Tag Archives: marketing

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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Here’s How You Get P&C Agents to Refer

How do you get a Property Casualty agent to open their huge book of business to you?  I have a Step-by-Step system for that!  I’m willing to give it to you, courtesy of 5Q Group.  Here’s what you’ll get in … Continue reading

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Doggone Marketing is a Fun Way to Get New Clients

The average dog owner in the U.S. spends $126 on their pooch every month.  Many spend much, much more.  In total, over $70 billion is spent per year by dog lovers. Dog people are passionate about their canine family member.  … Continue reading

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Ask yourself these 3 Questions

You can instantly make your marketing… bio… mail piece… seminar… or any communication you have with the public, INSTANTLY more effective by asking yourself these 3 questions. Put yourself in the shoes of the client and ask: What’s Your Point? … Continue reading

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Which is Better for Business… LinkedIn or Facebook?

In the last couple of years, financial advisers using digital marketing has skyrocketed.  You’ve most likely seen or been approached from providers trumpeting their great success on either LinkedIn or Facebook.  So, which one is better? Great question.  This article … Continue reading

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Why Clients Don’t Take Your Advice… and how to fix it

Have you ever worked with a client where you can reduce their taxes… increase their return and income… reduce their risk and fees… MAKE THEIR LIVES AWESOME!  And they still don’t take your advice? Watch this 40-minute video that will … Continue reading

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10 Mind Tricks that Help People Close Quicker

The mind is a crazy, often irrational, machine… but if you know how to use that irrationality, it can help you get the client to work with you much faster. Here are 10 Mind Leverage tools that you should be … Continue reading

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Why Millionaires Switch Advisors… and how to get them to switch to you

This inexcusable mistake is the #1 reason given by high net worth clients for leaving their advisor… their advisor does not call them back promptly.  Are you kidding me?  Here are the top 4 reasons given as to why people, … Continue reading

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