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:
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
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!"