Monthly Archives: March 2018

I’ve Been Asked to Speak and I Don’t Have a Presentation!

Many good advisors are asked to speak to groups.  They don’t always give you a lot of time to prepare… and they all have different time limitations and topics they want covered.  So, how do you put together a good … Continue reading

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged , , , , , , , , | Leave a comment

Try this simple thing (next time) at your Trade Show or Expo booth

If you have something people want… and I hope you do… then you must get it into their hands or they’ll never know it! You spent a lot of money to buy this booth… and you can’t get people to … Continue reading

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged , , , , , , , , | Leave a comment

You will never have a problem again if you use these 5 simple steps

Trying to overcome objections the same way we did ten years ago, DOES NOT WORK!  Why?  Because we are now working with Baby Boomers… and Baby Boomers think they know everything!  You can’t tell them what’s right or wrong.  You … Continue reading

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged , , , , , , , , | Leave a comment