Category Archives: Client Referrals

The Magical Words to Get Your Press Release Published

Marketing expert Jeffery Dobkin gives excellent advice on how to get some free advertising through press releases.  Here’s what he recommends… Call the reporter or editor of the periodical you are targeting and ask them, “Are you the person I … Continue reading

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Aloha Summer Income!

Aloha can be a greeting or a good-bye.  Let’s make this summer a greeting to profits instead of a good-bye.  Here’s one way to do it.  Have a Client/Friends and Family of Clients/Prospects Luau!   People want to have fun in … Continue reading

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Simple Way to Get Referrals

Here’s a terrific way to get a new client talking about you…AND what you do.  When a client comes on board, send a big bunch of brightly colored balloons thanking them for becoming clients—to their workplace.  No logo… no advertising… … Continue reading

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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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