Category Archives: Client Referrals

Here’s One to Get Your Letters Read…

In the age of 140 characters and Twitter, many people will see a letter on letterhead and just give it a once over before chucking it.  How can you slow them down and actually get them to pay a little … Continue reading

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This Is How You Can Guarantee Your Client Fortune

How would you like to get people to your website?  Here’s an idea you could use in many ways, which I’ll discuss in a second.  Go to the internet and Google – Custom Fortune Cookies – and you’ll find many … Continue reading

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Host a Happy Hour… get an unending flow of great prospects forever

First, find a fun, outdoor place with great happy hour appetizers.  Second, put together a list of professionals that share similar clients (CPA’s, Lawyers, Realtors, Mortgage brokers, podiatrist, chiropractors, dentists, etc.). Now, invite them to the happy hour!  You want … Continue reading

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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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