Financial Advisor Marketing Tips

Google (and YouTube) are killing your sales…

When you want to know “how” to do something, what do you do? If you’ve been to our Boot Camp, you’ve seen our daughter, Anni, speak from stage. In addition to being a Keynote Speaker on Leadership, she also...
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Financial Advisor Marketing Tips

were you there?

How do you win with your marketing… and skyrocket your credibility? Last week, almost 100 advisors from across the U.S. and Canada came to our Double Your Affluent Clients® Boot Camp to find the answer. Think about this: when...
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Financial Advisor Marketing Tips

so, why DO millionaires buy – not what you may think

I love to buy. You? Among many advisors, there is confusion about why people buy. Particularly millionaires. Many advisors think that the affluent buy what they need. They don’t! Or advisors think that prospects should buy what the advisor...
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Financial Advisor Marketing Tips

Millionaire LIE #2

The #2 lie about millionaires. Vilfredo Federico Damaso Pareto was born in Italy in 1848. Rumor has it that one day he noticed that a few of the pea plants in his garden generated most of the healthy pea...
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Financial Advisor Marketing

the reason I (almost) never had one date in high school…

Other than the fact that I was a nerdy geek and looked like a dork… OK. Okkkkkkkkkk… stop laughing. Yes, that’s me in high school. The reason I (almost) didn’t have a date in high school was I didn’t...
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Financial Advisor Marketing Tips

more millionaire clients?

You want more millionaire clients? Of course. Here’s why: not because they have more money. Because they are your path to freedom. If you wanted to double your revenue, how would you do it? I’m kinda simple. Here’s my...
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Financial Advisor Marketing Tips

a $26,000 marketing check…

Just wrote a check for $26,000 to a ninja copywriter to help me create a marketing piece. Why would I invest that kind of money? Think about this: What’s the best way to learn something? Touch the stove. When...
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Financial Advisor Marketing Tips

is your advisor prospecting focusing on these?

What do you worry about at 2:00 AM? Middle of the night stuff. Nothing good. Biggest worries. Same for your prospects. Here’s what your prospects are worried about: #1 Running out of money. Not a surprise. An AARP study...
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Financial Advisor Marketing Tips

the gateway to massive results…

Our Make It Happen System™ has me answer the ONE question… If I could make only ONE thing happen today, what’s the ONE thing that will move the company forward?  It forces me to focus on RPAs. Revenue Producing...
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Financial Advisor Marketing Tips

you can’t make them

When I heard and felt the “pop” in my calf muscle, I knew something happened. I tried to keep exercising, but then the pain showed up.   Dang. Torn calf muscle. I didn’t want to stop working out, but...
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