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New Age Advisor - Lead Gen & Business Growth Tips for Mortgage Brokers
Dan Reddish Consulting
4 episodes
1 day ago
WHAT IS A NEW AGE ADVISOR? A new age advisor is an advisor that works less and earns more by using technology to do all the heavy lifting. While an old school traditional advisor may spend a day of their week travelling to a networking meeting, another day contacting a list of bad leads they had bought in and another day sending invoices and sitting on the phone for hours on hold to lenders. Don't let the more tech-savvy generation of financial services professional take your piece of the pie. Don't be a slave to your business and have to retire late. Be the Netflix, not the Blockbuster!
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Marketing
Business
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All content for New Age Advisor - Lead Gen & Business Growth Tips for Mortgage Brokers is the property of Dan Reddish Consulting and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
WHAT IS A NEW AGE ADVISOR? A new age advisor is an advisor that works less and earns more by using technology to do all the heavy lifting. While an old school traditional advisor may spend a day of their week travelling to a networking meeting, another day contacting a list of bad leads they had bought in and another day sending invoices and sitting on the phone for hours on hold to lenders. Don't let the more tech-savvy generation of financial services professional take your piece of the pie. Don't be a slave to your business and have to retire late. Be the Netflix, not the Blockbuster!
Show more...
Marketing
Business
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Blow Up Your Financial Services Business with a Social Media Profile Funnel-Easy and Free to Set Up
New Age Advisor - Lead Gen & Business Growth Tips for Mortgage Brokers
24 minutes 4 seconds
3 years ago
Blow Up Your Financial Services Business with a Social Media Profile Funnel-Easy and Free to Set Up

5000 friends - 5000 opportunities  

Most financial service pros fail on social media, they post ads asking for the sale to cold audiences  (people who know little about them) and wonder why they get little to no response.  

You wouldn't ask someone to marry you on your first date.  

Building trust and authority are essential in the buying journey.  I

If your advisory firm is still relying on old hat marketing tactics like relying on referrals and buying in junk leads and not using a trust building sales funnel you're missing out and your lead gen efforts will be crushed by your competitors who are.  

Thankfully it's not too late.  

I've recorded a free training on how a funnel can not only build trust and authority but weed out all of the time wasting, low quality mortgage leads that have plagued the industry since the stamp duty holiday announcement leaving you to only deal with qualified and predictable leads who are in the market for your services right now.   I

f you’re not already using sales funnels in your business, you’re missing out on a huge opportunity.   

This is a quick and easy way to blow up your financial services business in 2022 with a social media profile funnel  

Businesses that are late to this trend are going struggle and your competitors who are using them are going to crush you.  

Not fun, right?   

I get it.  

There’s a lot of information on there on the subject of marketing which means you can very quickly become overwhelmed.  

Well, luckily for you - there is something you can do to prevent this.   

Here's a free training around the organic profile funnel that we did in our paid group coaching call which I've decided to release free of charge to hopefully help some of you guys out with your lead gen.  

It's a great way to generate free leads using your personal social media profiles.  

5000 friends - 5000 opportunities!  

If you're not employing this strategy then you're leaving thousands on the table.  

Check out the video version of the training here:

https://www.youtube.com/watch?v=c_PyBBGz378&t=16s

Have an amazing day

New Age Advisor - Lead Gen & Business Growth Tips for Mortgage Brokers
WHAT IS A NEW AGE ADVISOR? A new age advisor is an advisor that works less and earns more by using technology to do all the heavy lifting. While an old school traditional advisor may spend a day of their week travelling to a networking meeting, another day contacting a list of bad leads they had bought in and another day sending invoices and sitting on the phone for hours on hold to lenders. Don't let the more tech-savvy generation of financial services professional take your piece of the pie. Don't be a slave to your business and have to retire late. Be the Netflix, not the Blockbuster!