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How to Become a Successful Financial Advisor: Your First Year

​If you’re a financial advisor, make sure you get The Ultimate Financial Advisor’s Guide to Getting More Clients. It comes with a money-back guarantee, because if you can’t get more clients with the information, I don’t deserve to keep your money. What does it take to become a successful financial advisor? What are some good first year financial advisor goals? …

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Get Creative with Video Marketing (Part 2)

Without preaching about one specific product on your shelf, you can dissect a type of product — or debunk a popular financial misconception — for the benefit of clients who find such issues complicated. Explainer videos make for shareable, snackable content because they can offer valuable information that educates, says Javed Khan, president of Empression Marketing in Aurora, Ont. If …

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Tell Your Story Through Video Marketing (Part 1)

As the financial services sector moves toward greater transparency, there’s more pressure on financial advisors to articulate their worth to clients and prospects. Videos can “humanize” your brand, especially if you are affiliated with a larger entity, says Javed Khan, president of Empression Marketing in Aurora, Ont. Think about what sets you apart and how your life experiences have informed …

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A new level of client gift-giving

A bank’s campaign demonstrates the importance of knowing your clients An overstretched caregiver tending to her ailing husband receives a trip to London to visit family. A woman who has received a cancer diagnosis is treated to a spa getaway. A young woman who has struggled to save for art college receives a gift of art supplies — plus a …

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Developing a Twitter Strategy

Devise a consistent routine of checking in, sharing and responding Twitter has the power to amplify your online presence, enabling you to connect with your audience while reaching new members of your market. “It’s an opportunity to get in front of other people,” says Javed Khan president of Empression Marketing Services in Toronto. “If they like something you put out …

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10 Effective Digital Lead Generation Ideas for Your Mortgage Business

Inbound marketing isn’t going away anytime soon, people. What this means for your mortgage business is that your audience no longer wants their attention bought––they want it earned. With the marketing environment getting more and more diverse, it can be confusing for a mortgage broker to know where and how to generate leads. With the ever growing world of digital …

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5 Reasons Why Google Analytics is the Secret Ingredient to your Website

I’m guessing you’ve heard of Google Analytics? Yes? Okay, have you installed this feature on your website? Don’t let intimidation, procrastination or doubt of its usage hold you back. I strongly believe it is the most fundamental tool and is the secret ingredient to the success of your website presence.  So, why don’t you have google analytics as part of …

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Canada Anti-Spam Legislations Series Part 3 – Rules for CEMs

Adhering to Canada’s anti-spam legislation means more than obtaining consent from recipients. Your commercial electronic messages (CEMs) — digital communications such as emails and e-newsletters — must follow strict rules as well. LEARN MORE