Tag Archives: Leads

How to Find and Meet the Best-Connected Person in the Room

The best way to grow your business through referrals, quickly, is to work with highly connected people.  The problem is, those people aren’t always easy to spot.  It’s not necessarily the most “powerful” person in the room.  The best-connected person … Continue reading

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Are You in Danger?

Matt Oechsli, president of Oechsli Institute conducted a study to find the top 6 reasons affluent investors leave their advisor.  This information can be used two different ways.  1) Make sure you do not suffer any of these 6 sins, … Continue reading

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Pictures Paint a Thousand Words

Concepts can be hard to explain.  Points of view can be hard to explain.  Getting people to change can be hard to do.  If you are looking for a laser that will cut through “hard to do”, look to simple … Continue reading

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Here’s How You Get Your Client’s CPA’s to Refer More People to You

Referrals are great… but referrals from CPA’s are golden!  Wouldn’t we all like more of those?  As with any referral, you should start with a person that both parties share.  In this case it would be… your client… that you … Continue reading

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Eggselent Idea!

Do you have a great idea you’d like to share with a big prospect… but they won’t give you the time of day?  Here’s how to fix that. Big hitters are interested in good ideas… that’s how they became big … Continue reading

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Extra! Extra! Read All About It!

Want a truly effective… and inexpensive way to market?  Look no further than your local paper.  Subscribe to all your local papers, big and small.  Then, start reading them with the purpose of identifying people with whom you’d like to … Continue reading

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5 Myth’s of Financial Advice Marketing

Flawless work is enough—NO! Flawless work is expected! It’s the bare minimum. If you think that delivering outstanding results will attract new customers, you are sorely mistaken. It will keep your current clients happy, but will not attract new ones. … Continue reading

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Solve the Puzzle of Getting that Big Hitter to Respond

Do you have one person or a group of people that if you landed them… it would be a huge boost to your business? If you are willing to invest a little effort and 6-weeks of your time… here’s a … Continue reading

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Double Your Response Rate with a Tool That’s Sitting on Your Desk

Want a simple way to double the chance somebody will respond to your letter or request?  Then capitalize on the fact that people need to feel they are getting personal attention.  In several tests (neurosciencemarketing.com), it was found that when … 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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