Category Archives: General

Put your marketing on steroids by creating a killer 5Q. This guide will walk you through developing an “elevator speech” that you can use to generate more referrals in the next 6 months than you’ve had in your entire career. … Continue reading →

What two crises does every sale have? Objections and “the close”. It’s at these two places that the success or the failure of your sale teeters on the edge. What if you actually used these two crisis moments to create … Continue reading →

A 2011 Pew Research survey showed that over 50% of adults in America now use Social Media on a regular basis.  You probably already knew that.  Here’s what you might not know… What do you think is the most important … Continue reading →

Depending on the license you hold… you may or may not be able to use a straight client testimonial.  Registered Investment Advisors are barred from straight out testimonials by Rule 206(4)-1(a)(1). Fortunately, some of the best ways to use testimonials … Continue reading →

Postcards are fickle prospect generators… it’s all about timing.  Your postcard has to be about something that people want RIGHT NOW!  It can’t be about vague things like retirement planning or IRA’s if you want it to be successful. So, … Continue reading →

How you describe what you do, can be the difference between a quick sale… and a quick exit. When you have an astoundingly interesting “elevator statement”, you can hook people instantaneously. Your goal is to get them to say, “How … Continue reading →

I’m betting a boatload. Well, now you can do just that… read your prospect’s mind, in a recent in depth study on how clients buy called, “How Clients Buy: Benchmark Report on Professional Services Marketing and Selling from the Clients … Continue reading →

I don’t know about you, but the biggest clients myself or my buddies have brought in, have been small business people that just sold their businesses. I brought in a $3 million and a $5 million account this way. My … Continue reading →

Getting “quoted” in a well-known magazine costs you virtually nothing… and is free publicity. This idea got me quoted in several magazines including Kiplinger’s, Wealth, Financial Planning, New York Times, Star Tribune, Your Money and more. I’ve given you the … Continue reading →