Tag Archives: Marketing Organizations

25 Sales Tips that Top Salespeople Swear By

Ever wonder why… even though you are smarter than your competition… they still make more money than you?  They aren’t more knowledgeable about investing… they know more about selling.  Find what they do differently in this sales training video (starting … Continue reading

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How to Get Your Town’s Movers and Shakers Seeking Your Help

Who do we want as clients?  Centers of Influence… Movers and Shakers… Thought Leaders… Why?  Because they can become a never-ending source of referrals for us! But these people are besieged with people trying to cozy up to them.  How … Continue reading

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A Dozen Successful Marketing Musts

You must commit to a marketing plan.  If you go half-hearted… your results will be half-hearted. You must understand that marketing is NOT A COST!  It is an investment. You must be consistent with your marketing.  Stopping and starting your … Continue reading

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The Latest Research on Selling and How to Leverage it to Close More Deals

If you use the tremendous amount of new research done in the last 5 years… you are going to close many more cases… and faster too.  This video walks you through the most important points from Daniel Pink’s book “To … Continue reading

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Want a Sure-Fire Way to Get Prospects to Call You?

So, you’ve got a bunch of people on your warm list… but how do you effectively reach out to them, to get them back in your office? Use psychology of course!  Most people suffer from recency bias… that means they … Continue reading

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Ever Wonder Why Advisers that Aren’t Any Smarter than You… make twice as much as you?

Get this Free 29-page Guide to the Secrets of the Top 10% of all Advisors will finally answer that for you… courtesy of 5Q Group. Why what used to work… doesn’t any more How understanding this one thing about bears … Continue reading

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3 Powerful Tips that Turn Prospects into Buyers

Your message must GRAB your potential client immediately.  It doesn’t matter if it’s for marketing, referrals or an elevator speech… your message has to cut through the clutter and grab them. There are 3 basic ways to accomplish this: Don’t … Continue reading

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What If Everything You’ve Been Told About Financial Marketing is Wrong?

With something as vital as marketing, you can’t afford to be barking up the wrong tree.  Great marketing can make a crappy financial adviser, fabulously successful… but the wrong marketing can put the best financial adviser on the ropes.  Unfortunately, … Continue reading

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Income Like You’ve Never Seen It Before

What are all retirees looking for?  How to get the highest income with the least amount of risk.  But doesn’t every advisor… tell every client… that they have the answer for that?  But guess what!  All the answers sound the … Continue reading

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New Research Gives You the Key to Selling More

Do you sell by your gut… or the way you were trained years ago?  If so, you are probably WAY less successful than you could be.  We are in the Golden Age of selling psychology research.  We now KNOW… What … Continue reading

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