Monthly Archives: July 2018

Want More Appointments? Then Follow Through!

I was scratching my head.  So an advisor used a marketing system that did all the hard work for him.  It found people with more than $1 million who wanted to meet with advisors for second opinions.  Now these were … Continue reading

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This is a Terrific Handout or Even Frame it for Your Office

Are you looking for a document that demonstrates that you put your client and their concerns first?  Please accept this done-for-you Financial Hippocratic Oath, courtesy of 5Q Group.  You can use it a number of ways… as a handout at … Continue reading

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This Works to Get Those Big Hitters to Call You Back!

People love humor… and people love themselves.  You can leverage these two things into getting almost everyone to reach out to you. Using this technique… one guy got President George Bush to reach out to him… one company did this … Continue reading

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