Tag Archives: 5Q Group

They downsize… you upsize

One of the best ways to grow your business is to put yourself between a client and the transfer of money.  Here’s a great example of how to do that. Many empty nest baby-boomers are considering downsizing to a more … Continue reading

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Sell Independence to Women Boomers

According to Barron’s, what percentage of women leave their advisor when their husband dies?  Over 70%.  That is important for two reasons… you don’t want your clients to leave you at their husband’s death… and it opens up a huge … Continue reading

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People Remember People Who Make Them Smile

If on a date… the only thing you talk about is sex… what does the girl or guy know about you?  If the only thing you talk about with a client or prospect is money… what do they know about … Continue reading

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It’s Working… even when it’s not working

This is from one of my favorite marketing authors, Jay Levinson and his book Guerilla Marketing.  He quotes Thomas Smith, one of the first people that looked at advertising as a science in 1885. “Think of this when you consider … Continue reading

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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 … Continue reading

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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… … Continue reading

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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 … Continue reading

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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 … Continue reading

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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, … Continue reading

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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 … Continue reading

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