Monthly Archives: August 2013

Paint a Picture To Make a Point

A picture paints a thousand words…  we’ve all heard that before.  Well it’s true.  People can grasp a picture much more quickly and emotionally than a word.  Think of your reaction to the printed word…  sun – as compared to … Continue reading

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How Do You Score on This 5-Question True/False ROTH Quiz?

Here’s what gets you business: Knowing things other advisors don’t know Providing solutions other advisors don’t provide Coming up with ideas that other advisors could never come up with Being the only advisor that can put the client in a … Continue reading

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This 9-Page Report, “How to Market to Middle Class Millionaires” is a Must Read for All Financial Advisors!

Looking to close more clients with assets of $500,000 to $7 million?  If so, you must read this paper that shows you why traditional marketing does not work on this demographic…  but more importantly shows you what does!  The best … Continue reading

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