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Category Archives: Marketing Tips
Don’t Spend Money on Marketing
Many marketing companies would like you to believe spending more money on marketing will get you more clients. The solution to finding new clients is not yelling louder. You are surrounded by hundreds of people that can use your skills. … Continue reading
This Free 10-page White Paper on Marketing will become your marketing bible
If you follow the marketing principles given in this quick and easy guide, “How to market to Middle Class Millionaires?”… you’ll see your marketing success skyrocket. In it you’ll find: Why NOT being better than your competition can fill your … Continue reading
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The Sound of Music can lead to the jingle of cash
If you have a gift… share it, for fun and profit! If you are good with a guitar or can carry a tune (or this even works better if you are the lousiest singer in the world!). Record a video … Continue reading
Try this Marketing Plan to generate new money quickly
I know, I know, you don’t have time for some complicated marketing plan. You’ve got clients to see, paperwork and everything else that eats up your day. But…you need new business, how are you going to fit it in? The … Continue reading
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3 Steps to getting your lead gen read
How do you create a person that wants to talk to you? Why do I use the word create? Because let’s face it, no one wants to talk to us. They don’t want to hear about our great investment or … Continue reading
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The Key to referrals from Seniors
The Key to referrals from Seniors There are two kinds of people that advisors are interested in…clients and prospects. You need to understand how both of them think in order to create a trusting relationship. Fortunately, they both want to … Continue reading
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7 notes to a successful practice.
Everybody wants everything done fast!!! Unless it is done to them. Doctors are told to spend less time with each patient so that the hospital can make more money. Be faster! That’s not what the patient wants. The customer support … Continue reading
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Do this and CPAs will refer
There are two entities that can double your business in a year with no cost…your clients and CPA’s. If they refer it costs you nothing. If they refer, you will double or triple you profitability…but that is a big IF. … Continue reading
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Wake up and smell the marketing!
A recent survey showed that 70% of advisors plan to spend less than $1,000 a month on marketing. Even as 99% of advisors say they need to improve at least one of their marketing practices. Another indicator of advisors’ troubles … Continue reading
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Howdy Neighbor!
Well it’s time I pulled another “highly successful…rarely used” marketing concept out of my filing cabinet for you. What do I mean by “highly successful rarely used”? I have coached many successful financial professionals for 8 years now. It is … Continue reading
Posted in Client Referrals, General, Marketing Tips
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