Category Archives: Client Referrals

5 Myth’s of Financial Advice Marketing

Flawless work is enough—NO! Flawless work is expected! It’s the bare minimum. If you think that delivering outstanding results will attract new customers, you are sorely mistaken. It will keep your current clients happy, but will not attract new ones. … Continue reading

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Solve the Puzzle of Getting that Big Hitter to Respond

Do you have one person or a group of people that if you landed them… it would be a huge boost to your business? If you are willing to invest a little effort and 6-weeks of your time… here’s a … Continue reading

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Make it really “Sticky”

Business cards are a waste of money… UNLESS you make them sticky (more about that in a second). Think about it… what percentage of business cards do you hold onto.  Okay, now divide that number by 10… and that’s the … Continue reading

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Grab Your Prospects by the Nose

Do you want people to actually keep your mailers, letters and postcards… instead of throwing them away?  And maybe even share it with their friend, neighbor or relative?  Because… the longer they keep it around… the more likely they are … Continue reading

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Unique Invitation Gets Investors Attention

If everyone’s marketing looks the same… you are going to get diminishing returns on your marketing.  You’ve GOT to do something different to catch people’s eye.  That’s why I love this mailer!  It taps into what’s happening in the news… … Continue reading

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Quick Way to Boost Inquiries from Your Website

There is a simple, easy and free way to move yourself up the search page for when somebody searches for financial help online.  What do you do?  You simply put your address on every single page of your website… not … Continue reading

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Sing for Your Sale

Have you ever had a prospect ghost you after saying they wanted to move forward?  After a few polite, professional voicemails are you starting to get the feeling they are avoiding you? You’ve got to do something to get their … Continue reading

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Get Your Message Out There Big Time!

In order to get people to see your message… you have to be doing things… AND putting your message places your competition doesn’t. How many of your competitors are advertising on bill boards?  Think about it… thousands of drivers are … Continue reading

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$2 and Some Sleight of Hand Lands a Client

Has somebody ghosted you?  Want to get them to call back… or even reach out to you on their own?  I just used this idea with one of my advisors and it worked perfectly! We went online and found directions … Continue reading

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The Best 30-Minutes You Ever Spent

If you want to work with small businesses, you have 20 seconds to get their attention.  Here’s what you do. Get a list of 3 businesses you want to approach with your Unique Selling Proposition Make sure all 3 businesses … Continue reading

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