You Giveth… and You Receiveth

Ask every single one of your clients what charities they support… especially what Local charities they support.  Are there any charities that seem to pop up often?  There most likely is.  Get to know those particular charities, because they attract people just like your clients!

This takes work and planning but can end up providing your practice with several “Whale” clients.

You can use this information in so many ways:

  1. Get involved and participate in those charities
  2. Volunteer to be on their board
  3. Let clients know that you are supporting those causes in your newsletters
  4. Create a fund raiser for one or two charities and sponsor it
    1. Golf tournament
    2. Poker tournament
    3. Walk or run (though I’d do something more fun) … themed
    4. Chili or soup cook off
    5. Concert
    6. Corn hole tournament
    7. Dog parade
Posted in General | Tagged , , , , , , , , | Leave a comment

Life Happens… How to capitalize on it!

What do you do when events have made it more difficult to get in front of new people? 

Regardless of what is happening in the economy, society, or the market… there is always a reliable way to create new income… our clients’ lives.  They have trigger events occurring that create opportunities for you to provide assistance and get paid for it. 

These are some of the things that an AARP survey says Boomers have encountered, by percentage:

  • 51%     Made a major career change
  • 40%     Gotten a divorce
  • 35%     Became a grandparent
  • 31%     Became an empty nester
  • 29%     Survived a major illness

What value can you provide that leverages any of these issues?  A white paper? A webinar or YouTube video? An article in your newsletter?  Or, even a postcard or phone call.

These are things that a big chunk of your clientele has experienced… which ALL provide a big emotional punch.  And, we all know it is emotions that get people to act… and to buy.  Figure out which of these you want to focus on and get busy becoming the irreplaceable resource for your clients… and their referrals!

Posted in General | Tagged , , , , , , , , | Leave a comment

Want Your Clients to Introduce You to Their Friends? Here’s How…

Here’s how you can both look like a hero and get to know your client’s best friends.

People are trapped in their houses now and miss seeing their friends regularly.  Why not host a virtual birthday lunch for your best clients?  Their family will probably get together virtually… but not necessarily their friends.

Here’s how you do it:

  • Go through your files and figure out who’s having a birthday in the next month
  • Call their spouse and tell them you want to host a virtual birthday lunch with their friends
    • Let them know you’d like to host a virtual get together (choose Zoom, WebEx,, or any of the other available platforms)
    • You’ll arrange to send lunch to each of the invitees via any of the delivery services
      • Is arranging all these deliveries a hassle?  YES!  So, if you are so busy making money that you don’t have time, don’t do this.  But, if you are twiddling your thumbs wondering what you are going to do to drum up business… this is NOT a hassle… it is an investment
  • Help their spouse get hold of their friends to set up the online get together
    • Create a little menu from the restaurant you have chosen… and send it to all the attendees
    • This gives you a reason to begin communicating with these folks to get their lunch orders back
  • On the day, send out reminders to all the attendees reminding them that lunch is going to be knocking on their door… so they better be there. 😊
  • Begin the meeting and tell everyone why you love your client… and then fade into the background (or even disconnect) and let them engage.

You KNOW that your client is going to sing your praises… and you KNOW that all the attendees are going to wonder why their advisor doesn’t love them… as much as you love your clients!   And good things are going to come from that!

Posted in General | Tagged , , , , , , , , | Leave a comment

Now is the time to make sure your community knows you care about them

Do you care about your community?  I know you do, and many advisors do A LOT of volunteer work.  If you are, don’t hide it!  Make sure your client base, prospects and the community know what you are doing to help them and more importantly, why you are doing it.

You don’t have to brag… instead couch it as:

  • How much you love your community
  • As a call to action for the rest of the community to take action
  • As a way to let others know about the help that is needed

Remember, when it comes to sales… People don’t care how much you know… until they know how much you care.

Posted in General | Tagged , , , , , , , , | Leave a comment

Get Your Clients (and their friends together) for a fun 15-minute Online Quiz and Q & A

How are you keeping your clients happy… engaged… and open to talking about you (and what you do) with all their friends and relatives?  Why not invite them to a fun and quick get together where you’ll pose some questions, in the form of a quiz?  You could give out prizes and make it entertaining. 

Why not make it a regular get-together until this whole Covid-19 mess is done?

You could also open it up to a Q&A session about whatever they want to talk about after.  Tell them to invite friends and family too?

You can just do your quiz on PowerPoint slides… or there are plenty of online quiz creators out there.  Just Google “online quiz creator”.   You could even do some research and use quizzes that have already been created.  Check out this one from AARP…

Posted in General | Tagged , , , , , , , , | Leave a comment

25 Sales Tips that Top Salespeople Swear By

Ever wonder why… even though you are smarter than your competition… they still make more money than you?  They aren’t more knowledgeable about investing… they know more about selling. 

