(844) 949-9497

Go beyond client and prospect engagement to convert...it’s time to captivate!

Captivating Advisor

Captivating your market means investing in dominated awareness within your local sphere to not just generate leads, but to convert.

Here are some resources to help you create captive prospects:

  1. Listen to industry experts on our podcast: Be Advised: Leading with Value.
  2. Read key tactics and strategies that are shaping the industry with our blog: Sharing the Spotlight.
  3. Watch feedback from actual advisors who are in the trenches, seeing success and overcoming obstacles.

Featured Content

Captive Marketing – The Trend for 2021 and Beyond

Guest Tom Hegna on What Makes a Top Advisor?

8:1 Marketing ROI: How a Small Town Advisor Is Using Webinars to Grow

Leading with Value

Providing tremendous value to clients and prospects is one of the best ways to win them over. Lead with value and remember that it’s not all about sales. This is a relationship business, so focus on what you can GIVE before asking what you can get – be a Go-Giver! See what we mean and listen to industry experts sharing what is working today on BeAdvised: Leading with Value.

August 19, 2020 WG Team

A Deep Dive Into 2020 Retirement Tax Planning – With Guest Ed Slot

September 2, 2020 WG Team

Using Marketing and Leadership Strategies to Expand Your Business - With Guest Luke Acree

December 9, 2020 WG Team

The Power of a Plan — with Guest Erin Botsford

Sharing the Spotlight

It’s only sometimes about you. Sharing the spotlight means offering a broader scope of what’s working in the financial world, even if it’s sharing insights from other credible sources. Join us as we share the spotlight with other industry thought leaders to provide captivating content through our blog series Sharing the Spotlight.

New SEC Amendments – What Do They Mean for Advisors?

More Advisors Shifting to Social Impression Management in 2021

The Financial Advisor’s Guide to Podcasting

In the Trenches

No one knows what works better than those who do it every day. What takes that to the next level, is being likeable and speaking to people in their own language. In this video series, we interview advisors who are seeing success and learn what is working for them and what is not. Check out the WG video series In the Trenches.

Attorney Breaks Down Benefits of Co-Hosting Workshops with A Financial Advisor

"I'm in front of my clients weekly...and I don't have to do anything!"

50% Webinar Retention Rate: One Attorney's "Secret Sauce"