Jerry C. Thomas, CFP®, Author at Essential Marketing Team

How to Create a Marketing Funnel for Financial and Insurance Professionals

Automating and maintaining a consistent flow of qualified leads is essential for growth. The best way to keep this flow is by using marketing funnels.

Features and Benefits Are Not Your Brand’s Value

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Marketing Pricing and Costs: How to Discuss Budget When You Buy Marketing

Marketing Pricing and Costs: How Much Does a New Brand Cost?

How to Turn Your 2022 Tax Guide Into a Sales Funnel

At the beginning of the year, many advisors put together an updated list of tax tables for their clients. Since many of these advisors don’t capitalize on its value, I want to show you how you can turn your tax guide or any other PDF into a sales funnel to generate new clients. What is a Sales Funnel? A sales …

7 Essential Elements to Build a Marketing Campaign for BGAs

I’ve read through enough articles to realize marketing campaigns will take all shapes and sizes. Your campaign comes down to your overall marketing campaign goal. With that being said, I’ve identified seven key elements a successful campaign needs to contain to be able to execute effectively and efficiently. For each element, I’ve included an example. This will help you visualize …

5 Messaging Techniques Your BGA Website Should Include

The average BGA will spend roughly $20,000 a year on their website. This includes quoting tools, hosting, web archiving and backup, single sign-on, and maintenance. This price doesn’t even include design, so it’s worth spending some time on what messaging your website needs to convey in order to attract and convert leads. The most important thing to consider about your …