(Video) From Brand Awareness To Lead Generation

Financial Advisor Brand Awareness

(Video) From Brand Awareness To Lead Generation

Video Overview

From Brand Awareness to Lead Generation
Financial Advisor Marketing that impacts your bottom line

Tucker Advisors Senior Content Writer Sam Deleo is joined by Senior Digital Marketer Jordan Collins to explain the process of taking prospects from brand awareness to lead generation using content marketing strategies. 

This presentation was given at the Tucker Super Conference XVI in January of 2021 and is only for financial professional use. Insurance-only agents are not licensed to offer investment advice.

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Video Synopsis: From Brand Awareness To Lead Generation

To build a strong financial advisor marketing plan, you need to break down your plan into parts. Sam Deleo explains the importance of your brand aligning with who you are. If the match is off, list values that define you, your business, and its services. That’s your brand.

Once you’ve established what your brand is, you can deliver a visual life to your expertise. Your professional image must be recognizable at the small scales required by digital media so you will want to be consistent with your materials. Don’t use your photo sometimes and your logo at others, be steady with your audience to build trust.

Another brand idea worth trying out is to have fun! Don’t shy away from humor with your brand when the situation arises to provide humor. Share funny anecdotes, photos, videos, and even comments about a local event or sports team. Let’s connect with your local audience to show them that you’re human just like them!

For you to build brand awareness, you need to get out there. After reviewing compliance restrictions, be sure to get your messages out to your audience consistently. By doing this you will receive metrics showing you what works and what doesn’t. It’s crucial to be plugged into the analytics to understand the efficacy of your process.

Now that your audience knows you, do you know them? It pays dividends to know your audience and what character traits define them. By compiling metrics on responses and growth rates you can further inform your process for when you convert these users from followers to leads to clients.

 

marketing-lead-funnel

Now that we’ve defined our ideal financial advisor marketing client and created awareness for our services using online channels it’s time to turn these users into leads. At the top of the funnel, we wanted to gain their attention. Because we have their attention, time is of the essence. We want to show them more of what got them to your page and use a lead magnet to capture their information.

The reason we do this is to have a way to communicate with our leads.

This way we can continue to build our relationship with them through email marketing or through direct contact once they have signaled that they’re ready for a sales conversation. To use your lead magnet, it may be worthwhile to create a landing page that will capture their information and provide analytics to gauge how well your campaign is performing. You want to be sure that these pages are mobile-friendly and optimized to be sure that you’re getting the most out of your campaign.

A great use for this type of page is using previous client inquiries to answer the questions of your future clientele and push them to reach out to you or do a small action that will allow you to contact them. They’ve proven that they’re interested in the information and topics you’re speaking on and it’s time to make a sale. 

Join Tucker Advisors

Call 720-702-8811 or email COO Jason Lechuga at Jason.Lechuga@TuckerAdvisors.com

Explore Super Conference 2021

If you’re on this page, you probably missed the 2021 Tucker Super Conference. No problem! Click on the image below for access to all of our recorded sessions.

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Follow Along on Social Media

Maximizing Your Next Live Event with Brad Smith

Maximizing Your Live Event Hosted By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistIf you would like more information about booking Brad for your next live event, fill out the form below.Free Guide: High Profile Use of AnnuitiesCall 720-702-8811 or...

How to Grow on Twitter as a Financial Advisor

How to Grow on Twitter as a Financial Advisor  By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistTable of Contents Click the links below to jump to a client appreciation event page section specific to your needs.Why Twitter? Setting Up Your...

How Can Retirees Outpace Inflation?

How Retirees Can Outpace Inflation  By Sam DeleoTucker Advisors Senior Content Specialist/EditorAs October drew to a close, our national rate of inflation rose to a whopping 5.4%. The Federal Reserve also announced they would not raise interest rates, but would...
For Financial Professional Use Only. NOT INTENDED FOR VIEWING OR DISTRIBUTION TO THE PUBLIC. Insurance-only agents are not licensed to offer investment advice.
© 2020 Tucker Advisors | All Rights reserved.

