This 56-minute, tell all, video walks you through the surprisingly simple… and absolutely free… things an advisor did to go from making just $50,000 a year… to less than 3 years later making over $1 million a year.
Watch “What can 2% Better Mean for you” courtesy of 5Q Group:
A Florida advisor knew he could help an accountant, who specialized in small business taxes, save his clients taxes. He was rebuffed every time he approached the accountant… so he decided to put the approach on automatic. He began to send the accountant pertinent books with the best part marked and highlighted once a month. He did this for 13 months… and then the call came… and then another and another. End game–$397 spent… 25 terrific referrals… 12 new clients… millions in new money under management.
Are you thinking outside the box?
$1.23 TRILLION dollars changes hands every day. You wouldn’t have to intercept much of that to see a huge difference in your bottom line. Where is the money going? 401(k) rollovers… divorce settlements… business sales… savings… investing… and the list goes on.
What is your plan to intercept some of it?
Moral of the story? Think about where your top clients came from… is there a way to put yourself in front of people just like them when they are making money decisions? Spending an afternoon thinking about this could change your business forever… in a very, very good way!
How do you get the “Untouchables” in your office… the 87% of people that do not respond to any type of marketing? This is one white paper that every advisor should read. It gives you 3 simple ways to do it with case studies of advisors successfully implementing them. It’s yours courtesy of 5Q Group.
Download your copy HERE
Wondering how to get people to come see you… and more importantly to move their money to you? This 49-minute video walks you through the science of what works to do both! (Hint: Fast forward about 4-minutes into it.)
Here’s the YouTube link:
The ticket to success… it’s NOT return: https://www.youtube.com/watch?v=pwASX05GQRo
In today’s world of cell phones and caller ID… it’s getting harder and harder to get people to pick up the phone or return your calls. So what do you do?
While your voicemail will not sell a product, neither should your first one-on-one meeting with the client. It is simply part of the process. It can move you closer to a sale… much closer to a sale… if you use it right.
Here are 5 Tips to leaving an Effective voicemail:
Go to a bakery and have them use their new technology to put your Logo or Unique Selling Proposition on a cookie!
You can use this idea to get more appointments to actually show up. You simply mail them the confirmation letter with a couple of cookies as a thank you for making and coming to the appointment.
What do you do at a trade show (Senior Expo, Local business Expo, etc.) to get everyone to come to your booth? Logo cookies.
You could drop off the cookies at all the schools in your area for a back to school treat for the teachers… along with some information about how you help teachers.
How about companies in your area? Trade groups? And the list goes on and on. A cookie is a certain way to get people to “digest” your name… and if you are creative… a phenomenal Unique Selling Proposition!
A recent study showed that decision-makers are much more likely to work with someone if that company, or professional, actively supports a cause or non-profit entity. It is a simple measurement of… “Do they care about something other than their profits?”
What works best? Here are the issues Americans want companies to support:
Where should you put a mention of your support? Everywhere. Your website… your stationary… in your office… on your desk… everywhere.
Follow one case-study that utilizes all 5 Key Strategies for pennies… and brings in over $1.5 million in new money over 6 weeks.
You can see how they did it in this short case study called, “What If Everything You’ve Been Told About Financial Marketing is Wrong?”
Get it here courtesy of 5Q Group.
I mentor around 10 advisors a day and I find one of the biggest hurdles they have to overcome is recognizing the difference between…
ACTIVITY vs. PRODUCTIVITY
Most of the advisors I talk to are hardworking and really put a lot of effort into their practices… but when we actually walk through their 8-hour day or 40-hour work week we find that very little time was spent on productive efforts.
Instead, most of their time is spent doing things they “think” they need to get done, instead of what they “need” to get done, if they want to be more successful. Here are the things I think you NEED to get done on a daily basis:
Are these things more difficult than reading the paper… looking for the magic pill investment… shuffling paperwork… taking long lunches… running errands for your household? Yep, but as always…
Successful People Do… What Unsuccessful People Refuse To Do
