Diane Pearson has over 34 years of experience in the financial advisory profession where she specializes in assisting women who are going through transition, such as divorce, death, retirement, inheritance, or a career change to understand their financial options.
- 00:16 Diane’s background
- 00:45 What got Diane interested in financial advising?
- 2:00 How Diane found her largest client
- 4:00 How to track social media marketing performance
- 7:21 Specific amount of time Diane spends on marketing her Financial Advisor firm
- 8:30 Should you outsource the management of your clients’ assets?
- 9:11 Biggest concerns from clients lately
- 10:27 How often do you directly interact with clients?
- 11:17 Diane’s ideal client
- 12:28 Best way to find your ideal clients + convince them to work with you
- 14:19 Specific times Diane has profoundly helped clients
- 16:10 Diane’s specific marketing strategies employed to find new clients
- 18:13 Can you find clients on TikTok?
- 21:05 What are you working towards?
Twitter: https://twitter.com/DianeMPearson
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
