Category Archives: Marketing Tips

5 Myth’s of Financial Advice Marketing

Flawless work is enough—NO! Flawless work is expected! It’s the bare minimum. If you think that delivering outstanding results will attract new customers, you are sorely mistaken. It will keep your current clients happy, but will not attract new ones. … Continue reading

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Solve the Puzzle of Getting that Big Hitter to Respond

Do you have one person or a group of people that if you landed them… it would be a huge boost to your business? If you are willing to invest a little effort and 6-weeks of your time… here’s a … Continue reading

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Double Your Response Rate with a Tool That’s Sitting on Your Desk

Want a simple way to double the chance somebody will respond to your letter or request?  Then capitalize on the fact that people need to feel they are getting personal attention.  In several tests (neurosciencemarketing.com), it was found that when … Continue reading

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Want a terrific AND totally compliant way to use testimonials?

We all know testimonials are VERY effective… but Registered Reps have to be very careful about using them… and RIAs aren’t allowed to use them at all… OR ARE THEY? You should have a small group of client Ambassadors that … Continue reading

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Get Your Mail Read… and, make a killer case for your offer

Advisors have two problems… their marketing is ignored by great prospects… and the few that look at it are not impressed.  You can solve both problems with a little ingenuity. Combine 3 things: Technology Personalization And expand your message with … Continue reading

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Make it really “Sticky”

Business cards are a waste of money… UNLESS you make them sticky (more about that in a second). Think about it… what percentage of business cards do you hold onto.  Okay, now divide that number by 10… and that’s the … Continue reading

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Grab Your Prospects by the Nose

Do you want people to actually keep your mailers, letters and postcards… instead of throwing them away?  And maybe even share it with their friend, neighbor or relative?  Because… the longer they keep it around… the more likely they are … Continue reading

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Unique Invitation Gets Investors Attention

If everyone’s marketing looks the same… you are going to get diminishing returns on your marketing.  You’ve GOT to do something different to catch people’s eye.  That’s why I love this mailer!  It taps into what’s happening in the news… … Continue reading

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Quick Way to Boost Inquiries from Your Website

There is a simple, easy and free way to move yourself up the search page for when somebody searches for financial help online.  What do you do?  You simply put your address on every single page of your website… not … Continue reading

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More than Triple Your Prospects Rate of Return… INSTANTLY

Most brokerage cash accounts are paying 0.1 to 0.3% interest. It is very simple, even in the low interest rate environment that we are in to find an FDIC insured savings account paying around 2% interest. Presto! You’ve given them … Continue reading

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