Don Anders and Donovan Stull discuss the new 2021 Apple privacy updates which could make a huge impact on Facebook advertising for Financial Advisors.

Advisor's Platform Website
Marketing for Financial Advisors Facebook Group

Don Anders sits down with Jorge Villar and Patrick Schartz from Leading Response to discuss the best practices for mailers in 2021. 

• Do mailers direct to appointments work?
• Are mailers still a good option to fill financial seminars?
• What isn't working with mail in 2021?
• How to hedge the risk of COVID-19 shutdowns.

If you're considering doing a mail campaign, make sure you reach out to [email protected] to get your own customized "Goldstar Seminar Report" in your area and with your desired demographics. 

Learn more about Don Anders and Advisor's Platform: https://www.advisorsplatform.com/

Make sure to follow us on YouTube, LinkedIn and Facebook for future updates: @advisorsplatform

This is a recording of a live presentation that Tom Hegna and Don Anders did in 2021 on webinar best practices. 

Don Anders discusses webinar marketing and software best practices and the top marketing trends of 2021 for financial advisors. 

Tom Hegna discusses webinar presentation best practices. From what subjects to cover to how to give a great online presentation that will give you financial appointments. 

Afterwards, Don and Tom spend some time doing question and answers from the over 250 attendees. 

Resources:
If you're interested in having Tom Hegna host a presentation, you can click here to talk to one of our teammates about that: https://calendly.com/advisorsplatform/tomhegnawebinar

Attend one of our upcoming "Webinar Best Practices" webinars: https://event.webinarjam.com/register/503/vm78li5z

Jonathan Musgrave, Founder of Steep Digital Marketing, on Seminar and Webinar Marketing for Financial Advisors.

Jonathan and Don Anders discuss webinar and seminar best practices for financial advisors, topics, locations, and expectations. They also get into how to write and create engaging content and advertising on Facebook, YouTube, and other digital platforms for Financial Advisors.

Click here if you'd like to learn more about Steep Digital Marketing: https://steepdigital.com/

Learn more about Don Anders and Advisor's Platform: https://www.advisorsplatform.com/

Make sure to follow us on YouTube, LinkedIn and Facebook for future updates: @advisorsplatform

Kevin Clark, CEO and Co-Founder of Plan Confidence, discusses their software that helps you give compliant advice on 401k, 403b, 457, Pension, Variable Annuity, or any other plans that are held away, and lets you bill directly from the software.

Kevin and Don Anders get into how the Plan Confidence software works, the client experience, and the advisor experience. They also discuss potential compliance issues for advisors giving advice on 401k's under the new ERISA rules.

Use the discount code "MFA2021" to try the Starter plan for $99 a month or the Pro plan for $239 a month: https://share.hsforms.com/1U-TpUZceRwG3O-DpmmKeAw381oi

Learn more about Don Anders and Advisor's Platform: https://www.advisorsplatform.com/

Make sure to follow us on YouTube, LinkedIn and Facebook for future updates: @advisorsplatform

Brad Swineheart, VP of Business Development at White Glove Workshops, joins us to discuss best practices for financial seminars and financial dinner workshops in 2021.

Brad and Don Anders discuss the difference between marketing in 2019 and 2021 and how things have changed, the best topics, and the best venues. Brad and Don discuss the pros and cons of educational financial workshops and financial dinner seminars.

If you're interested in running your first event with White Glove Workshops, click here and mention this podcast: https://whiteglove.com/services/seminars/

Learn more about Don Anders and Advisor's Platform: https://www.advisorsplatform.com/

Make sure to follow us on YouTube and Facebook for future updates: @advisorsplatform

Don Anders sits down with Angie Herbers, CEO of Herbers & Company to discuss the 8 Areas of Advisory Firm Growth:

• Sales
• Marketing
• Leadership
• Growth 
• Management
• Human Capital
• Client Experience
• Operations

Don and Angie also discuss the growing pains that can happen in the different stages of growing a financial firm from start-up to billions of AUM. They also discuss a Herbers & Company innovation: Diamond Teams.

For more information on Herbers & Company you can visit them here: https://www.angieherbers.com/

Link to our YouTube Page: https://www.youtube.com/channel/UCxAHYa8YiLyfrlgULY98eCA?sub_confirmation=1
Link to the MFA Podcast Website: https://mfapodcast.com/
Link to Advisor's Platform Website: https://www.advisorsplatform.com/

Don Anders discusses new changes for policies regarding financial advisors being able to ask for reviews. Don discusses the pros and cons of asking for reviews, and some of the best practices for asking for reviews for your financial practice.

(Note: Don Anders and Advisor's Platform are not compliance experts. Anything said in this podcast is for information and discussion purposes only, and you should seek the advice of your compliance department or a FINRA/SEC compliance attorney before taking any actions discussed in this podcast.)

Link to our YouTube Page: https://www.youtube.com/channel/UCxAHYa8YiLyfrlgULY98eCA?sub_confirmation=1
Link to the MFA Podcast Website: https://mfapodcast.com/
Link to Advisor's Platform Website: https://www.advisorsplatform.com/

Don Anders talks with Erica Pauly, Founder of Track That Advisor, on what the 2020 benchmarks were for financial advisor marketing and why it's so important to track your marketing ROI and your production. 

We discuss:

• Benchmarks for Financial Seminars including ROI
• Benchmarks for Financial Webinars
• The Value of Tracking Your Numbers as a Financial Advisor

Track That Advisor specializes in helping financial advisors track and benchmark their production and marketing efforts -- which is key to making good decisions as a business owner.

Track That Advisor is offering $500 off of onboarding for listeners. You can learn more about that here: https://trackthatadvisor.com/

If you'd like to reach out to Erica directly you may email her at  [email protected]

As always, feel free to visit https://mfapodcast.com/ where you can find our information on how to do webinars.

Make sure you join our private Facebook Group here: https://www.facebook.com/groups/2273851866200933/

Don Anders sits down with America's IRA Expert, Ed Slott. Ed Slott is a PBS television show host, public speaker, and high-level coach to financial advisors throughout the country.

Don and Ed discuss how he became the leader in IRA tax advice, and why it's so important for Financial Advisors to stay up to date on the ever-changing laws.

Ed has a new book coming out in 2021 called "The New Retirement Savings Time Bomb" that will be great for both financial advisors and clients.

You can download Ed's 7 Best Strategies: Year-End Retirement Tax Planning for 2020 here: irahelp.com/7bestideas2020

You can learn more about Ed's 2-Day IRA Workshop here: https://www.irahelp.com/2-day/virtual-ira-workshop-2021-02