More and more advisors are diving into video as part of their overall marketing plan and utilizing YouTube is a strategy that we hear about often. Most of the move to video came on the heels of the COVID pandemic when everyone was forced to go virtual and get comfortable on camera, and that’s continued on. 

If you’ve thought at all about using YouTube or just want to get a better understanding of the platform, then this episode should help provide you with some of that information. Steve and Ben will discuss the best ways to leverage YouTube and explain why it’s a commitment to get started and keep it going. 

Here’s some of what you’ll learn on this episode: 

• If you go the video route, you have to be willing to commit. (3:00)
• How are financial advisors working YouTube in their marketing strategy? (6:29)
• How to properly format your YouTube videos. (13:11)
• A story about an advisor that brought a client in after they watched videos on YouTube. (18:29) 
• What kind of video services does Steve provide? (20:53)

If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/

There are no sure things in the marketing world but what if you knew the personality of your prospects ahead of time and could tailor your message to most effectively attract them to your services? Today’s guest, Paul Carpenter, has developed a personality profiling business tailored to advisors to help them close at a much higher rate thanks to the ability to build a connection much earlier.

Around 10 years ago, Paul and his team began taking all of the personality profiling they had developed for corporate America and applied it to advisors. This would give financial professionals the ability to profile prospects before they ever came in for their first appointment. So whether you establish that first contact through a direct mail campaign or a seminar or another way, the advisor can capture the communication profile for a prospect to help them find a way to connect quickly and effectively. 

If you’re looking for a different marketing approach, we highly recommend you listen to our conversation with Paul today. We’ll get deep into the psychology of it all and really break down how it all works. And this strategy isn’t just for bringing in new business. It’s also a way to better connect with your existing clients and forge a stronger relationship with those you already work with. 

Here’s some of what you’ll learn on this episode: 

• Background on the idea behind personality profiling for advisors. (1:22)
• Where many advisors and business owners fall on the profile scale. (6:51)
• Applying what we know to our outgoing messages to attract a particular personality style. (13:04)
• The model buyers use against sales people that you need to take note of.  (21:16)
• Why Paul feels like many advisors are on the doorstep of success if they put in the work. (34:26) 
• How do you unwind the competition to attract a prospect away from an existing relationship? (37:30)
• How can you use these personality profiles to provide a better client experience. (37:30)

Learn more about Paul and his business: https://www.paulcarp.com/ 

If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/

Today we welcome on an advisor who has embraced the shift to digital marketing and found great success leveraging it to grow the geographical footprint of his business. Charles Winfrey, Senior Advisor of The Rollover Company in Nashville, is someone we’ve worked with for almost two years now and have watched him implement strategies in this digital world even when things have shifted back to in-person again.

We asked him to be a part of the show to share his approach to digital marketing with you and to open up about some of the processes that have led to his success. Plus, his work with Marvin Mitchell has helped him evolve his business even further, and we’ll learn all about it in this episode.

Here’s some of what you’ll learn on this episode: 

• How we were first introduced to Charles and the innovative stuff he was doing.   (1:40)
• Why he keeps a big piece of his marketing in the digital space despite the world returning to normal post-pandemic. (7:51)
• How his marketing methods have evolved by working with Marvin Mitchell. (17:40)
• Why your team and your process matter for capturing leads. (30:32)
• Building a team and a larger practice versus working independently. (38:55) 

Learn more about Mike: https://www.rollovercompany.com/index.php 

Check out his masterclass: https://www.financialadvisormasterclass.com/optin1668175222861  

If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/