Monthly Archives: December 2022

These Numbers Can Make or Break Your Marketing and Your Business

At the beginning of every year, we have high expectations for our prospects in growing our business.  If you’d like to change it from expectations to reality, you must know your numbers.  What is your ROI in all that you … Continue reading

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Annual Reviews with a Client Can Make BOTH You and Your Client’s Lives Better

Most advisors do reviews with your clients, which is a good thing for your clients!  But too few advisors use the annual review to leverage new business and income.  In the previous post, I illustrated one tool successful advisors can … Continue reading

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Get Free Access to a Tool that has Made Advisors Hundreds of Thousands of Dollars… with ZERO Marketing Cost

More money… No marketing costs… and can be implemented immediately.  Sounds like the perfect marketing program.  If used correctly, it is.  It has been used by hundreds of advisors over the last 10-year period to jump start their businesses or … Continue reading

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