Category Archives: General

Ask yourself these 3 Questions

You can instantly make your marketing… bio… mail piece… seminar… or any communication you have with the public, INSTANTLY more effective by asking yourself these 3 questions. Put yourself in the shoes of the client and ask: What’s Your Point? … Continue reading

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Which is Better for Business… LinkedIn or Facebook?

In the last couple of years, financial advisers using digital marketing has skyrocketed.  You’ve most likely seen or been approached from providers trumpeting their great success on either LinkedIn or Facebook.  So, which one is better? Great question.  This article … Continue reading

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Why Clients Don’t Take Your Advice… and how to fix it

Have you ever worked with a client where you can reduce their taxes… increase their return and income… reduce their risk and fees… MAKE THEIR LIVES AWESOME!  And they still don’t take your advice? Watch this 40-minute video that will … Continue reading

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10 Mind Tricks that Help People Close Quicker

The mind is a crazy, often irrational, machine… but if you know how to use that irrationality, it can help you get the client to work with you much faster. Here are 10 Mind Leverage tools that you should be … Continue reading

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Why Millionaires Switch Advisors… and how to get them to switch to you

This inexcusable mistake is the #1 reason given by high net worth clients for leaving their advisor… their advisor does not call them back promptly.  Are you kidding me?  Here are the top 4 reasons given as to why people, … Continue reading

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6 Rules of an Effective Marketing Plan

If you are looking to capitalize on the last 5 months of the year… you must have a plan.  Watch this 47-minute video that will walk you through it step-by-step.  You may be surprised by some of the insights… Why … Continue reading

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7 Notes That Will Double Your Referrals

Everybody wants everything done fast, don’t they?!!!  Unless it is done to them.  Doctors are told to spend less time with each patient so that the hospital can make more money.  Be faster!  That’s not what the patient wants. The … Continue reading

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Help Someone and They’ll Help You

Many companies have been able to jump start their business by forging a relationship with a non-profit organization.  Tom’s shoes… Bombas socks… LifeStaw… etc.  These companies became successful, almost overnight.  How?  By creating a feeling of giving while getting. Other … Continue reading

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Make Your Clients Heroes to Their Kids… and watch your business flourish

Grandparents love their grandkids… and grandparents love people who do things for their grandkids.  If you want to be a hero to your clients… rent a movie theater and put on a movie for your clients and their kids or … Continue reading

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Be More Like Dumbo… And Bring on More Clients

We’ve all been told at one point in our life… “God gave us two ears and one mouth for a reason.”  But, how many of us take that adage to heart?  Tape yourself with a client.  Then, take out your … Continue reading

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