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Webinar: 7 Steps You Overlooked During Your Last Website Redesign
All - We are hosting a webinar mid-July titled "7 Steps You Overlooked During Your Last Website Redesign." We are sharing best practices specific to financial services companies. We hope you can join us! https://www.outandaboutcommunications.com/webinar/7-steps-you-overlooked-during-your-last-website-redesign
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Snappy Kraken
HI! Does anyone use Snappy Kraken, and willing to share their experience? Thanks!
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New comment May 8
🔍 How to Target a Niche and Boost Your Outreach
***Using Supergrow, I pasted in the attached Youtube link, selected a template, and voilà! --- Old way: 1️⃣ Select your niche hap-hazardly. 2️⃣ Draft, edit, and send emails manually. 3️⃣ Make phone calls. 4️⃣ Figure out what to mail and when. 5️⃣ Engage with posts manually. New Way: 1️⃣ Utilize resources like Conneqtor and Apollo to identify and search for your niche efficiently (example: Financial Advisors targeting CPAs). 2️⃣ Leverage AI-driven tools like ChatGBT and Supergrow to draft compelling LinkedIn connection requests and follow-up messages. 3️⃣ Use sequencing tools to set up automatic emails, manual emails, phone calls, and LinkedIn actions. 4️⃣ Find your prospects using tools like WealthFeed (promo code "proadvisorsuite) that provide a list of prospects with detailed information including net worth, lifestyle attributes, and LinkedIn URLs. 5️⃣ Schedule and manage your outreach sequence, spreading it out over one to two months. New way > Old way In essence, leveraging AI and automated tools could potentially improve your outreach strategy, making it more efficient and effective. Have you given these tools a try? How has it impacted your outreach efforts?
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New comment May 4
🔍 How to Target a Niche and Boost Your Outreach
Skools for Advisors - Weekly growth
4/26-5/3: - Females And Finance by Sheryl Hickerson - +11 members - The Authentic Advisor by Benjamin Ong - +7 members - RIA Operators by Kate Guillen - +6 members - Trained Advisor by Joe Loebach - +6 members - Client Acquisition Academy by Ermos Erotocritou - +5 members - ProAdvisorSuite Community by Joe Moss - +4 members - Million Dollar Practice by Simon Lu - +3 members - FA Success Syndicate by Anton Anderson - +2 members - Simplicity Ops Partners by Kate Guillen - +2 members - New Age Advisor / Firms by Dan Reddish - +2 members See them all at RIAuniversity.com
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New comment May 3
Skools for Advisors - Weekly growth
Service vs. Experience, Fulfillment vs. Transformation
I'm categorizing this as marketing, but you shouldn't do marketing... you should do, well, you'll just have to watch. :) @Dennis Moseley-Williams
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New comment Apr 11
Service vs. Experience, Fulfillment vs. Transformation
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