(Video) Every Prospect Will Look You Up

(Video) Every Prospect Will Look You Up

Video Overview

Every Prospect will look you up
With 3.5 billion searches on Google per day, it’s a must that you have a solid online presence in 2021.

Tucker Advisors Chief Marketing Officer Justin Woodbury is joined by Creative Director Alli Lankford to speak about how prospects will look you up online before giving your their business. Use these strategies to build confidence in your prospects and future clients! 

This presentation was given at the Tucker Super Conference XVI in January of 2021 and is only for financial professional use. Insurance-only agents are not licensed to offer investment advice.

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When people see commercials and new information that sparks their interest, they grab their phone and look it up. This is called the “Zero Moment of Truth.”

The Zero Moment of Truth states that the internet has changed the way that we as humans behave. After receiving a stimulus, many people will look up others’ experiences to understand how a product or service could affect them. This moment proves to be a major defining factor in the percentage of shoppers doing research before a purpose.

In today’s market, your first impression needs to be consistent in communication and experience across brand touchpoints. That means that the following spaces need to be consistent:

-Your website and online searches

-Your environment (storefront or office)

-Print collateral, signage, and seminar materials

-Content publishing on social media and your web properties

-Sales and customer service experience

-Internal communications with employees

Here at Tucker Advisors, we offer in-house digital marketing services including help with digital marketing, email marketing, graphic design, websites, copy writing, and seminar supplies.

With 3.5 billion searches on Google each day, it’s a must that you have a solid online presence. For most, this means a logo, headshots, imagery, content, a mission statement, and a professional URL with email addresses. Investing in your business also means investing in your reputation. 

If you’d like to learn more you can schedule an appointment through the phone number below. 

tucker-advisors-client-appreciation-guide

Download your Free Client Appreciation Event Today

Join Tucker Advisors

Call 720-702-8811 or email COO Jason Lechuga at Jason.Lechuga@TuckerAdvisors.com

Explore Super Conference 2021

If you’re on this page, you probably missed the 2021 Tucker Super Conference. No problem! Click on the image below for access to all of our recorded sessions.

tucker-super-conference-2021-ticket

Follow Along on Social Media

Maximizing Your Next Live Event with Brad Smith

Maximizing Your Live Event Hosted By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistIf you would like more information about booking Brad for your next live event, fill out the form below.Free Guide: High Profile Use of AnnuitiesCall 720-702-8811 or...

How to Grow on Twitter as a Financial Advisor

How to Grow on Twitter as a Financial Advisor  By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistTable of Contents Click the links below to jump to a client appreciation event page section specific to your needs.Why Twitter? Setting Up Your...

How Can Retirees Outpace Inflation?

How Retirees Can Outpace Inflation  By Sam DeleoTucker Advisors Senior Content Specialist/EditorAs October drew to a close, our national rate of inflation rose to a whopping 5.4%. The Federal Reserve also announced they would not raise interest rates, but would...
For Financial Professional Use Only. NOT INTENDED FOR VIEWING OR DISTRIBUTION TO THE PUBLIC. Insurance-only agents are not licensed to offer investment advice.
© 2020 Tucker Advisors | All Rights reserved.

(Video) Social Media Marketing For Financial Advisors: Live Social Media Posting

(Video) Social Media Marketing For Financial Advisors: Live Social Media Posting

Video Overview

Social Media Marketing For Financial Advisors
Live Social Media Posting: The Do’s and Don’ts of Social

Tucker Advisors Senior Digital Marketer Jordan Collins speaks on the various social media strategies to use when putting together and executing your content marketing plan

This presentation was given at the Tucker Super Conference XVI in January of 2021 and is only for financial professional use. Insurance-only agents are not licensed to offer investment advice.

