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… is safer than doing anything when it comes to their clients.  Am I wrong?

I would like to share a case study with you.  A retired gentleman decided he wanted to sell life insurance as an encore career.  Within two years, he was making over $1 million selling life insurance.  How?

I walk you through exactly what he did in a 22-page e-book titled, “The Golden System.”

Download it HERE courtesy of 5Q  Group.


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Elephant Hunting… Find the Big Ones

Where do you hunt elephants?  Where they congregate (but please don’t hunt elephants… what did they ever do to you)?

Where do you hunt the affluent and COI’s?  Where they congregate (again, please do not hunt these people.  They need to be alive in order for you to bring them on as clients)!  The affluent are almost always involved in some charitable activity in your community.  Use that to not only help your community… but set yourself up to help the affluent as well.

Here’s a 5-Step plan to get in front of the affluent philanthropic leaders in your community:

  1. Get familiar with all of the charities in your community. Two great resources to help you do that are Guidestar and The Foundation Center.  These two resources will help you compare organizations in a transparent, easy way.
  2. Pick one or two organizations to join. You will be able to identify and work beside the board members and their supporters.   This will do double duty because you will also be able to meet and get to know their families and friends as well.  This will further expand your reach.
  3. Now show what you can do! This is a great place to actually showcase your expertise and skills.  There is no better advertisement than for people to actually see you in action!
  4. Think outside the box… volunteer your office as a drop off place for various drives… or your parking lot for an event… what do you have that the charity would find handy?
  5. Donate your services… NOT to the affluent but to the people the charity serves. What would it say about you if you were willing to set up a table at a food shelf to answer the financial questions  people who are struggling financially have?  Does anybody serve them in this manner?  Why would you do such a thing?  Because you are a quality human being that can be trusted… and that’s who the affluent want to manage their money.

Is this a long game?  Absolutely.  Is it a game that could make you “king of advisors” in your town?  Absolutely.

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Lights, Camera, Action! The “New” Way to Communicate With Prospects

If you need information or need to know how to do something… where do you go?  If you are like most people, you go to the internet and search for it.  What are the top two search engines?  You probably guessed #1… Google.  But did you know the second biggest search engine is YouTube… way ahead of the next in line, Yahoo.

Are you capitalizing on this?  If not, download my guide “5Q Be A Star System”.  It walks you through the simple process of how you can use YouTube (which costs you nothing to use) to get your message out there effectively and inexpensively.

Get it here, courtesy of 5Q Group.

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Does Your Website Have These 10 “Must Haves”?

Your website is the first place a potential client is going to go to check you out.  What are they going to find?

Go to your own website right now!  And make sure you are doing these 10 things well:

    a. You can get a simple and easy guide to getting your website at the top of the page when someone in your city is looking for a financial advisor.
    b.  Find it here… courtesy of 5Q Group.
  2. Make sure you have a clear description of what you do and what makes you different from your competition.
  3. Dude!  Make sure your website address is easy to type in!  Short and sweet is best.
  4. Be sure your navigation is easy to follow. Use drop-downs in the navigation menu if possible.  This help the visitors see the content under every heading, from any page.  Make it simple for any visitors to find what they are looking for, or what you want them to know.
  5. Make it easy to contact you.  Put it at the top and the bottom!  Don’t make them work to reach out to you. Remember, people have the attention span of a gnat.
  6. Give them a reason to contact you to further the “conversation.”  Give them a report to download… or free software… a magazine reprint… etc.|
  7. Make sure you have keywords prolifically scattered through your website.  If you do not know what keywords are… get in touch with a web master immediately.
  8. Make sure your hosting company has quality hacking prevention.  There is nothing worse than having your website hijacked.|
  9. Make sure your website has a clean and inviting look to it.  Some things to think about:
    a.  Use bullets and call out boxes
    b.  Highlight or underline key points
    c.  Use short paragraphs
    d.  Use great images
    e.  Keep the look clean with lots of white space
    f.   And don’t do it yourself… unless you are a skilled web designer
  10. Make it mobile device friendly!  More and more people are doing their online time with their phones and tablets
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Free Advertising? Heck Yeah!

What thank-you trinkets do you give your clients when they come onboard?  One that you absolutely should be giving is a cloth, designer shopping bag to bring their new materials home.  And what should be printed predominantly on the outside of the bag?

  • Your unique Elevator Speech
  • Your contact phone number
  • Your easy to remember website name
  • And your contact offer (see #6 in the previous article)

Cloth bags strike a chord with people.  They like free things, especially things they can use every day.  They are going to use this bag every time they go to the grocery store… for years!  If you take the time to craft an effective message on the outside of the bag, as outlined in the bullets above, you have created dozens of walking billboards!

