Tag Archives: Leads

Big or Small… this is How and Why you should be saying things

We are in the communication business.  If we do not communicate well, our success will suffer, regardless of our skills and expertise in wealth management. As advisors, we all must have one-on-one conversations with people.  Depending on your practice and … Continue reading

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

Make it Rain Clients

As advisors, we sell the intangible.  Much of the sales training out there is for sales people that sell the tangible, and that training is not transferrable to the intangible sales process. Mike Schultz and John Doerr have written a … Continue reading

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

Leveraging Segments and Traits will put Your Marketing on Steroids

Merrill Lynch conducted a large study of Baby Boomers and found they consisted of five distinct segments: Empowered Trailblazers—people that believe they have the world by the tail, and they have an almost god-like power to make things happen. Wealth … Continue reading

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

How Healthy is Your Marketing?

Tie into the #1 concern of Affluent Boomers—their health.  Create marketing around the bundling of their physical and financial health.  For example, you could put together a health care kit that you give people when they allow you to check … Continue reading

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

Creating that Thing that People Actually Want

The average American is exposed to between 3,000 and 7,000 marketing messages a day.  But how many of these do they actually notice.  We have all gotten really good at almost instantaneously determining whether something deserves our attention. We glance… … Continue reading

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

How to Turbo Charge Your Business in 2021

After a challenging 2020, it is essential that you come out of the gates in 2021 fast.  You have a month to get your business and marketing retooled to make that happen.  So, what adjustments are you making? The most … Continue reading

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

And Another Thing…

Another type of list people love… and can even get you some free press… is statistics.  Create a short list of statistics… and more importantly, how the service you provide to your clients can help people capitalize on the information … Continue reading

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

A List of Things to Get You More Clients

One of the most effective ways to market is by creating lists. People love lists. That is why you see them promoted so often on Social Media. So, why not create your own top 10 list and… Promote it on … Continue reading

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

What is the BEST way to market? Here’s what customers say…

What is the best way to get your message out to prospects? You might be surprised by the #1 choice of consumers.  Take a look at the research illustrated in the graphic below.  This research was done by Marketing Sherpa, … Continue reading

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

You Win… When They Win

How do you get prospects’ attention?  The media’s attention?  Think about running a contest.  People love to show people how good they are at things.  A contest generates excitement and can easily get picked up by the media and get … Continue reading

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