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Financial Advisors: Lend Me Your Ears!
Imagine having to stay up to date with new technology as an IT executive these days. It moves faster than any free time would allow to keep up with it. What about social media and marketing in the 21st century. Their job has changed more in the last 10 years than it did in the previous 100 (thank you twitter, LinkedIn, Pinterest, Facebook, Google+ and the other 40 new marketing channels out there; for now).
Google the best way to close the sale. Make it even more specific and Google the best way to close the sale as a financial advisor. I don’t need to tell you how many hits you are going to get.
I have been providing the solution to this problem of information overload since my career began. I did it for IT pros at the now number one IT solutions company in the world called The Info-Tech Research Group. I did it for marketing executives with Demand Metric; a leading research source in their industry. I even did it for heads of HR at HRDownloads, again the number one information provider for said professionals in Canada.
Now I want to do it for you; the financial advisor. The financial advisor that needs to focus on:
- Building your own business from scratch
- Trying to stay ahead of the competition
- Keeping up with the many many changes in legislation
- Providing better communication resources to your investors
All the while having limited time to find the best of the best in terms of advice, tools, and up to date best practices that will allow you to grow your business. And do so without the task of filtering through all of the fluff, redundancy, banner ads and pop ups.
Are you prepared for robo-advisors? What are you going to do if they take trailer fees away? What is Bill 157? What about CRM2? Should you start a blog?
Where do you begin?
I am not a financial planning expert but my partners and my research staff are. I know and they do as well that you would prefer learning about new legislation in three or four quick paragraphs as opposed to 3 pages. We know that in terms of better selling approaches, prospecting tips, getting all of the referrals you can handle and anything else to eventually lead to more square footage for your home (don’t forget the Lexus), you would prefer quick advice with step by step action guides and easy to use templates to get there.
That is our goal. And at less than a dollar a day and I know how cheesy that sounds, Advisor Research Group Inc. is going to give you that. Once every two weeks, we will send you the top 6 reports on the top 6 topics our team has found from all over the web. There will be no ads, no repeated articles updated just for the sake of filling up space, no long winded quotes from the experts out there that really just end up saying the same thing but just the best of the best of the best in a format that will take you 15 minutes to read.
And it’s not just information.
When required each article comes in multiple formats with multiple tools.
- Re-brand able word versions for client letters, blog posts, your website/newsletter etc...
- Ready to edit presentations, invitations, etc...
- Excel calculators and tools to quickly assess everything from the current client base to if you should buy a specific book of business etc...
15 minutes every second Tuesday. You won’t miss a thing because we won’t miss it for you.
And in that time, our promise will be to give you at the very least one great idea that you can implement immediately to grow your business!