Video

Video Synopsis: Social Media Marketing For Financial Advisors

When you start out on social media, it’s important to make marginal gains. By this, I mean to start small and work your way up. You don’t want to have 3 mediocre social media channels if you could use the same amount of energy to have 1 great social media channel that is providing value and feeding you leads. Social Media Marketing for financial advisors at the end of the day, is about getting a return for the value you are providing. 

A good way to figure out what you should be posting is by doing some scouting. By scouting, I mean checking out what your competitors are doing online. What channels are they on? What type of content do they post? How often do they post? These are a few of the questions you should be asking yourself as your research your online environment. From here, you can answer these questions for your own practice based on how they are going for others. Once you have an idea of what you’d like to post and how you’d like to appear it’s time to set up your profile.

When setting up your social media profiles, you should aim to fill out everything possible and use a professional image. A professional image is a picture that wasn’t taken as a selfie or in a mirror. You should use a tripod and make sure you have good framing/lighting or you should pay a professional.

Now that your social media profile is set up it’s time to attract people from your target audience using information and content that reflects positively on your business. The post types that we’ve seen work well are interesting, education, service-oriented, and containing financial news. Content types like these offer value to the end-user. You want all of your posts on social media to provide some form of value to your audience as these people are whose attention you want.

To ensure that you are always providing high-quality content, you need to create a content marketing plan. A content marketing plan tells you what’s being posted when it’s being posted, why it’s being posted, and how your audience can interact with your piece of content.

Why put in all this work just to know what is being posted and when?

-Because coming up with posts on the spot leads to posts without value

-You’ll make fewer mistakes

-You’ll post more consistently and frequently

-You can’t focus on the big picture if you’re stuck on what to post

-You won’t miss relevant holiday and yearly opportunity dates to post something engaging, funny, or on-topic

-It will make it easier to track what is working and what isn’t

Now that we have a content marketing plan, we’ve set up our profile, and we have a professional image; what’s next?

Create a content library for where your images, videos, and media will live. If you’re starting really small, this could be as simple as some Google Drive folders. From here you now have a place to access the content, you have a schedule for posting it, and you know the type of content to create for your audience. Depending on your team you’ll need to fill in the gaps on who will be putting the content together and what form it will take (video, pdf, image, etc.)

If you don’t have a creative team of any kind, you may need to get some help. Be sure that whoever you have is attentive to detail, has a track record of creating really professional pieces, and understands your content calendar. For some of these projects, it will save you time and money to work off of pre-approved templates with your creativity. This way your brand appears consistent throughout your content matches your brand guidelines and can be put together efficiently regardless of the differences between last week’s topics and this week’s topics.

From here most of your work will fall into 3 categories: social media management, account growth, and social media auditing:

For social media management, there should be someone on your team dedicated to responding to direct messages on that account, making the posts, and responding to people in the comments.

For growth, you want to figure out how you can get more people to follow what you’re doing. Putting out a post to 25,000 followers will have a much bigger impact on your business than putting out a message to 25. What are your strategies to get more followers? What incentives are easy to provide for a simple follow? 

One organic idea is Facebook allows page owners to invite people who have interacted with their posts to follow their page. I’d suggest doing that for every person who interacts with a post you make. It won’t be an overnight success but it will provide steady growth of people receiving your information. 

If you’re looking for a paid way to speed up this process, you can promote your posts and put some of your budgets to blast those posts out to more people or do a campaign that invites people to like your page. Spending your money to boost a post or do a follow campaign employs 2 different strategies so you can get creative with your objectives.

Depending on what platform you use, I’d suggest digging deeper into strategies people use to gain a larger following.

For Social media auditing, you’ll want to have data from time periods where you’ve been posting consistently, interacting on your page, and generally providing value. This way when you look at your numbers, they’re telling an accurate story. If you have 3 posts in 3 months, there probably aren’t enough followers and interactions to truly dive deep into what is happening because, well, nothing is happening. 

