Tag Archives: Lead Generation

7 Notes That Will Double Your Referrals

Everybody wants everything done fast, don’t they?!!!  Unless it is done to them.  Doctors are told to spend less time with each patient so that the hospital can make more money.  Be faster!  That’s not what the patient wants. The … Continue reading

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Help Someone and They’ll Help You

Many companies have been able to jump start their business by forging a relationship with a non-profit organization.  Tom’s shoes… Bombas socks… LifeStaw… etc.  These companies became successful, almost overnight.  How?  By creating a feeling of giving while getting. Other … Continue reading

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Make Your Clients Heroes to Their Kids… and watch your business flourish

Grandparents love their grandkids… and grandparents love people who do things for their grandkids.  If you want to be a hero to your clients… rent a movie theater and put on a movie for your clients and their kids or … Continue reading

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Be More Like Dumbo… And Bring on More Clients

We’ve all been told at one point in our life… “God gave us two ears and one mouth for a reason.”  But, how many of us take that adage to heart?  Tape yourself with a client.  Then, take out your … Continue reading

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10 Conversation Starters with the Wealthy

I have a secret for you. Most financial advisors assume the wealthy have tons of advisors chasing them.  They don’t.  The upper middle income has tons of advisors chasing them, but the truly wealthy are sometimes ignored because advisors feel…” … Continue reading

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How are You Leveraging the Current Turmoil?

The markets continue to have spikes, spurts and dives.  How are you capitalizing on it?  We know the market is always going to have volatile periods… so what is your plan to use those periods to bring on more clients? … Continue reading

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Creating a Powerful Bio

Your bio creates enough trust so that by the time they come to see you – they are half convinced to work with you already. You just have to make sure you don’t fumble the ball. You should never have … Continue reading

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10:1 ratio to riches Story

If you touch your prospects with nice, friendly and NON-FINANCIAL touches 10 times they think that you are a nice, helpful person.  Then when you touch them with a helpful, financial message, they know you are doing it to be … Continue reading

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How to Bring on Clients Using Focus Groups

For years, financial professionals had no problem finding new people to see. It has become increasingly difficult to get a steady, reliable stream of new clients to walk in your door. So, what do you do to get: More people … Continue reading

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How to Get an Accountant to Refer to You

We just wrapped up the tax season… which means accountants are near the end of their money-making season.  Now, of course, they need to take a break after their busy tax season.  But, after that they will have more time … Continue reading

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