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People are Busy… So Grab Their Attention with a Little Humor or a Surprise

People have short attention spans today, so you need to grab their attention immediately!  Humor and Surprise does just that.   Check out some of these classified ads that stopped people in their tracks and got them to take notice of the ad (and probably share it with a dozen people!)

  • 1 MAN, 7 WOMAN HOT TUB — $850/OFFER
  • Nice Parachute:  Never opened, used once, slightly stained
  • Free puppies: 1/2 Cocker Spaniel, 1/2 Sneaky neighbor’s dog

Bill’s Septic Cleaning – “We haul American made products.”

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How Do Prospective Clients Check You Out?

How does a prospective client decide if you are trustworthy or not?  There are a lot of ways they will do this, but the first thing they are going to do is Google you.  What will they find?

The first thing you want them to find is your website… and if your website is good, they will never have to leave it to look at other things.  If they leave, they are in the “wilderness” and you don’t know what they are going to find on the internet… good or bad.

What does a good website look like?  There is no one definition, but it should contain certain things to make it effective.  You can find what I consider the best website checklist available, at the link below.

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The Best Free Advertising You’ll Ever Get

Free… Good.  Advertising… Good.  In the news… Good.  Put them all together fantabulous!  I have had a single press release put over 100 high quality people in my seminars.  I have had press releases that had people actually stopping by my office (in person) desperate to schedule a time to meet with me.  And I have had press releases that made reporters from the BIG national magazines seek me out as an expert in their stories… and that of course created even more free advertising!

So, how do you create a press release that works?  Here are the 4 things you need to create a press release that gets business coming in:

  1. Title—First, make sure the title tells the reader what’s in it for them to read it.  Second, make sure you have a keyword in the title so people searching for that thing on the internet will find your release.
  2. Summary—Succinctly summarize in one or two sentences what your release is about.  This summary will generally be right below the title.
  3. Pictures and Video—We live in the world of YouTube and Snapchat… if you include video or images, your press release is more likely to be noticed.
  4. Call to Action—There is no sense in sending out a press release if you don’t have something you want the reader to do.  Is it to download your free report?  Look at a case study you did?  Watch a 3-minute video of your seminar (which is what I did to get 100 additional people to a seminar at no cost).  Whatever it is… tell the reader what you want them to do.

And if you want the “Big Guys” to pay attention to your Press Release… Here’s a major television network telling you how to do it:

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Here’s a Way to Get People to Call You at No Cost!

You have several Centers of Influence in your town that are eager to refer to you!  Who are they?  Bloggers!  Simply type your town name and “blogger” into Google and you’ll get several hits on bloggers in your town.  And what do bloggers need?  CONTENT!

So find their blogs… read their blogs… and figure out how you can provide value to them and their readers.  Is it a blog dedicated to mothers’ needs?  Contact the blogger and offer information on why families need to file their documents electronically… or college funding… or tax exemptions families typically miss.

Help them, help their readers!  They’ll love you for it.  You can become a regular contributor to their blog.

Bloggers have VERY loyal readers… so if you are in the blogger’s inner sanctum, you’ll soon be meeting their readers.  Cost?  $0.  High Quality prospects who reach out to you?  Priceless.

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Turn “Healthy, Wealthy and Wise” Into a Very Profitable Month!

There has been more and more reporting done on the cost of health care… above and beyond what Medicare pays for, or even LTC costs.  Most experts agree out of pocket costs for health care will cost retirees between $170,000 and $270,000.

How can you capitalize on this?  Create a “Health Fair.”  Approach professionals that cater to health of seniors in your community…

  • Ophthalmologists
  • Eyeglass stores
  • Dentists and Denture makers
  • Hearing specialists
  • Health clubs
  • Bike stores
  • Running shoe stores
  • Electronics retailers to demonstrate fitness gadgets
  • Personal trainers
  • Dietitians
  • Cooking class teachers
  • Local grocery stores
  • Banks
  • Masseuses
  • Clinics
  • Chiropractors
  • Podiatrists and specialty shoe stores
  • Health food stores
  • Re-modelers that specialize on age enabling construction
  • Senior housing companies
  • Gerontologists
  • And on… and on

Put together “a fair” at one of their facilities (parking lots work great). Keeping costs low will mean more businesses will participate and in the end, your own cost will be zero.

Have demonstrations… free giveaways… classes… entertainment… free food.

Then have all the businesses advertise the event to their clientele and prospect list.  You should also prepare a press release and give all the local papers, TV and Radio stations a call letting them know about the event.

In the end, you can arrange all of this so that the monetary costs are picked up by all the companies participating.  You will have made friend with some excellent Centers of Influence and gotten in front of tons of your target market

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