Sequence_of_Returns
Client education/Sales tool
Impact of Taxes and Volatility
Client education/Sales tool
eBook: Get A-Level Clients
[This is a writing sample. The content of this eBook is intended for financial professional use only. Not for use with the general public.]
Blog Post: How to Craft a Mission Statement That Actually Improves Your Business
[This is a writing sample. The content of this blog post is intended for financial professional use only. Not for use with the general public.] If you are at all interested in marketing, you may have heard of marketing expert and author of Building a StoryBrand, Donald Miller. I was listening to a video Don did recently where he talked about the book, Top 101 Mission Statements from Top Companies. And he said, truthfully, most were pretty awful. Here's why: First, a perfect illustration proving most mission statements aren't what their owners hope they are: In consulting with another company’s leaders, he asked the CFO to tell him the
Landing Page Copy
I wrote the copy for this webinar offer landing page, which resulted in a 49% conversion rate. [This is a writing sample. The content is intended for financial professional use only. Not for use with the general public.]
Blog Post: Volatility Control Indices: Are they as good as they look?
[This is a writing sample. The content of this blog post is intended for financial professional use only. Not for use with the general public.] Right now, it’s tough to find an S&P 500® cap on a fixed indexed annuity or indexed universal life product that will get a client excited. With the recent drop in the market and rates at an all-time low, you’re likely searching for a way to give your clients SOME hope of a credit in their indexed annuity or IUL policy. Have you considered a volatility control index? In this post, we dive into ways to evaluate them -- Unfortunately, a low-rate environment is nothing new, but it's prompted many i
Email Copy
I wrote the subject line and body copy for this email offer for a prospecting video. The open rate was 37.5% and click-through rate was 9.4%. [This is a writing sample. The content is intended for financial professional use only. Not for use with the general public.]
Landing Page Copy
I wrote the landing page copy for this presentation lead magnet, which had a 41% conversion rate. [This is a writing sample. The content is intended for financial professional use only. Not for use with the general public.]
Blog Post: How Financial Professionals Can Multiply Their Marketing Efforts
[This is a writing sample. The content of this blog post is intended for financial professional use only. Not for use with the general public.] If you're tired of cold calls to drum up business, want more than a mailing campaign, OR you're looking for a way to get seen by more of your ideal clients — you may be interested in a different way to grab your prospect’s attention in a crowded market... This “different way” I’m referring to is inbound marketing, which is often called content marketing. Despite the fact that "Content marketing has exploded in the last few years... and is projected to be worth $412.88 billion, by as soon as 202
Email Copy
I wrote the subject line and body copy for this email, which had a 51.9% open rate and 10.3% click-through rate. [This is a writing sample. The content is intended for financial professional use only. Not for use with the general public.]
Case Study: Creating Signage for The Chauncey— A New High Rise Mixed Use…
The Process of Getting to the Signage Solution Even facing some challenges, there was confidence in the ability to deliver. In part because the building owner is someone they’ve partnered with previously and knew they could work well together. Everyone involved was focused on the end-user and that made for “one of the most smoothly run projects I’ve seen in my 20 years,” Carlson said. Rohrbach commented "Bryce and the team's responsiveness is a great asset. When options are required we were pr
eBook: 4 Ways Elite Agencies Drive Business
This is a writing sample. The content of this eBook is intended for financial professional use only. Not for use with the general public.
Blog Post: Why More Women Should Become Financial Advisors
[This is a writing sample. The content of this blog post is intended for financial professional use only. Not for use with the general public.] My daughter will soon be graduating high school and is in that stage of life where she’s puzzling over which career path to take. Being in the financial services industry, I asked if she’d considered becoming a financial advisor. Her response?
eBook: A 5-Step Formula for Building Valuable Client Relationships
This is a writing sample. The content of the ebook is intended for financial professional use only. Not for use with the general public.
Blog Post: Why Your Marketing Results May Not Matter
When looking at your marketing efforts, the main focus is probably on the results that were achieved. Maybe that sounds obvious. After all, that’s how ROI is proven, right? Because you’ve learned that it’s more than just working hard, it’s the results that are achieved… If you are a marketer or work with a marketing agency, you have probably cranked out many blog posts, offers and emails over the years. And you feel pretty good about the work that has been done. But maybe… just maybe… your bus
eBook: How to Build a Residual 6-Figure Income
This is a writing sample. The content of the ebook is intended for financial professional use only. Not for use with the general public.
Blog Post: 7 Questions to Ask Before Hiring a Marketing Agency
Does marketing keep getting pushed to the bottom of you to-do list? A lot of businesses face this when busy doing the work that pays the bills. If you’re at that point and looking for a partner to help you continue to grow your client base and your revenue— it might be time to consider hiring a marketing agency. However, not all marketing agencies are created equal. Before you invest your capital and time in a marketing agency, there are a few questions to consider. Do they understand your uni
Blog Post: New Ways to Approach Retirement | Kicking Off A New Venture As A Senior
Submitted by Bradford Financial Center on December 14th, 2018 Here’s why retirement is a great time to get your business off the ground. A lot of seniors are exploring their true passions as their full-time careers draw to a close. Eagerly stepping into the second act of their lives, they’re finding fulfilling work while in retirement. If you, too, want to challenge yourself, have a flexible schedule, and do something you love while bringing in some extra retirement income, consider starting
