
Outsourced Financial Planner • https://xitter.cf/t.co/WI0cpHg89V • Featured in @Investopedia, @YahooFinance, & @MarketWatch
Columbus, OH
Joined August 2019
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"7 Of The Biggest Mistakes Advisors Make On Social Media," ft. @SamanthaTwenty, "10 Factors To Determine If Your Potential Niche Is Really Viable (And How To Finetune If Necessary) by @KristenLuke, and more…
👉 benjamindaniel.com/new-advis…
"The Landscape For Back-Office Planning Vs. Client-Facing Roles" ft. @NewPlnrRec, "Yes, Every Advisor Can Learn To Sell Comfortably And Effectively" by Beverly Flaxington, and more…
👉 benjamindaniel.com/whats-tre…
Are you a new advisor hesitant to publish your first blog post, podcast, or video?
A look at how even today's top creators — @garyvee, @MichaelKitces, & @jayclouse — didn't start out PERFECT.
@DefineFinancial's advice: "Just" press publish, learn, & iterate.
👉 Link in bio.
"The Best Way to Get Things Done" by @dollarsanddata, "How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years" ft. @cathycurtis, and more…
👉 benjamindaniel.com/whats-tre…
For all of this and more:
👉 benjamindaniel.com/new-advis…
"Proven Marketing Strategies for Today's Growth Minded Advisors" ft. @dianacabrices
Diana explains:
• Differences between active & passive marketing
• The mindset shift for delegating your marketing
• Tips for keeping testimonials compliant
Key idea:
"Johnny Sandquist Talks AI and Influencer Impact"
@johnellert touches on:
• 2 ways to make your website stand out today
• An easy way to leverage influencer marketing
• A.I. tools to help with messaging & design
Key takeaway:
"5 Top Lead-Generation Strategies for 2024" by @stheder
Susan covers:
• How to improve your messaging
• Post-webinar best practices
• Overlooked referral sources
Key insight:









