Category Archives: General

Tips to Make Your Facebook Page More Effective

Facebook is a fantastic way to build your business organically… if you do it right.  Remember, we are talking about your Facebook BUSINESS page, not your personal profile.  Do NOT blend the two.  Keep them totally separate. Don’t worry, it … Continue reading

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The Best Testimonials EVER… and you don’t say a thing… and EVERY advisor can use them!

We’d all love to use testimonials… they are powerful.  However, the rules about using testimonials depends on how you are licensed.  So, let’s just talk about the potential ways to use testimonials regardless of whether you are an RIA, registered … Continue reading

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“So, What do you do?”

When someone asks you that question, what do you say?  This is a watershed moment for you.  You may be talking to your next client… which it costs nothing to find, since you are already talking to them… or you … Continue reading

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3 Keys to Successful Marketing

How you spend your marketing dollars, is one of the most important determiners of your profitability.   Your marketing needs to work to bring in profits… instead of draining your bank account.  The good news is that ultimately, marketing is simply … Continue reading

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Learn from the World’s Greatest Salesperson (According to the Guinness Book of World Records)

According to the Guinness Book of World records, as audited by Deloitte & Touché… that person is Joe Girard. Joe sold 13,001 cars in 15 years—and I’m talking 13,001 cars, belly-to-belly…face-to-face…NO fleet sales.  When adjusted for inflation, Joe was making … Continue reading

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8 Reasons Why People Will Hire You as Their Financial Advisor

In our business it is easy to be viewed as a commodity.  We all sell, promise and offer pretty much the same as our competitors…at least that’s the case if you ask the general public.  So, I think it is … Continue reading

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How are You Leveraging This Free Audience of 1.8 Billion?

1.85 billion people log into Facebook every day AND that is a 16% increase from last year!  How are you leveraging this fact? Do you have a Business Facebook page?  If you do, how much thought have you put into … Continue reading

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What is the One Characteristic that Most Billionaires Have?

Just Google “Billionaire failure”… you will find resource after resource detailing how billionaires failed before succeeding.  Now, here’s the important part… when they failed, they tried again, but in a very specific way.  They tried to do the EXACT same … Continue reading

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How to Leverage Your Expertise to Find New Clients

How do you effectively let people know that you are an expert?  How do you let them know how you can help them?  People will just assume you are like all the other advisors out there unless you can demonstrate … Continue reading

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Grab Their Emotions

A Stanford University Study found scientific evidence that emotionally compelling messages work better than just presenting straight facts.  Yes, we all know people buy on emotion vs. facts… but when I look at advisor’s advertising… guess what it is full … Continue reading

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