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Financial Advisor Blueprint
Welcome!
Who is this course for? (1:08)
About the facilitator (1:17)
About the industry (18:06)
The demand for financial advice (16:13)
Business Planning
Creating Your Business Plan - Production Based Method (19:53)
Creating Your Business Plan - Income Based Method (28:02)
Activity Calendar - which activities drive business (17:24)
Service Model Exercise (19:09)
Technology
The Best CRM for Financial Services
Constant Contact Email: Using email to communicate with your audience (14:05)
Business Development
Referral Process (38:36)
Being ready for business (16:52)
Turning Cold Calling Into Warm Calls Part 1 (43:44)
Turning Cold Calling Into Warm Calls Part 2 (22:24)
Marketing Funnel (18:21)
Follow the Money (23:07)
Partnerships - Not what your thinking. (4:21)
Top Niche Markets (21:41)
Email Marketing Playbook (27:10)
Dressing for Success (15:03)
How to run appointments (46:38)
Serving the Family Market (17:25)
Seminars & Workshops
Introduction to Seminars (25:50)
How to do an Internal Seminar (20:21)
External Lunch and Learns (26:37)
External Seminars for Associations (50:58)
Creating a Public Seminar (40:42)
Seminar comparison (11:37)
The Fastest Way To The Top
Buying A Book-of-Business (48:58)
Personal & Professional Development
Psychology of Selling (37:02)
Client communications
What is your Communication Strategy? (18:27)
90 Day Onboarding Process (49:56)
Working remotely or virtually (16:46)
LinkedIn For Financial Services Professionals
Using LinkedIn Free Search filters to target your ideal prospect (18:43)
Using LinkedIn Sales Navigator to connect with your Ideal Prospect (18:03)
Follow the Money (23:07)
Your LinkedIn 90 Day connection goal - Exercise (3:35)
Bonus Video - Little Know LinkedIn Hack (3:34)
Social Media for Financial Service Professionals
Socia Media Introduction (17:02)
Facebook for Financial Services (18:23)
Instagram for Financial Services (12:06)
LinkedIn for Financial Services (13:21)
Twitter for Financial Services (9:26)
Resources
Suggested Reading List
Turning Cold Calling Into Warm Calls Part 1
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