Daniel Keever @danielkeeverEFM
Founder of Evergreen Financial Marketing || Helping financial advisors build un-canned brands evergreenfm.com Delaware, USA Joined December 2018-
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Why do lead magnets work? Costco tells us the answer 🌮 If you've ever walked through Costco, grabbed a free sample, and found yourself searching for the lifetime-supply sized box.... This is what your content marketing and lead magnets are designed to do for your prospects.
Every one of these will rob your marketing of its success. Prioritize. Spend the most time on the most important things. You don't have to be everywhere doing everything. Intentionality + focus is how you win.
“Getting an inheritance changes people.” Not the story you expect to hear… but very welcomed
“Getting an inheritance changes people.” Not the story you expect to hear… but very welcomed
We recently picked up an advisor team going through a merger transition. Why? They want to bolster their longevity. They wanted to be better positioned to serve their clients in the long run. Longevity is a core part of your value proposition. Let it show up in your marketing.
These are stories we need to tell for two reasons. 1. Advisors who serve their clients like this are worth their weight in gold. 2. Starting these conversations earlier helps your current clients avoid this situation. This is what your content is supposed to do.
I'm convinced financial advisors would have a healthier, better reputation if Community Notes existed 30 years ago.
Many advisors fall into the trap of “doing marketing” for the sake of being active... Versus doing things that are marketable. You do something in the real world that is incredibly valuable. You create real impact. That’s the thing you’re marketing.
I’ve been reading a lot from marketing educator @thejustinwelsh . Here's his 6-step approach to high-impact writing that converts: (#2 is critical for #financialadvisors... read below for why) He calls it the PASTOR method: 👉🏽 PROBLEM: Articulate a specific pain point your…
Think of the factors a prospect looks for when they select an advisor. It encompasses things like: - Knowledge + Expertise - Personal values - Relatability Are all of these showing up in your marketing? Is it time to dig a little deeper than canned libraries and stock photos?
If you provide value beyond investments (as you should), make it a key part of your value proposition. Our clients have seen great success in specific areas like executive compensation, industry niches, and inter-generational planning (LTC, estates, etc)
The goal of marketing isn’t just to get someone to like you. it’s to motivate them enough to pick you. Know what they're experiencing – both their problems and their vision – and speak to it.
Your clients' stories are your most powerful marketing asset. Now you can leverage them digitally! That's why we've partnered with Wealthtender to bring their industry-first (and only) platform for SEC-compliant client reviews. evergreenfm.com/resources/ever…
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Make sure you do your annual doctor checkins and cancer screenings. Support others to do so also.
Happy birthday in heaven, papa ❤️ Hope you’ll join me on stage for the big keynote tomorrow And that I make you proud! 🥹 ✝️
"I don't know the rules of grammar... If you're trying to persuade people to do something, or buy something, it seems to me you should use their language, the language they use every day, the language in which they think.... write in their vernacular." - David Ogilvy
I really hope Donna does not see this post! She would do it!
Join me and advisor marketing pro @danielkeeverEFM next week! 👇🏼👇🏼👇🏼
Most advisors are NOT using their best marketing asset. 👉🏽 Client stories. They are the fastest way to build trust with prospects. They're essentially digitally scaleable referrals. So why aren't advisors using them? Fear of the SEC cracking down on them. Which, is fair.…
The Great Commission doesn't stop when retirement starts.
Ron Blue with my friends & clients Dennis & Barbara Rainey, heard from Don Miller & Casey Crawford. Day Two at Kingdom Advisors 📍
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Name a better morning snack, you can’t.
We add more value when we listen than when we talk.
@danielkeeverEFM I’m with ya I loved college and grew up a ton But learned everything got my job by self learning, mentors, etc
2024 has been rly good to me: ✨ landed a keynote gig ✨ 6 pounds down ✨ total shift in daily habits ✨ read 3 books (year goal was 12) ✨ new hair on fleek 😝 I’m so darn grateful 🙏🏼 You can do anything and I mean anything you work for
Parents: I’ve shampoo’d 3 heads of hair and read 10 bedtime stories, helped you practice your reading and sang 2 songs, given 5 kisses, & walked back downstairs to get cups of water and special stuffies Goodnight! 😘 Kids: look me make a silly face while I stand on my head!
Human decency: If you're going to use someone's content (that they just posted a week ago) Give them credit!
Curling was invented by the ducks.
I can watch a duck slide on ice for hours
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