Ep 8: Embracing New Technologies & Processes with Don Anders

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Emerging Advisor Podcast

Business


We’ve talked about using this time in 2020 as an opportunity to evaluate and improve your business. One area that needs the attention of many advisors is marketing and lead nurturing. Today we welcome on Don Anders of Advisor’s Platform to tell us how to embrace new marketing platforms and processes to reach prospects and convert them into clients. Read more and get additional resources here: https://www.emerging-advisor.com/ep-8-embracing-new-technologies-processes-with-don-anders/  Connect with our guest: https://www.advisorsplatform.com/  What we discuss on this show: 0:45 – Joined today by Don Anders2:34 – When he first started marketing on Facebook4:20 – Shift from direct mail to digital6:39 – How you should think about list-building and your database14:50 – Lead management  15:28 – Coffee Drops19:12 – Consistency is key23:38 – Digital marketing companies27:04 – Don’s story of how he transitioned his business to virtual34:07 – Use this time to be introspective about your business39:56 – How to learn more about what Don does