Monthly Archives: December 2015

An inexpensive, unique way to get prospects to take your calls

It’s hard to make a sale when nobody will take your call.  So, here’s a way to get people to smile when they find out it’s you on the phone.  Each month send out a postcard celebrating a silly or … Continue reading

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Get 24 High-Net-Worth guys asking to spend the day with you

How much would it be worth to you to spend an afternoon hosting 24 high-net-worth guys?  I am assuming quite a bit.  Here’s how one adviser pulled it off… He first did research to figure out which 100 people in … Continue reading

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Get your website at the top of your Prospect’s online search page

Where does your website show up on the page when your client searches for a financial advisor in your area?  If it isn’t in the top 3… you are missing free business.  Think about it!  These people are actually LOOKING … Continue reading

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