Tag Archives: Marketing Organizations

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 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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How Much Does It Cost to Turn a Prospect Into a Client?

Well, according to industry research… it’s about $395.  If you want a more accurate picture of your situation… do your own math.  Add up what you spend on marketing and divide it by the number of new clients you’ve brought … Continue reading

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Get an Immediate Boost in Your Seminar Marketing

Back in the late 1990’s and early 2000’s I’d tell my advisors to send invites and newsletters via email… because people were getting inundated with junk mail in their postal mail boxes and they didn’t get much in their email … Continue reading

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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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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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