Category Archives: General

Successful marketing can be looked at as creating an avalanche.  How do you do that?  You go to the top of the mountain… find the biggest boulder you can find… then grunt and groan… push and sweat…  and move that … Continue reading →

Your skill at how you use email can be the difference between having an average year… versus a stellar year.  How much thought do you put into each email you send to clients and referral sources?  How much research have … Continue reading →

What if you could duplicate your best clients by the dozen? We all know referrals are the best way to bring on new clients. But we’ve all tried to bring in referrals, and they trickle in at best. So, what … Continue reading →

Why is this so deadly? Because people have too much to think about! Their jobs, families, finances, football team, hobbies, kid’s schedules, etc. The list goes on and on. So, what do we do when we have too much to … Continue reading →

We’ve all been there… A prospect arrives in our office without their spouse. They claim they are the decision-maker, and what they say goes. So, we believe them. We spend hours helping them improve their financial situation. Yay!  We have … Continue reading →

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 →

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 →