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Don Anders
Marketing For Financial AdvisorsEpisodes
Don Anders
Marketing For Financial Advisors
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Episodes of Marketing For Financial Advisors
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Don Anders and Brian Theis discuss ways to market and use PR to promote your sales process. Marketing and PR is good not only to get your name out there but for the credibility of your process. If you're interested in learning more you can visi
Prior to 2020, not many advisors were actively using webinars in their practice. Enter in March 2020, every advisor needed to learn how to run webinars, and learn how to do them fast! But that brings up the question: are webinars now dead?Donov
Don Anders and Brian Theis talk about how to make their Financial Process and Financial Reports look gorgeous and presentable to clients.Canva Link: www.canva.comCourse on how to use Canva for financial advisors: Advisor's Platform Canva Course
Retargeting is a common word we hear when it comes to digital and social media marketing. But how effective is it, and more importantly, are marketers and financial advisors using it right?Joined by Scott Tucker of Scott Tucker Solutions in Chi
Don Anders and Brian Theis get into how to build out customized reports that fit your financial practice and your sales process.If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian
Many advisors are great salespeople. Some advisors are good at marketing, but it's not their specialty. That's not bad, but it's about knowing your strengths and weaknesses. In this episode, Donovan Stull is joined by David Michalski to discuss
Don Anders and Brian Theis go over the exercise Brian and his team uses to help someone come up with the perfect name for their financial process.If you're interested in learning more you can visit our website at www.NameYourProcess.com where y
Sometimes marketing spend can get out of hand. Many advisors can relate to spending thousands of dollars on traditional and new-age digital marketing. But it doesn't have to be something that empties your pockets.In this episode, Donovan Stull
Don Anders and Brian Theis discuss the best names for sales processes and the names you should avoid using when naming your process. Also -- how do you protect your process once you've named it.If you're interested in learning more you can visi
Do you ever feel like you only present one topic? Perhaps you only like doing a single topic because it always works, or it always brings in the right people? In this episode, Donovan Stull goes into detail as to why changing the topic can be o
Don Anders and Brian Theis talk about how having a defined sales process is key for growing your financial practice bigger than yourself. Whether you're looking to grow a national multi-billion dollar financial practice or you just want a simpl
Have you ever felt that a marketing effort has completely failed? Maybe you sent a mailer with little to no results, or perhaps you ran a digital campaign that tanked. Don't worry, you're not alone. In this episode, Donovan Stull breaks down ho
Don Anders and Brian Theis discuss why it's so valuable for financial advisors to name their process. From streamlining your sales process to giving a concise deliverable to your clients and prospects -- naming your process is one of the best t
This episode breaks down what can be done during the "slow seasons" for advisors. What topics, seminars, webinars, and more can be done in your area? If we can impart any wisdom from this episode, it's that we hope you can always have passive m
Donovan Stull sits down with Reese Harper CFP®, CEO of Dentist Advisors & Elements Financial Planning software to discuss how he got into working with the dental industry and the power of working with niche markets.Elements Financial Planning s
This is the audio recording from Don Anders' 2018 Fincon Presentation: How to Leverage Social Media as a Financial AdvisorIn this presentation, Don Anders talks about how he got started using Social Media and the basics of leveraging Social Med
Don Anders sits down with Heather Schreiber, a retirement planning and Social Security consultant for financial advisors. Many of your know Heather from her speaking, writing, and consulting work with Ed Slott and his Ed Slott Elite IRA Group.
Don Anders sits down with Steve Caroll who's the Head of Product & Operations at Wealthbox. Wealthbox is a modern CRM (client relationship manager) built for financial advisors. Don and Steve talk about what makes Wealthbox different from the o
Don Anders sits down with Charles Alexander to discuss his unique niche: Creating 90-second explainer videos for financial advisors. Charles discusses the do's and don'ts of explainer videos and storytelling online in general and shares what hi
Don Anders sits down with Victor Medina to discuss Estate Planning for Financial Advisors. Some of the topics we discuss are:The importance of having a true estate plan for clientsUsing Online Services vs. Estate Planning AttorneysHow to find a
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 WebsiteMarketing 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 wor
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
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
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
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