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2024 Digital Marketing Secrets for Financial Advisors & RIAs - $3 Million Per Month Asset Formula

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Content provided by Alex Khassa. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alex Khassa or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

🚀 Unlock the Secrets to Financial Advisor Success: A Comprehensive 11-Step Guide! 🌟 2024 Marketing Plan for Financial Advisors & RIAs: https://drive.google.com/file/d/1GrUCCFfQ_IgoacwGWsIaHI5Rf2bFRTG9/view Embark on a transformative journey with these crucial steps tailored for financial advisors. Whether you're seeking to boost your sales, refine your marketing strategy, or plan for long-term growth, this guide has you covered. 🎯 Key Strategies: 1. Have A Goal 2. Make the Goal Worthy Of You 3. Follow The 1% Rule to Reverse Engineer Your Marketing Budget 4. Invest $15,000/month in Ad Spend for Every Advisor 5. There is Safety In Overspending on Marketing 6. Leverage the Law of Large Numbers for Marketing Success 7. Plan for Seasonality 8. Include Your Sales Cycle In Your Plan 9. Focus on Revenue Generating Activities 10. Go Virtual 11. Grow through Recruiting 🔍 Explore the Full Guide: Delve into the full breakdown of these strategies and more. Subscribe for future updates and transform your approach to financial advisory success! 🌐 CONNECT WITH US: If you want to become part of our winning ecosystem, there are 2 ways: 1 - If you’re CEO of an RIA with 30+ advisors, book a call directly at https://clientsblackbox.com 2 - If you’re an independent financial advisor or owner of a smaller RIA, you’ll benefit more from this option https://clientsblackbox.com/partner Visit [clientsblackbox.com] for additional resources and discover how we can assist you in reaching new heights in the financial advisory landscape. 🔗 #financialadvisors #successguide #marketingstrategies #adspend #businessgrowth #SeasonalityPlanning #VirtualAdvising #recruitment #FinancialAdvisorSuccess #marketing For more videos, subscribe to the channel.

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14 episoade

Artwork
iconDistribuie
 
Manage episode 396324210 series 3303913
Content provided by Alex Khassa. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alex Khassa or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

🚀 Unlock the Secrets to Financial Advisor Success: A Comprehensive 11-Step Guide! 🌟 2024 Marketing Plan for Financial Advisors & RIAs: https://drive.google.com/file/d/1GrUCCFfQ_IgoacwGWsIaHI5Rf2bFRTG9/view Embark on a transformative journey with these crucial steps tailored for financial advisors. Whether you're seeking to boost your sales, refine your marketing strategy, or plan for long-term growth, this guide has you covered. 🎯 Key Strategies: 1. Have A Goal 2. Make the Goal Worthy Of You 3. Follow The 1% Rule to Reverse Engineer Your Marketing Budget 4. Invest $15,000/month in Ad Spend for Every Advisor 5. There is Safety In Overspending on Marketing 6. Leverage the Law of Large Numbers for Marketing Success 7. Plan for Seasonality 8. Include Your Sales Cycle In Your Plan 9. Focus on Revenue Generating Activities 10. Go Virtual 11. Grow through Recruiting 🔍 Explore the Full Guide: Delve into the full breakdown of these strategies and more. Subscribe for future updates and transform your approach to financial advisory success! 🌐 CONNECT WITH US: If you want to become part of our winning ecosystem, there are 2 ways: 1 - If you’re CEO of an RIA with 30+ advisors, book a call directly at https://clientsblackbox.com 2 - If you’re an independent financial advisor or owner of a smaller RIA, you’ll benefit more from this option https://clientsblackbox.com/partner Visit [clientsblackbox.com] for additional resources and discover how we can assist you in reaching new heights in the financial advisory landscape. 🔗 #financialadvisors #successguide #marketingstrategies #adspend #businessgrowth #SeasonalityPlanning #VirtualAdvising #recruitment #FinancialAdvisorSuccess #marketing For more videos, subscribe to the channel.

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