If you do have data from this time period, you know what metrics matter, and you have your analytics setup correctly you can do a lot of high-level activities including: 

How much does it cost to acquire a lead through our social media strategy?

How many leads did we generate using social media?

What is your customer acquisition cost? This will depend on your mix of paid/organic.

If we don’t have our content calendar, our strategy, and our production schedule laid out – how can we ever get to the point of seeing social media’s ROI? You can’t.

This is why we suggest starting small and taking the talents of you and your team to start and as you see the return for what you’re putting in scaling up.

Final 3 tips for social media marketing for financial advisors :

1. Learn the landscape: Prospects, Clients, and Competitors

Check out what your competitors post, what carriers post, and what kind of posts you like to interact with. See what pages with a lot of followers are doing or offering. See how they set up their pages, their posts, and what they’re doing to get people to their website. There are probably a few pieces of their strategy that you can use regardless of how many followers you have. Also learn the differences between the platforms and what audiences hang out there.

Facebook: Community-based content with a large quantity of age 50+

Instagram: personal image and story-based content, age 30-50

LinkedIn: Business advice and info, Networking professionals, sales managers and entrepreneurs

Twitter: Recent events and trends, reporters and journalists

Which one fits our target audience?

Which one fits our content?

 2. Social media is used for marketing content distribution – not sales, we’re at the top of the funnel

80 percent of your social media activity should be geared toward providing something to your audience. The other 20 percent can be devoted to promoting yourself or your business. Users go on social to escape, relax and socialize. Don’t expect a newsfeed ad to instantly motivate a person to invest their life’s savings. If you don’t listen to this, your success rate for gaining an audience and their engagement will be low. Your goal is not to get likes, it’s to grow your business. Social media is a great tool for the modern marketer but its highest goal is to educate your audience and get them to a point of sale. Doing this in a way that is desirable to your online audience is the difference between a dead-end and a windfall.

3. Determine your marketing objectives then crush them!

Social media can feel like a huge waste of time when you don’t know why you’re doing it. Doing it because everyone else is doing it isn’t a good reason. You should be doing it because it contributes to bringing in more potential leads and clients. If you’re just starting out you’ll need to determine what you’re looking for. Here are a few examples of good objectives to set for your business:

-Building an organic list of email subscribers

-Driving traffic to your website

-Engagement on the platform to grow your account’s reach

-Prospect calls or meetings booked once you have a large enough base to market to

I’d suggest looking into compliance-friendly social media for financial advisors – that’s not what today’s presentation was about but it’s important for your practice. You’re 1 google search away from having all the info on that topic that you need and the SEC guidelines are on their website.

Join Tucker Advisors

Call 720-702-8811 or email COO Jason Lechuga at Jason.Lechuga@TuckerAdvisors.com

Explore Super Conference 2021

If you’re on this page, you probably missed the 2021 Tucker Super Conference. No problem! Click on the image below for access to all of our recorded sessions.

tucker-super-conference-2021-ticket

Follow Along on Social Media

Maximizing Your Next Live Event with Brad Smith

Maximizing Your Live Event Hosted By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistIf you would like more information about booking Brad for your next live event, fill out the form below.Free Guide: High Profile Use of AnnuitiesCall 720-702-8811 or...

How to Grow on Twitter as a Financial Advisor

How to Grow on Twitter as a Financial Advisor  By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistTable of Contents Click the links below to jump to a client appreciation event page section specific to your needs.Why Twitter? Setting Up Your...

How Can Retirees Outpace Inflation?

How Retirees Can Outpace Inflation  By Sam DeleoTucker Advisors Senior Content Specialist/EditorAs October drew to a close, our national rate of inflation rose to a whopping 5.4%. The Federal Reserve also announced they would not raise interest rates, but would...
For Financial Professional Use Only. NOT INTENDED FOR VIEWING OR DISTRIBUTION TO THE PUBLIC. Insurance-only agents are not licensed to offer investment advice.
© 2020 Tucker Advisors | All Rights reserved.

