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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 …