Financial Advisor Marketing Tips

is your advisor marketing camo?

Using old-world, same old, me-too, traditional advisor marketing techniques makes you look exactly like every other advisor trying to get a prospect’s attention. Why? Because there is no difference between how you market and how every other advisor markets....
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Financial Advisor Marketing Tips

prospects aren’t listening, unless you…

Actually, it’s much worse than that. Prospects are not even paying attention. They’re deaf. They’re numb. They’re overloaded just like you! And yet, advisors continue to pummel the affluent with slick, four-color, glossy brochures and marketing pieces. You need...
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Financial Advisor Marketing Tips

advisor marketing and P90X3

Last week, Beth and I just got going again on P90X3. We’ve been through it a number of times in the past. However, something pops up and we fall off the wagon. Then it’s mental game to get back...
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Financial Advisor Marketing Tips

you have the creds?

Just finished a business mastermind in Los Angeles with the author of 80/20 Marketing, Perry Marshall. Perry is brilliant and has been a coach of mine for a number of years. I listen to Perry, because he has earned...
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Financial Advisor Marketing Tips

you can’t have this… nope…

It’s amazing what happens when I can’t have something. I want it even more! How about you? Same thing? If that’s true with me and you, it’s true with prospects. If that’s true, why are you pressing so hard...
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Financial Advisor Marketing

try this quick exercise to test your marketing…

Ho hum… yawn… zzzzzzzzzzzzzzzzzzz! Is your marketing putting your prospects to sleep? During a day with international bestselling author Seth Godin, “Mr. Purple Cow,” I learned many things, including the absolute necessity to be remarkable. Your marketing must REV...
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Financial Advisor Marketing Tips

this is next for your advisor marketing…

Once you’re clear about the “who” in terms of your Right Fit Client, it’s time to move to the second area of clarity: the “what.” The “what” means: what you want Right Fit Prospects to think about you. Here’s...
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Financial Advisor Marketing Tips

20 for 20…

The end of the year push seeks to steal the joy from the season and the celebration. Let’s not let it. Call your Top 5 clients and personally wish them a Merry Christmas! Personal contact never goes out of...
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Financial Advisor Marketing Tips

are you teaching prospects to choose you on price?

What do you call a product or service that has unlimited quantity and unlimited availability? I call it rock salt! How is rock salt chosen? Cheapest. Why? Unlimited products and services are a commodity! When I called Dr. Mark...
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Financial Advisor Marketing Tips

you using turkey marketing?

Hope you had a great Thanksgiving. According to CNN, Americans serve roughly 46 million turkeys on Thanksgiving, with almost 9 out of 10 Americans feasting on the bird. Each year for the last few years, rumors have circulated about...
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