(Video) Digital Marketing For Financial Advisors: Digital Marketing Strategy

(Video) Digital Marketing For Financial Advisors: Digital Marketing Strategy

Video Overview

Digital Marketing vs. Digital Marketing Strategy
Knowing the difference could mean extra cash in your pocket.

Tucker Advisors Senior Digital Marketer Jordan Collins speaks on the various digital marketing channels and strategies to use them to their full potential in the coming year 

This presentation was given at the Tucker Super Conference XVI in January of 2021 and is only for financial professional use. Insurance-only agents are not licensed to offer investment advice.

Video

Video Synopsis

Jordan Collins speaks on the different marketing methods available and dives into why you should be using digital marketing to improve your financial advisory practice. One of the motivating factors for this is that over the next 30 years the Baby Boomers will pass $30 trillion dollars to their kids over the next 30 years. Many millenials and future prospective clients dont trust anyone for financial advice and this is an opportunity for financial advisors to grow through digital marketing.

 

Digital Marketing For Financial Advisors

The first thing you want to do in creating a digital marketing strategy for a financial advisor is to define their ideal prospect. If you don’t know who you are trying to reach and what you’d like to say it will be very difficult to measure how effective your campaign is. To do this, we need to think about a few key questions:

-Who are my ideal clients?

-Where do they congregate online?

-Where are people most receptive to my message?

-What are my strengths? What are the strengths of my team?

The answers you have to these questions will inform not only your digital marketing channels but also your digital marketing strategy. A good way to understand your audience is to use your historical knowledge of your financial advisory practice to think like one of your clients. If you can create campaigns that entice their interest, you will have more success.

Digital marketing for financial advisors requires you have an organic and paid strategy. If you are new to organic and paid media you will need learn about the differences between the 2 to fully take advantage of their features.

Paid marketing is like a faucet, when you are spending it’s constantly on. When you aren’t spending on ads, it’s completely off. if your immediate goal is to grow brand awareness and have your materials in front of your audience this is what you’re looking for. The downside is that when your budget is gone, so is the traffic.

In organic marketing, you are creating website content and search engines are cataloguing your website based on keywords and topics. This form of marketing won’t yield immediate results but the big picture result is more visitors to your website that have a qualified interest in the topics and keywords your website is about. Search engine optimization is a great long-term investment in you doing more business with motivated individuals searching for your services.

Mixing paid and organic marketing is the optimal strategy to have short-term attention and long-term website traffic growth. To create an effective Digital Marketing strategy for a financial advisory firm requires and understanding of the marketing cycle.

 

hubspot-Inbound-Methodology

Digital Marketing Strategy For Financial Advisors

Digital marketing strategy is about understanding your audience and what they want from you. Showing someone an ad that doesn’t interest them will not attract them to your business. Trying to sell too early in your relationship will not attract them to your business either. It’s important to understand the journey that clients and prospects take from being total strangers to using your services. Reference the infographic above from Hubspot to understand the digital marketing funnel.

To attract prospects you’ll want to:

-Help users with a problem

-Show them the wholesome aspects of your community outreach

-Delight them with a tool they can use or a useful piece of content

*Hint: See what your competitors are doing and whether it is effective.

Digital Strategy Food For Thought:

-What’s the best strategy for your practice?

-What are you and your team’s strengths?

-What do your current customers want from you?

-Could your pain points be turned into content?

-What is your budget?

-What does your website say about you and your business?

-Do you or your team have the ability to write, make videos, or graphics to illustrate your knowledge?

-Do these platforms contain the people that you are looking for?

-How can you best qualify your leads?

If you can answer these questions, you will be able to easily identify marketing channels to use and which to eliminate.  

