How do you become a top marketer without turning your life into a workaholic hell and without reducing the amount of effort to help your clients to financial success? In other words, how do you become a top advisor (because top advisors are not only
When you started a financial advisory practice, you took many things for granted. Things simply work a certain way. Let us take that all-important thing, the sales. Meaning how the practice actually acquires new customers. You were told that there is something called the CRM
Micro commitments are crucial for getting people to complete your quiz, and commitment questions are beginning hooks. An easy commitment question should always be your first question and can be useful in the middle of a quiz if it is on the longer side of
What kind of background knowledge does your target audience have? How are they currently solving their problem? Successful marketing depends on gathering and applying knowledge about your target audience.
If you have a social media account – especially with connections to teenagers – then you have probably seen a category quiz without realizing it. How does your personality match a Disney character, entrepreneur, or tv show character?
So, in preparation for some neat new features, RiXtrema will be launching in the coming weeks, I interviewed some of our clients (retirement specialists). With a little additional independent research, I found some useful tips as to how advisors exploit a competitive advantage to convert
We have had several clients ask for scenarios that pertain to the upcoming US presidential elections. Clearly there is a lot of uncertainty around an election that is more divisive than any in memory. While direct comparisons to other events in US history are hard
When setting out to craft a quiz funnel it is important to remember that you are creating primarily a marketing quiz. That does not mean that the quiz taker does not receive any value. They do. But the value is your offer. The genius of