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4 Reasons Advisor Lead Magnets Fail
Daniel Keever Daniel Keever

4 Reasons Advisor Lead Magnets Fail

To be successful, a lead magnet has to be genuinely valuable to your target prospect. Here, we need to drill down on a more useful definition of “value”.

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Why Financial Advisors Need to Tell More Stories
Daniel Keever Daniel Keever

Why Financial Advisors Need to Tell More Stories

It’s about time that advisors start telling the stories of the life changing work that they do with amazing people. That's the heart of your value proposition. That's the heart of your marketing strategy.

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Invest Like a Mom
Daniel Keever Daniel Keever

Invest Like a Mom

Few people get "investing" like a mom. In honor of Mother's Day, we sat down with a few all-star moms and asked them to tell their stories.

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