Category Archives: Client Referrals

What does your envelope look like?

You should treat envelopes as mini-billboards.  It’s what people first see.  Make sure you are communicating right from that first look.  Here are some points to keep in mind: I know you love the name of your company and your … Continue reading

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How to make sure your Whitepaper is powerful

Whitepaper expert, Gordon Graham, identified the following criteria to make your whitepaper as effective as possible: It cannot be one-size-fits-all.  You must identify a single need or specific target, market and address that one need or market. Do NOT put … Continue reading

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What’s Up Doc? (Here’s how to get in front of physicians)

If you have a few doctors as clients… and you are looking to bring on more, here’s a program that will help you do it!  Courtesy of 5Q Group. Physician-Professional Marketing Program

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Give Prospects the Gift that Costs 2 cents

First, I’m assuming that you mail your clients and prospects a newsletter, at least monthly.  If not, START!  The #1 reason people leave their current advisor is lack of contact.  So use contact to keep your clients… an to take … Continue reading

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‘Tis the Time of Year to Plan Your Huge 2017!

Is your practice built on the 8 Pillars of a Successful Practice?  If you are not seeing the kind of success you want from your practice… make sure you have incorporated the following 8 principles into your business successfully: Zero … Continue reading

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You Think They are Basic… But Clients WANT THIS INFO!

Just saw the key to growing a huge practice over the next 5 and 10 years… a survey done with consumers interested in retirement. Believe it or not… The survey found that less than 20% of those surveyed were familiar … Continue reading

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Ho! Ho! Ho! Santa has arrived with clients!

How do you turn the Holidays into a fun way to find new business?  Host a Christmas Lights Tour for your clients… their families… and their friends.  It is surprisingly inexpensive and easy. It’s also a great way to turn … Continue reading

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Getting the One You Missed Back into the Office

Ever had a prospect quit returning your calls?  It’s really difficult in today’s world of smart phones, to get hold of a client if they opt out of your sales process and won’t return your calls.  So what do you … Continue reading

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Little is Better than Big!

Bigger isn’t always better.  When it comes to ads in the paper, you are much better off with a small ad… repeated over and over and over.  The cost is the same, but your results will be much better. Here’s … Continue reading

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The END of Tax Season… Guess who can see you now?

We all would love to have accountants refer their clients to us… but they rarely do.  How can you change that? First, understand why accountants don’t refer… they are protective of their clients and they mistakenly believe that doing NOTHING… … Continue reading

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