Tag Archives: financial advisor

The Best Advertising is Free!

What’s better than free advertising?  It’s getting a high-quality 3rd party endorsement! Do you regularly submit letters to the editor in your local paper? Are you invited to speak about topics on your local TV or radio?  Do reporters call … Continue reading

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Duplicate Your Best Clients with This Simple Postcard

How would you like it if you had 2 or 3 clients on every block near your best client.  Would that be good?  Would that lead to getting even more clients in that neighborhood?  You bet it would for a … Continue reading

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Start With a Bang!

What if you could get a client to move ALL of their money to you at the first meeting?  They agree to move it before you have even done a lick of work for them… before you even show them … 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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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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Package Your Offer the Right Way…literally

It is more and more difficult to get people’s attention… and if you don’t get their attention, you aren’t going to be able to show them how much what you offer, can help them. So, why not package your offer … Continue reading

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