In this episode, Daniel lays out what you need to know about client webinars. A "crash course" giving you everything you need to know! 

He also answers questions related to;

-Should you be worried about your clients seeing your competitors branding if you share an office building with another advisor?

-What's the next big marketing funnel?

Enjoy the episode! 

In this episode, Daniel lays out the importance of knowing and improving your "on base percentage" using the story of Billy Beane and "Moneyball" as his example.

-Improving your close ratio

-First appointment stick ratio from dinner seminars

Enjoy the episode! 

In this episode, Daniel talks about ways to prevent your company from losing your best employees!  

He also answers questions related to; 

 -Untapped digital marketing strategies 

-Best sales books for advisors

 -Financial planning softwares 

 Enjoy the episode!

In this episode, Daniel lays out the difference between content calendar and marketing calendars, and best strategies for using the content calendar to improve your digital marketing! 

He also answers questions related to 

-Qualifying & disqualifying prospects

-Capacity issue for relationships & clients

-Email inbox management

In this episode, Daniel lays out the life cycle of a digital lead & the path those leads can take.

He also answers questions related to;

-Preparing your clients and prospects for zoom meetings

-Website basics and advice

-How to stop losing new clients after they commit

Enjoy the episode!

In this episode, Daniel addresses the question, "If you were starting today, what steps would you take to build your business from scratch?"

He also answers questions related to;

-Where to find good advisors to hire

-How to use social media to gain clients

-Strategies for consistent content creation in social media. 

Enjoy the episode! 

In this episode, Daniel lays out 10 affordable, or completely free marketing funnels that every advisor, agent, or broker should know about! 

He also answers questions related to; 

-Video messaging

-Pivoting in and out of referral conversations

-Feedback on a Youtube channel

Enjoy the episode! 

In this episode, Daniel teaches about Tik Tok and the new wave of financial advisors.

He also answers questions related to; 

In this episode, Daniel shares some practical ways to look within your existing book of business to find new business! 

He also answers questions on;

-Marketing to a specific niche

-Paying for marketing & what works best

and

-Is it worth the effort to get my Series 65?

Daniel lays out the 4 necessary components of a strong financial marketing plan, and dives into what is and is not included in each component.

1) Active Lead Generation

2) Passive Lead Generation

3) Active Client Marketing

4) Passive Client Marketing