Ep 8: Embracing New Technologies & Processes with Don Anders Emerging Advisor Podcast

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 Anders
2:34 – When he first started marketing on Facebook
4:20 – Shift from direct mail to digital
6:39 – How you should think about list-building and your database
14:50 – Lead management  
15:28 – Coffee Drops
19:12 – Consistency is key
23:38 – Digital marketing companies
27:04 – Don’s story of how he transitioned his business to virtual
34:07 – Use this time to be introspective about your business
39:56 – How to learn more about what Don does