Financial Advisor Marketing Tips

is this poisoning your sales?

Imagine, getting a phone call from the poison control center, telling you that you must get a message to your neighbor about their son. Apparently, their son ate at a local restaurant, which served meat tainted with a fast-acting...
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Financial Advisor Marketing Tips

do you have emergency room prospects?

Our 15th Double Your Affluent Clients® Boot Camp is over and it was a huge success. Advisors from across North America discovered The 7X Advisor Model® to transform their advisor practice into a client-generating, profit pumping, lifestyle-friendly business. They...
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Financial Advisor Marketing Tips

three reasons prospects undervalue you…

Our 15th Double Your Affluent Clients® Boot Camp is happening this week. Hundreds of advisors from three countries have already discovered the 7 X-factors that lead to million-dollar success. I am so excited for the new, and returning, advisors...
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Financial Advisor Marketing Tips

don’t disrespect yourself like I did

Don’t do what I did: disrespect myself. How? By working with any prospect who would work with me. YOU disrespect yourself when you work with any and every prospect you meet. YOU disrespect yourself when you work for less...
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Financial Advisor Marketing Tips

the truth about HGTV’s Chip and Joanna Gaines Fixer Upper

Have you heard of HGTV’s Fixer Upper stars, Chip and Joanna Gaines? Beth is a big fan of the show. So, Anni and Josh bought her tickets for her birthday to attend their annual Silobration in Waco, Texas. Shops....
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Financial Advisor Marketing Tips

here’s how to distinguish you

I failed out of this business in the early eighties. Well, not really failed. My results were mediocre and I hated being seen as a salesman. After ten years in wholesale, helping advisors grow their businesses, I launched a...
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Financial Advisor Marketing Tips

you caught in the paw trap with clients?

“You don’t need more clients… you need more-better clients,” I told Mark and Dan, partners in a successful financial advisory firm. Bad English, I know. On purpose to make a point. A Client MRI revealed that two thirds of...
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Financial Advisor Marketing Tips

YOU and Shark Tank’s original Shark

Kevin Harrington has taught me many things. In his latest book, Put A Shark In Your Tank, Kevin talks about becoming a KPI, Key Person Of Influence. You may not recognize his name, but you will recognize his accomplishments:...
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Financial Advisor Marketing Tips

it’s YOU, stupid…

“It’s the economy stupid,” was the phrase James Carville, an aide to candidate Bill Clinton, came up with during the 1992 presidential election to keep everyone on the team focused. “So, why should a prospect do business with you?...
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Financial Advisor Marketing

affluent prospects don’t do this…

We stopped into a car dealership to look at a new SUV for Beth. The guy at the dealer said they have a new policy: no selling. Then he never stopped talking. Here’s the thing about affluent prospects: they...
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