A detour from the usual

Advisortech Insider: Daily Insights for Modern Financial Advisors

Author

Joe Moss
March 27, 2024

Happy Wednesday!

You may notice, in addition to talking about advisortech, I’ve also been meeting with several pros in the industry related to sales & marketing… and those meetings have led to some events I feel will be really helpful for you all (see upcoming event with Nancy Bleeke Noël below).

For example, yesterday I met with Bill Cates to talk about his new book: The Language of Referrals.

Lead gen and email marketing and blogging and youtube and SEO and content and COIs… it’s all good and helpful, but the data does show that referrals have the best ROI.

In fact, yesterday, I talked with a firm that doesn’t do any marketing (in their words), but all their new business comes from referrals.

If you missed the webinar and would like to see the replay, you can view it in the community here (with slides) or on YouTube:

A couple advisors Bill works with add some humor to the ask - check out the video starting at 33 min.

Until next time,

Joe

Upcoming Events

View all our upcoming events on the Community calendar.

Friday, March 29th, 2pm ET:

Tuesday, April 2nd, 2pm ET

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These are recommended tech, but not included in the 10% discounts:

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