Join Tucker Advisors

Call 720-702-8811 or email COO Jason Lechuga at Jason.Lechuga@TuckerAdvisors.com

Explore Super Conference 2021

If you’re on this page, you probably missed the 2021 Tucker Super Conference. No problem! Click on the image below for access to all of our recorded sessions.

tucker-super-conference-2021-ticket

Follow Along on Social Media

Maximizing Your Next Live Event with Brad Smith

Maximizing Your Live Event Hosted By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistIf you would like more information about booking Brad for your next live event, fill out the form below.Free Guide: High Profile Use of AnnuitiesCall 720-702-8811 or...

How to Grow on Twitter as a Financial Advisor

How to Grow on Twitter as a Financial Advisor  By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistTable of Contents Click the links below to jump to a client appreciation event page section specific to your needs.Why Twitter? Setting Up Your...

How Can Retirees Outpace Inflation?

How Retirees Can Outpace Inflation  By Sam DeleoTucker Advisors Senior Content Specialist/EditorAs October drew to a close, our national rate of inflation rose to a whopping 5.4%. The Federal Reserve also announced they would not raise interest rates, but would...
For Financial Professional Use Only. NOT INTENDED FOR VIEWING OR DISTRIBUTION TO THE PUBLIC. Insurance-only agents are not licensed to offer investment advice.
© 2020 Tucker Advisors | All Rights reserved.

(Video) How To Train Your Financial Firm’s Staff

(Video) How To Train Your Financial Firm’s Staff

Video Overview

Need Help Training Your Staff? We’re Here To Help
Whether you are on your first or your tenth team member, let us help.  

Tucker Advisors Executive Assistant to CEO Karlan Tucker, Caroline Reed is joined by Karen Eagle of the Business Development team to show you how to train your financial advisory firm’s staff using the Administrative Assistant Manual

This presentation was given at the Tucker Super Conference XVI in January of 2021 and is only for financial professional use. Insurance-only agents are not licensed to offer investment advice.

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Download your Free Client Appreciation Event Guide Today

Video

Video Synopsis

Caroline Reed is joined by Karen Eagle to go through office procedures, appointments, industry basics, and creating client folders. For many people who are new to working in finance, the acronyms and industry knowledge can be confusing. The presenters outline how to create financial illustrations, the application process, and SIPS information tips to benefit your staff.

tucker-advisors-digital-marketing-tips

How to Train Your Financial Advisory Firm’s Staff

The application process can have a difficult learning curve for someone who has never worked in finance. To assist admins, the handbook outlines how to print and scrub an application. Some advisors would like to use the same application each time but these documents are updated by carriers and could lead to duplicated efforts. It’s difficult as it is to get a client to come in and do paperwork. Having to do the paperwork twice because an application was not up-to-date will cause issues.

Another aspect of the handbook is the submittal process to the carriers and the carrier process. The admin handbook goes through what to expect for employees who have no background in this area. This will help educate and set expectations with your staff to ensure clarity on the carrier process and get you paid faster.

The handbook’s contents also include a section on asset management helping administrators navigate execution of trades, uploading paperwork to a ticket, and checking the submission process. We’ve made sure to include a frequently asked questions portion to try and field any queries you might have.

Join Tucker Advisors

Call 720-702-8811 or email COO Jason Lechuga at Jason.Lechuga@TuckerAdvisors.com

Explore Super Conference 2021

If you’re on this page, you probably missed the 2021 Tucker Super Conference. No problem! Click on the image below for access to all of our recorded sessions.

tucker-super-conference-2021-ticket

Follow Along on Social Media

Maximizing Your Next Live Event with Brad Smith

Maximizing Your Live Event Hosted By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistIf you would like more information about booking Brad for your next live event, fill out the form below.Free Guide: High Profile Use of AnnuitiesCall 720-702-8811 or...

How to Grow on Twitter as a Financial Advisor

How to Grow on Twitter as a Financial Advisor  By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistTable of Contents Click the links below to jump to a client appreciation event page section specific to your needs.Why Twitter? Setting Up Your...

