Monthly Archives: July 2008

Chase referrals first…leads second

As financial planners we constantly let our clients know how important it is to plan.  Well it’s time we took some of our own medicine when it comes to referrals.  Planners know that referrals are the life blood to a … Continue reading

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6 Lead Generation insights for 2008

I’m always on the prowl for marketing techniques that are working for our clients. Those ideas may be new or maybe old with a new twist and sometimes even old and nearly forgotten as we’ve found lately. It never ceases … Continue reading

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Satisfied clients will kill your business

Hey everyone!  Horsesmouth.com, which in my opinion should be one of the top resources of every financial adviser, had a great article about the power of handwritten notes by Jim Domanski.  It’s great to see so many top consultants like … Continue reading

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Directly affecting Mail

We have all experienced the onslaught of junk mail, but is direct mail dead?  Dead?  No.  Ailing?  Maybe. Still according to the Direct Marketing Association, each $1 spent on Direct Mail made on average $11.65.  Now there’s the catch…”on average.”  … Continue reading

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The Best Referrals are the one’s you don’t ask for

There are hundreds of referral systems out there. All of them revolve around asking for referrals…ASKING FOR REFERRALS DOESN’T WORK! Not because people won’t give them to you (most won’t…I know I don’t give referrals when asked.) The real reason … Continue reading

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There is only one type of marketing guaranteed to work

Understanding the handwritten note  as a marketing and direct mail tool is the first step to using them effectively in your business.  Instead of just jotting a note and mailing it to a client or prospect (which is better than … Continue reading

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Know this one thing to dominate your market

If you know and understand just this one thing you will be able to pluck your competitor’s best clients at will.  And you want your competitor’s best clients for two reasons: They have money.  That’s why they’re your competitor’s best … Continue reading

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The best free newspaper ad

It costs a lot of money to advertise whether you are using newspaper ads, direct mail or postcards.  You want to make sure it gets read or it’s like throwing money in the garbage can.  That’s why we use your … Continue reading

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4 killer questions for direct mail

A veteran planner had been using direct mail and postcards to generate leads for his practice. He had tried all sorts of product offers. He had expounded on how happy his clients were. He had tried listing all of the … Continue reading

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