it’s an ever-evolving process, but we want to spend some time discussing what we’ve found to be effective through trial and error.

Tips for Taking Your Business Virtual

This episode will focus on helping advisors take a better approach during those first virtual meetings. Josh and Vince discuss the importance of focusing on education and building an emotional connection with clients, rather than just pushing sales. They touch on how the sales process has evolved over time and share insights on how financial advisors can achieve success in today's market.

How To Do Virtual Webinars in 2023

In our first episodes, we spent time talking about dinner seminars, but virtual, online seminars are a key part of any advisor's repertoire. Vince Oldre and Josh Woodward of Mastermind Advisor are here today to take you through the Ultimate Virtual Webinar process.

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What "Dinner Seminars" Look Like in 2023

In our second episode, Josh Woodward sits down to talk about what the traditional "dinner seminar" looks like today. Think about getting away from the "plate lickers" that want a free dinner at Ruth's Chris, and brand your seminar as educational. Maybe consider doing it in a library or at a college.

Marketing For Financial Advisors

In our first episode, Vince, Jag, and Josh sit down to define marketing - and what that looks like at the end of 2022.

Simply creating content - a podcast, a webinar, a website isn't marketing.
Without marketing, it's the proverbial "tree falling in the woods" and nobody will know about it!