Latest articles and updates
A fascinating pattern emerges when you study the marketing approaches of the industry's most successful financial advisors. Recent research from the Financial Planning Association reveals something th...
Read MoreWe recently spoke with a financial advisor in Calgary who was spending $8,000 a month on digital marketing. He was generating 150 leads per month but closing only 3-4 clients. His cost per client was ...
Read MorePicture this scenario: A prospect fills out your website form requesting a consultation. They seem genuinely interested during your initial phone conversation, asking thoughtful questions about your s...
Read MoreA financial advisor in Edmonton recently shared a frustrating story with us. Over six months, he spent $18,000 on various lead generation campaigns—Facebook ads, Google AdWords, LinkedIn outreach, a...
Read MoreAn accomplished financial advisor in Vancouver recently expressed a frustration we hear often: "I have 15 years of experience, multiple certifications, and consistently deliver excellent results for m...
Read MoreA financial advisor in Ottawa recently noticed something puzzling in his website analytics. His Google Analytics showed that someone had visited his website 47 times over six weeks, spending an averag...
Read MoreMost financial advisors are so focused on competing for existing clients that they're completely missing the largest wealth transfer opportunity in human history. According to the Federal Reserve's co...
Read MoreAn experienced financial advisor in Toronto recently shared a frustrating story that we hear more often than you might expect. After 18 years in the business, multiple certifications, and a track reco...
Read MoreSarah Mitchell, a financial advisor in Mississauga, Ontario, had been struggling with traditional lead generation for months. Despite spending over $12,000 on Facebook ads and Google campaigns, she wa...
Read MoreA financial advisor in Halifax recently shared an intriguing observation: "I watched a colleague with half my experience and fewer credentials consistently win over prospects in situations where I cou...
Read MoreAfter analyzing registration data from over 500 educational seminar campaigns across North America, we've identified clear patterns in which retirement planning topics generate the highest attendance ...
Read MoreA financial advisor in Winnipeg recently shared a story that resonates with many advisors: "I knew seminars could transform my practice, but I was terrified of public speaking. The thought of standing...
Read MoreA financial advisor in Richmond recently discovered something that fundamentally changed his practice. After struggling with digital marketing for two years, he decided to try hosting an in-person sem...
Read MoreYour client sits across from you, nodding as you explain their investment options. They agree to your recommendations. Six months later, they call to say they've moved their portfolio to another advis...
Read MoreA financial advisor in Surrey, British Columbia, recently shared a story that perfectly illustrates the biggest mistake most advisors make with seminars. "Last year, I hosted a seminar that attracted ...
Read MoreA financial advisor in Edmonton discovered something about human psychology that completely transformed her seminar attendance rates. After struggling with 40-50% no-show rates despite strong registra...
Read MoreA financial advisor in Calgary recently shared a pattern that was driving him absolutely crazy: "I deliver what I think are excellent seminars. I cover comprehensive retirement planning strategies, pr...
Read MoreA financial advisor in Oakville recently experienced something that completely flipped his world upside down. After years of struggling with cold calls, LinkedIn outreach, and networking events that f...
Read MoreA financial advisor in Burlington, Ontario, discovered something that completely shattered his understanding of how people make buying decisions. During his educational seminars, attendees seemed enga...
Read MoreA financial advisor in Richmond Hill recently blew our minds with a story that changes everything about seminar ROI. Instead of treating his retirement planning seminar as a one-night event that eithe...
Read MoreA financial advisor in Mississauga recently made a confession that stunned us: "I'm fundamentally lazy when it comes to prospecting. I hate cold calling, networking events exhaust me, and I put off fo...
Read MoreA financial advisor in Markham recently shared one of the most frustrating problems in seminar marketing: "I'm fantastic at getting people to register. Sometimes 45-50 people sign up, and I'm thinking...
Read MoreA financial advisor in Oakville recently discovered something that blew his mind about client acquisition. After tracking his conversion rates for two years, he noticed something extraordinary: prospe...
Read MoreA financial advisor in Hamilton, Ontario, recently completed an exercise that completely shattered his assumptions about marketing ROI. After tracking his acquisition costs across every channel for 18...
Read MoreA financial advisor in London, Ontario, recently shared a confession that perfectly captures the biggest misconception holding back successful advisors: "I avoided seminars for three years because I t...
Read MoreIn an age where nearly every brand runs ads on Facebook, Instagram, and YouTube, it is no surprise that many financial advisors are trying to do the same. After all, if everyone is spending time on so...
Read MoreA financial advisor in Mississauga recently discovered something that completely changed how he thought about first impressions. During a seminar break, he overheard two attendees discussing their ini...
Read MoreA financial advisor in Vancouver recently made a discovery that turned his marketing world upside down. After months of offering "free consultations" with minimal response, he changed one simple word ...
Read MoreA financial advisor in Kitchener recently made a discovery that completely revolutionized his seminar results. After delivering what he thought were excellent presentations for months with disappointi...
Read MoreA financial advisor in Burlington recently shared a frustrating story that perfectly captures what's happening to LinkedIn marketing across the industry: "Two years ago, my LinkedIn outreach was crush...
Read More