Monthly Archives: March 2012

Fill your calendar with a joke?

Watch this 2-minute video to see how this joke and others like it are filling advisors calendars with quality prospects!

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Simple Inexpensive Way to Get Millionaire Investors

Two of the most respected marketing research firms in the financial industry, CEG Worldwide and Spectrem Group, have recently nailed down the reason millionaires change advisors.  Want to guess what that reason is? Both studies showed that the reason millionaires … Continue reading

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I Guess the Great New Marketing Tool…Isn’t

Only 6% of advisors in 2011 said that Social Media has helped them increase profits…that’s down from 16% in 2009. (source: Aite Group)

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