Category Archives: General

This Target Market Makes up 1/3 of Retirees… and They are Going Virtually Unnoticed

Single, never married Boomers make up a surprising 13% of all Boomers Divorced and separated makes up 16% Widowed Boomers make up another 3% Add those together and you get 32%.  What are you doing with your marketing and sales … Continue reading

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Hmmm… Time for a Second Opinion

Looking for a great appointment getting idea?  Try this with your warm list.  Begin your letter speaking about the need for a second opinion.  Here’s some different ways you could do that: Mary, you might be doing just fine but… … Continue reading

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Make Leads Feel Like They’ve Been Referred to You

Which would you rather have?  A lead or a referral?  Duh, a referral.  But of course, leads are much easier to get.  So, what if you could make a lead feel like a referral?  Would that be good?  Of course.  … Continue reading

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Selling Financial Services is Extremely Difficult Because…

Financial Services are intangible, they are abstract.  People can’t touch, smell or taste them.  This makes it very difficult to clearly demonstrate why your services are needed or are good.  Difficulty in clearly demonstrating your service can lead to the … Continue reading

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Qualifying Language Makes Your Marketing More Believable and Effective

Research by the Boomer Project has found people in their 50’s, 60’s and older are more likely to process ideas, advertising and communication from companies that make “conditional” claims… claims that include words and phrases like… “if”… “when”… “for people … Continue reading

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Put Your Marketing on Steroids with a Killer Elevator Speech

An elevator pitch is a brief (think 30 seconds!) way of introducing yourself, getting across a key point or two, and making a connection with someone.  The best elevator speech is a Killer Unique Selling Proposition. This 36-min video walks you through … Continue reading

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Value-able Marketing

In the research report Evaluating the Cost of Sales Calls, over 90% of buyers stated they wanted more value and less selling… they want the people selling to them to be resources for ways to make their lives better.  Unfortunately, … Continue reading

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4 Traits found in Retired Boomers… Are you tapping into them?

Ken Dychtwald of Agewave, who many believe to be the world’s foremost expert on Boomer Retirees says Boomers have four traits: idealism, anti-authoritarianism, eagerness to embrace change and self-improvement.  How many of these are you leveraging in your practice and … Continue reading

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Marketing With a Bang… on a Budget

How can you effectively market with no or little marketing cost?  Find out how in this 43-minute video.  You’ll learn how to leverage your professional strengths into new clients with virtually no capital outlay. Better yet, you’ll get the greatest … Continue reading

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Lead Generation Done Well

Lead generation will do 3 things for you Generate short-term leads Generate long-term leads Create brand recognition That said, lead generation should provide measurable ROI over a measurable period of time. Research has shown that of financial leads, about 25% … Continue reading

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