Monthly Archives: January 2017

Want Referrals? Put These 20 Things on Your Calendar in 2017

Clients don’t refer to you because you have great products or you got them a good rate of return… they refer to you because they love you!  Put these 20 “to-dos” on your calendar to show your clients that you … Continue reading

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What Does the Name of Your Business Say About You?

What I’m about to say may upset some advisors… but hear me out before you judge. What is the name of your business?  Does it have retirement… wealth management… financial advisor… or something similar in it?  If it does… what … Continue reading

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Where should you spend your next marketing dollar?

Your prospects will be hit by over 3,000 advertising messages, from all sorts of media, today.  Which of those will they remember? Half the battle in today’s world is getting your message heard… and if you sound like everyone else… … Continue reading

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