Advisor's Platform

07/07/2022

Retargeting is a common word we hear when it comes to digital and social media marketing. But how effective is it, and more importantly, are marketers and financial advisors using it right?

Joined by Scott Tucker of Scott Tucker Solutions, Inc. in Chicago, IL, Donovan Stull goes through the benefits of Facebook retargeting and how when used properly, it can not only increase your reach and overall effectiveness of your ads but can also make you the "celebrity no-one has ever heard of" in your market.

06/30/2022

Many advisors are great salespeople. Some advisors are good at marketing, but it's not their specialty. That's not bad, but it's about knowing your strengths and weaknesses.

In this episode, Donovan Stull is joined by David Michalski to discuss the difference between marketing vs sales in the finance world, as well as the pros and cons of hiring internally or outsourcing to a third-party marketing company.

04/12/2022

Thank you to Advisors Excel for the great partnership and highlighting us during their exceptional IUL Masters Academy!
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02/28/2022

How awesome was it to do our first LIVE Social Media Boot Camp in almost two years?! We want to thank all of our advisors and staff who were able to attend with us. Looking forward to the next one!
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12/16/2021

A huge thank you to Advisors Excel for having us out last week to present to the annuity teams and relationship managers! Looking forward to the continued partnership and assisting our elite advisors nationwide.

08/25/2021

08/17/2021

Niche Market Domination Coaching

4,000.00 every month for 6 months.

This program is designed specifically for Financial Advisors looking to dominate a Niche Market. This is an extremely limited program — limited to 12 offices total. Click here to learn more: https://www.advisorsplatform.com/products/niche-marketing

06/04/2021

Have a great weekend, everyone!

05/19/2021

One of the ways you can make yourself look established is by having a really good online presence.

So keep your Facebook, Instagram, LinkedIn up-to-date. That might sound crazy to you, but that's the state of the internet in 2021.

If you're in business now and want to be in business in 2030 and 2040, you should have these established and you should have them set up. This is the really easy way.

03/25/2021

Huge thank you to Rob Russell of Russell Total Wealth and Wellness for the shoutout at Advisors Excel The Journey! Happy to be helping with his digital marketing.

03/03/2021

This is a recording of a live presentation that Tom Hegna and Don Anders did in 2021 on webinar best practices.

Don Anders discusses webinar marketing and software best practices and the top marketing trends of 2021 for financial advisors.

Tom Hegna discusses webinar presentation best practices. From what subjects to cover to how to give a great online presentation that will give you financial appointments.

Afterwards, Don and Tom spend some time doing question and answers from the over 250 attendees.

Resources:
If you're interested in having Tom Hegna host a presentation, you can click here to talk to one of our teammates about that: https://calendly.com/advisorsplatform/tomhegnawebinar

Attend one of our upcoming "Webinar Best Practices" webinars: https://event.webinarjam.com/register/503/vm78li5z