Sales & Marketing
One way to differentiate yourself from other advisors is to offer time-saving webinars that demonstrate your expertise and value. An article at Financial Planning provides a step-by-step guide to creating an effective webinar. Step one is to choose a compelling topic. Also, Dan Solin suggests a remarkable, yet simple, method to help boost your conversion rate with prospects, and it’s based on psychological research on stimuli. Are you ready for it? Coffee! Read more about the power of caffeine in Solin’s column at Advisor Perspectives.