Monthly Archives: December 2011

Using the “Forbidden”… but Fantastic Marketing Tool

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

Posted in General | 3 Comments

Be a Hero… Get a New Client With This Postcard

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

Posted in General | 4 Comments