Monthly Archives: February 2015

Get Your Dentist to Refer a Bunch of People to You!

I know an advisor that created a phenomenal referral network.  As with anything worth doing… it took some elbow grease, but it was well worth it! He sat down and put together a list of 10 professionals in his small … Continue reading

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This Prospect Will Make You a Ton in 2015 (Hint: They are all around you!)

Crappy prospects… plate lickers and tire kickers… people with plenty of money but they love their advisors… Do-it-Yourselfers… I LOVE THESE PEOPLE! The day you learn the trick to turning these crappy prospects into your clients… with all of their … Continue reading

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This is the one thing that will make your website work (as well as your brochures)!

The advisors I coach often send me their marketing material and websites.  They all look professional. You know… professional headshot photo… a bio that touts their commitment to honesty and integrity… their education, certifications and credentials. That’s all terrific except… … Continue reading

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