Best Practices

Our Process
The Radical Promoting, 3-step program is specifically designed to help advisors, build and grow their businesses, and become the go-to financial advisor for their area.

Our goal is get you to the point where you have a consistent stream of appointments, and you are consistently booking appointments with 70 to 80 percent of the people at your events, and closing 60 to 70 percent of the people you meet.

Once we have built an effective and sustainable sale machine, the Radical team will then work with you on scaling your business and helping you become one of the dominant advisor in your area.

Throughout this process, the Radical Promoting team will be working with you and your staff to ensure the program is a success for you.

Here’s how the Radical Program works:

Step 1: Develop Name Recognition

As part of this process, we help you build a brand image that people will recognize. We help you build an infrastructure that supports that brand (website, social media profiles, etc.) so that wherever people look they know who you are, what you do, and without a doubt, how you can help them.

Step 2: Become Recognized as The Local Go To Expert

Once people know who you are, what you do, and how you can help them, we then demonstrate to them why you are the go-to expert in your area. We do this primarily through a weekly financial column that is written by an active financial advisor. This weekly financial column is then promoted on your website, social media profiles, and email marketing system. We also publish for you a weekly podcast (all done for you), question of the week videos, and other marketing channels—all designed to help you become recognized as the local go-to expert.

Step 3: Give People an Opportunity to Ask Their Questions

Once people know who you are, what you do, how you can help, and they believe you to be THE expert in your field. The next step is to give them an opportunity to ask you their questions and get the answers they need in order to take control of their financial future.

Once you’ve completed steps one and two correctly, step three becomes a breeze, and you will see your conversations shift from “Why should I trust you?” to “What do you think I should do?”

Learn specific tactics within these steps in our 3-Steps to Radical Success Guide!

Additionally, one of the interesting things we’ve found was that when clients reported seeing the advisor in more than one medium, the overall net worth of the client doubled from $320,000 to $640,000, which makes sense when you think about it. Consumers who have north of $500,000 have options; they are going to research their advisors before working with them, and they are looking for more out of their advisors. So, having a comprehensive online marketing strategy becomes critical for attracting those higher net-worth individuals.