How Can Retirees Outpace Inflation?

How Retirees Can Outpace Inflation  By Sam DeleoTucker Advisors Senior Content Specialist/EditorAs October drew to a close, our national rate of inflation rose to a whopping 5.4%. The Federal Reserve also announced they would not raise interest rates, but would...
For Financial Professional Use Only. NOT INTENDED FOR VIEWING OR DISTRIBUTION TO THE PUBLIC. Insurance-only agents are not licensed to offer investment advice.
© 2020 Tucker Advisors | All Rights reserved.

(Video) Your CRM Needs to Work for You: Redtail For Financial Advisors

(Video) Your CRM Needs to Work for You: Redtail For Financial Advisors

Video Overview

Your CRM Needs to work for you
Your customer relationship management system should be working for you on auto-pilot. 

Tucker Advisors CMO Justin Woodbury is joined by Dusty Russell of Redtail CRM to explain the functionality and capabilities of their cloud-based platform using Redtail for financial advisors.

This presentation was given at the Tucker Super Conference XVI in January of 2021 and is only for financial professional use. Insurance-only agents are not licensed to offer investment advice.

Video

Video Synopsis

Dusty Russell of RedTail CRM presents on workflows, automations, and sales opportunities using Redtail. Workflow processes can be enhanced by using automations to take out manual work. As a result, activities can be assigned based on changes in CRM data allowing for a more streamlined process.

One example of this is to create a workflow that sends out updates when the status of a client changes. This way when the client’s status changes, the automations trigger a workflow to each client based on their status. This notifies your team about what needs to be done for a contact without the manual assignment of a task. Once a status changes, the associated parties are alerted to start their course of action as assigned.

Redtail For Financial Advisors

Redtail for financial advisors also offers functionality to help manage your relationships with automated reminders, advanced search filters, memberships, and keywords from user-defined fields. Having this type of information on clients allows you to have a more personalized customer experience. Another way that the CRM can help you is to give daily note reports on changes, activity reports, and opportunity tracking to give you insights into what is changing with your prospective clients.

Tucker Financial President Darren Petty joins the presentation to add his experience using Redtail. For Darren, Redtail offers workflows to accelerate his practice. Sharing files around the office can cause a lot of confusion when there are multiple versions of the same file. Using Redtail they’ve been able to share materials in an intuitive way that helps grow his financial advisory practice. If you’d like more information on Redtail be sure to visit their website.

Join Tucker Advisors

Call 720-702-8811 or email COO Jason Lechuga at Jason.Lechuga@TuckerAdvisors.com

Explore Super Conference 2021

If you’re on this page, you probably missed the 2021 Tucker Super Conference. No problem! Click on the image below for access to all of our recorded sessions.

tucker-super-conference-2021-ticket

Follow Along on Social Media

Maximizing Your Next Live Event with Brad Smith

Maximizing Your Live Event Hosted By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistIf you would like more information about booking Brad for your next live event, fill out the form below.Free Guide: High Profile Use of AnnuitiesCall 720-702-8811 or...

How to Grow on Twitter as a Financial Advisor

How to Grow on Twitter as a Financial Advisor  By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistTable of Contents Click the links below to jump to a client appreciation event page section specific to your needs.Why Twitter? Setting Up Your...

How Can Retirees Outpace Inflation?

How Retirees Can Outpace Inflation  By Sam DeleoTucker Advisors Senior Content Specialist/EditorAs October drew to a close, our national rate of inflation rose to a whopping 5.4%. The Federal Reserve also announced they would not raise interest rates, but would...
For Financial Professional Use Only. NOT INTENDED FOR VIEWING OR DISTRIBUTION TO THE PUBLIC. Insurance-only agents are not licensed to offer investment advice.
© 2020 Tucker Advisors | All Rights reserved.