Tag Archives: Leads

Want More Appointments? Then Follow Through!

I was scratching my head.  So an advisor used a marketing system that did all the hard work for him.  It found people with more than $1 million who wanted to meet with advisors for second opinions.  Now these were … Continue reading

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This is a Terrific Handout or Even Frame it for Your Office

Are you looking for a document that demonstrates that you put your client and their concerns first?  Please accept this done-for-you Financial Hippocratic Oath, courtesy of 5Q Group.  You can use it a number of ways… as a handout at … Continue reading

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This Works to Get Those Big Hitters to Call You Back!

People love humor… and people love themselves.  You can leverage these two things into getting almost everyone to reach out to you. Using this technique… one guy got President George Bush to reach out to him… one company did this … Continue reading

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The ONLY referral that Works… and why all the other referral advice is worthless

Why don’t you get more referrals?  Your clients love you.  They know you are smart and provide great service.  We assume they like their family and friends.  So why don’t they refer more? The answer is pretty simple.  REJECTION. It’s … Continue reading

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Get the Best Advice on How to Grow Your Business… You will blow your competitors away!

If you are looking at leveraging the newest and best ways to reach clients, here’s a great way to do it that doesn’t cost you an arm and leg.  Consider sponsoring a marketing, design or public relations class at a … Continue reading

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Simple Ways to Lock the Sale

How skeptical are people today?  Very.  How do you get them to lower their defenses and understand that you truly are there to help?  Start by treating them special… and sadly, in today’s world, it doesn’t take much to make … Continue reading

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Create a Buzz and Get the Most Important People in Town to Come to Your Event

What would you do to start rubbing elbows with the most influential and affluent people in town?  Here’s what a law firm in Minneapolis did to attract an all-star list of attendees at their event. They tapped into people’s ego. … Continue reading

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A Marketing Hole in One!

Wouldn’t you rather be on the golf course, instead of your office on those fine summer days?  Well, here’s a way to have fun AND bring on clients. Invite 2 or 3 people you would like to make clients or … Continue reading

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Get the BEST Testimonials All Advisors… Including RIA’s and Registered Reps Can use!

My office had only one type of art hanging on the walls in the waiting room… 5 big picture frames filled with a collage of snapshots of happy clients, having the time of their lives.  Guess what every prospect looked … Continue reading

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Want to see your sales go up exponentially in one week?

How?  Just get in front of more people, right?  WRONG! FIRST… you must be confident that you can close a… tire kicker plate licker someone that loves their advisor someone that does it all themselves When you are confident you … Continue reading

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