Outsourced Financial Planner • https://xitter.cf/t.co/WI0cpHg89V • Featured in @Investopedia, @YahooFinance, & @MarketWatch

Columbus, OH
Joined August 2019
"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…
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"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…
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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.
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"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…
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"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:
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"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:
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"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:
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5 top lead-generation strategies, how to audit your website messaging, "passive marketing" techniques, and more 👇🧵
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