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Monthly Archives: June 2008
Creating Customer Loyalty
Old-fashioned ideas revisited for best customer loyalty A businessman who owns three restaurants sat down recently and hand-wrote a postcard to everyone on his customer list, inviting them to join his rewards programme. He had a 20% sign-up rate from … Continue reading
Posted in Client Referrals
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Contact and Trust
Studies have shown that 72 percent of the public looks at financial planners as product pushers instead of professional advisors. Whatever marketing tactics used to work have been stripped of their power and effectiveness because of the public’s skepticism. The … Continue reading
Posted in Lead Generation
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Thank You, Thank You
Handwritten thank you notes tell people you have style and grace. You can simplify the thank you process by using this step-by-step method: Always have a box of thank you cards open and ready in your desk drawer Always have … Continue reading
Posted in Client Referrals
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Substance Over Style
Too many client newsletters are beautiful trash. They are beautiful to look at but boring to read. Spending a pretty penny on a newsletter because it looks beautiful and professional is probably the biggest scam going in our industry today. … Continue reading
Posted in Lead Generation
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Direct Mail Is Not Dead
Direct mail is not dead. Direct mail is not overused. Direct mail is a way to get a client to listen to you for more than a sound bite if done properly. In order for direct mail to be effective … Continue reading
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The Best Referrals Are Those You Do Not Ask For
So many advisers are constantly looking for new leads when what they should be chasing is the holy grail of all leads, referrals! However, I know how hard it is to ask for referrals. That actually works in your favor … Continue reading
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Leveraging Warm Prospects
The diamonds are at our feet as the old story goes. If you have been in business more than a couple of years, you should have built up quite a list of warm prospects…if you haven’t been putting those prospect’s … Continue reading
Posted in Successful Seminars
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Which professionals are worth approaching and which are not?
Which professionals are worth approaching and which are not? That at first seems like a difficult question but it is really quite simple. Approach the professionals that currently work with your clients. Give the your clients accountant a call during … Continue reading
Posted in Client Referrals
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Would you like to receive $1,000 a week for life?
Would you like to receive $1,000 a week for life? That is a terrific headline. Why? First it talks to the prospect reading the headline (Would YOU like to…) Second it gives the prospect a reason to be interested. Whether … Continue reading
Posted in Lead Generation
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