Next Level Advisors

Research that reveals what your prospects want – For Financial Advisors

James Campbell — Wed, 01 Feb 2023 16:56:17 +0000

If you’ve read my previous articles, you’ll know that understanding what motivates your target market at the deepest level is the most important first step in creating marketing strategies, tactics, and campaigns that actually perform and get you new clients. But… how do you do that? How do you understand what someone wants so you… Continue reading Research that reveals what your prospects want – For Financial Advisors

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What Do Prospects Want From A Financial Advisor?

James Campbell — Fri, 13 Jan 2023 22:25:52 +0000

What motivates your prospects? Your first impulse is probably to say “they want a good retirement” and while true, it’s not a specific motivation. You’ll get some clients with an understanding like that, but it’s the same motivation every other advisor is assuming, so if that’s as far as you go you’re going to sound… Continue reading What Do Prospects Want From A Financial Advisor?

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What Motivates Financial Advisor Prospects to Say “Yes”?

James Campbell — Fri, 13 Jan 2023 16:19:21 +0000

I spent my first few years running Facebook Ads doing a “try it and see what sticks” methodology. I had more losers than winners, by far. There were no structures, no principles, and no strategy. If something worked, I couldn’t explain why. If it didn’t work, I couldn’t explain that either. It wasn’t until I… Continue reading What Motivates Financial Advisor Prospects to Say “Yes”?

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