Tag Archives: financial marketing

Want to Sell More IUL to Boost Your Profits this Year?

Have you ever explored a unique product that will surprise your client and boost your profit margins?  Try Indexed Universal Life Insurance.  It has unique properties that clients love… but, more importantly, have never heard of… and that is a … Continue reading

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

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

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

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

Posted in General | Tagged , , , , , , , , , | 2 Comments

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

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

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

Posted in General, Lead Generation, Marketing Tips | Tagged , , , , , , , , | Leave a comment

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

Posted in General, Lead Generation, Marketing Tips | Tagged , , , , , , , | Leave a comment

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

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged , , , , , , , , | Leave a comment

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

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged , , , , , , , , | Leave a comment

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

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged , , , , , , , , | Leave a comment

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

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged , , , , , , | Leave a comment