Find what they do differently in this sales training video (starting about 16 minutes in).

Posted in General | Tagged , , , , , , , , | Leave a comment

How to Get Your Town’s Movers and Shakers Seeking Your Help

Who do we want as clients?  Centers of Influence… Movers and Shakers… Thought Leaders… Why?  Because they can become a never-ending source of referrals for us!

But these people are besieged with people trying to cozy up to them.  How do you cut through the clutter and get their attention?  It’s pretty simple… and it only costs around $400. 

How much would it be worth having your town’s movers and shakers singing your praises?

Learn how to do just that in the 7-page guide, Toast of the Town courtesy of 5Q Group.

Posted in General | Tagged , , , , , , , , | Leave a comment

A Dozen Successful Marketing Musts

  1. You must commit to a marketing plan.  If you go half-hearted… your results will be half-hearted.
  2. You must understand that marketing is NOT A COST!  It is an investment.
  3. You must be consistent with your marketing.  Stopping and starting your marketing sabotages your momentum and sales pipeline.
  4. Be patient… but be vigilant.  Sometimes it takes some time for marketing to pay off… but if it is not paying off… you have to change course and come at your marketing from another angle.
  5. Don’t hang your hat on just one marketing plan or technique.  Create a multi-faceted marketing plan… that way when one lags or fails… another will pick up the slack.  You should have one primary marketing source that could require a significant investment… but there are many additional things you can do to market, at very little or no cost.
  6. Remember that your profits come after the marketing… not before.  If you want profits to go up… your marketing has to go up.
  7. Make sure that all of your marketing makes it convenient for potential clients to get into your pipeline.  Remove all roadblocks, difficulties and speed bumps.  
  8. You MUST get their attention.  The average American is hit with over 1,000 marketing messages a day.  What are you going to do to surprise and amaze them?  What do you do that is different from everyone around them?
  9. You must track your marketing.  You need to track what you spend… and how it works.  Numbers are EVERYTHING when it comes to marketing.  It minimizes mistakes… and maximizes the things that work.
  10. Use marketing that gets clients involved.  You can use questions… quizzes… calculators… and any number of other things to create this involvement.
  11. You need to create a consortium of other businesses that have a symbiotic relationship.  You can grow your businesses together.  Where does your target market shop?  What services do they buy?  How can you work with those businesses to create a better and more valuable relationship with those shared customers?
  12. You must stay up on all the available marketing technology available to you today… or find somebody to do that for you.  You cannot afford to fall behind… the world is moving faster every day.
Posted in General | Tagged , , , , , , , , | Leave a comment

A Picture Paints a Thousand Sales

What sells a person better?  An abstract idea or a concrete example?  A picture or a bunch of verbiage?

In the video below, you’ll get a bunch of great ideas on how to quickly demonstrate ideas that we use with our clients every day.  These “doodles” will have people understanding concepts it used to take you 10 minutes to explain… and instead, getting your point in less than a minute.  Better yet, they’ll remember your point much longer too!

Get lots of fun examples in this video (starting at 14:57 into it)

Posted in General | Tagged , , , , , , , | Leave a comment

Easy Way to Get a Big Hitter’s Attention

How do you get someone to take your call… or even better… call you?  There are a gazillion fun ways to do this, but the idea I’ll give you today is simple, easy and professional.

The first thing you must do is find the year the person was born.  If you don’t know… There is plenty of information on how you can do this online. 

People are always interested about “the good ole days.”  They wonder, what were things like when I was born?  You can capitalize on this in a unique way, by using the site  The site has actual magazines from all the way back to the 1930’s. 

You can even tailor the magazine to what you know about the person’s interests, because the magazines run the gambit…

  • Life Magazine
  • Fortune Magazine
  • Sports Illustrated
  • Time
  • Women’s magazines
  • Car magazines
  • Music magazines
  • Etc.

Now simply attach a handwritten note with a personal message… with a p.s. about wanting to speak to them for just a couple of minutes. 

Here’s an example:

Hi John!  I see from some of your posts that you enjoy classic cars as much as I do.  They just don’t make them like they used to.  I thought you might enjoy this Muscle Cars issue from when you were in high school!

Stay Fast,
Mike Advisor

p.s.  Think you could spare 10-minutes on the phone because I have a quick idea that could inject a little more oomph into your “car” account, to buy that Corvette you have your eye on.

Many times, they will reach out to you to thank you… but almost always, they’ll take your call.

Posted in General | Tagged , , , , , , , | Leave a comment