Tag Archives: marketing

Now is the time to make sure your community knows you care about them

Do you care about your community?  I know you do, and many advisors do A LOT of volunteer work.  If you are, don’t hide it!  Make sure your client base, prospects and the community know what you are doing to … Continue reading

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Get Your Clients (and their friends together) for a fun 15-minute Online Quiz and Q & A

How are you keeping your clients happy… engaged… and open to talking about you (and what you do) with all their friends and relatives?  Why not invite them to a fun and quick get together where you’ll pose some questions, … Continue reading

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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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A Picture Paints a Thousand Sales

What sells a person better?  An abstract idea or a concrete example?  A picture or a bunch of verbiage? In the video below, you’ll get a bunch of great ideas on how to quickly demonstrate ideas that we use with … Continue reading

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Easy Way to Get a Big Hitter’s Attention

How do you get someone to take your call… or even better… call you?  There are a gazillion fun ways to do this, but the idea I’ll give you today is simple, easy and professional. The first thing you must … Continue reading

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Simple Five Dollar Marketing Trick Brings in an Extra 3 or 4 Sales a Year

What would an extra 3 or 4 sales a year add to your income?  $40,000?  $50,000?  Of course, this will not make you rich… but it’s certainly not a bad ROI on a $5 marketing investment. How do you do … Continue reading

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Use this Email Hint to Get People to Call You Back

Use email the right way… and you’ll see your business grow leaps and bounds.  Use it the wrong way and you’ll drive people away. Advisers regularly run into the problem of getting ghosted by somebody in the middle of their … 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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