Category Archives: General

7 notes to a successful practice.

Everybody wants everything done fast!!!  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 customer support … Continue reading

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Become a “must have” product

I’ve said it before and I’ll say it again…Financial Advisors are commodities.  We offer the same things at the same price with the same claims to great service.  You need to tattoo this fact on your brain to constantly remind … Continue reading

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Do this and CPAs will refer

There are two entities that can double your business in a year with no cost…your clients and CPA’s.  If they refer it costs you nothing.  If they refer, you will double or triple you profitability…but that is a big IF. … Continue reading

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Wake up and smell the marketing!

A recent survey showed that 70% of advisors plan to spend less than $1,000 a month on marketing.  Even as 99% of advisors say they need to improve at least one of their marketing practices. Another indicator of advisors’ troubles … Continue reading

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Howdy Neighbor!

Well it’s time I pulled another “highly successful…rarely used” marketing concept out of my filing cabinet for you.  What do I mean by “highly successful rarely used”?  I have coached many successful financial professionals for 8 years now.  It is … Continue reading

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Get prospects to respond

We’ve been speaking the last few weeks on Direct Mail.  This post I’d like to spend some time on the real reason you send out direct mail… You don’t send direct mail to get it opened (though that is helpful).  … Continue reading

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What gets a prospect to respond?

Recently we talked about how to get your inexpensive direct mail read and found it was basically three things: Handwritten note Larger size than normal mail Different size than normal mail This week I would like to talk about a … Continue reading

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3 Things to keep your mail out of the junk mail pile

The last few months we have been talking about getting more return on your marketing budget by using a series of mailings or more than one type of media. Now let’s talk about how to format your direct mail. There … Continue reading

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Multiple-multiple = Success

Last time we talked about when you have multiple contacts with your prospect or client base your success rate goes up exponentially.  You will get a higher response than just the number of contacts would explain. If you send out … Continue reading

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How to make sure people WANT to hear your Marketing Message

I hear so many sales persons tell me that they never get a good response rate from their direct mail.  When I ask them what they have been sending it is anything from seminar invites to product offers to “form” … Continue reading

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