Tag Archives: Leads

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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These Numbers Can Make or Break Your Marketing and Your Business

At the beginning of every year, we have high expectations for our prospects in growing our business.  If you’d like to change it from expectations to reality, you must know your numbers.  What is your ROI in all that you … Continue reading

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Annual Reviews with a Client Can Make BOTH You and Your Client’s Lives Better

Most advisors do reviews with your clients, which is a good thing for your clients!  But too few advisors use the annual review to leverage new business and income.  In the previous post, I illustrated one tool successful advisors can … Continue reading

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Get Free Access to a Tool that has Made Advisors Hundreds of Thousands of Dollars… with ZERO Marketing Cost

More money… No marketing costs… and can be implemented immediately.  Sounds like the perfect marketing program.  If used correctly, it is.  It has been used by hundreds of advisors over the last 10-year period to jump start their businesses or … Continue reading

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This Target Market Makes up 1/3 of Retirees… and They are Going Virtually Unnoticed

Single, never married Boomers make up a surprising 13% of all Boomers Divorced and separated makes up 16% Widowed Boomers make up another 3% Add those together and you get 32%.  What are you doing with your marketing and sales … Continue reading

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Hmmm… Time for a Second Opinion

Looking for a great appointment getting idea?  Try this with your warm list.  Begin your letter speaking about the need for a second opinion.  Here’s some different ways you could do that: Mary, you might be doing just fine but… … Continue reading

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Make Leads Feel Like They’ve Been Referred to You

Which would you rather have?  A lead or a referral?  Duh, a referral.  But of course, leads are much easier to get.  So, what if you could make a lead feel like a referral?  Would that be good?  Of course.  … Continue reading

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Selling Financial Services is Extremely Difficult Because…

Financial Services are intangible, they are abstract.  People can’t touch, smell or taste them.  This makes it very difficult to clearly demonstrate why your services are needed or are good.  Difficulty in clearly demonstrating your service can lead to the … Continue reading

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