Emerging Advisor Podcast

Ep 8: Embracing New Technologies & Processes with Don Anders

December 3, 2020

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