Financial Advisor Marketing Tips

top 10 advisor seminar mistakes…

You ever been to Key West? I haven’t, so Beth and I are getting some R&R there this week. Make sure you take time to re-charge! This past week, advisors from across the U.S. spent three days in Pittsburgh...
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Financial Advisor Marketing Tips

you need these 3 for more affluent clients…

Just three things… Three things you must be crystal clear about to succeed with attracting more affluent clients. Before the three, though, may I ask you a question: do you really want to succeed with the affluent? Really? Are...
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Advisor Marketing Sytems

Financial Advisor Marketing Tips

The #1 thing to systematize…

Davis Love III. Champion at 51. Love it! The old guy beat the younger guys. What the secret to winning in golf? Systematized swing (which I don’t have). Same in our business. My dad was in the steel business...
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Financial Advisor Marketing Tips

the key to being a champion…

Colin Swatton celebrated as Jason Day raised the Wanamaker Trophy on Sunday, the prize for his PGA win. The trophy and $1.8 million. With Swatton’s guidance, now going on 14 years as his swing coach and life mentor, Day...
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Financial Advisor Marketing Tips

The 3 Practice Profits…

Charlie called me out of the blue with an “opportunity.” For a 25 year old, any attention was flattering. “How would you like to be in your own business, where you can achieve financial freedom and be in total...
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Financial Advisor Marketing Tips

lead a horse to water… wanna bet?

Last day of our two week vacation at the New Jersey shore, as I grabbed the stack of books I was going to read at the beach and twisted… My lower back blew out. It was from a 30-year...
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Financial Advisor Marketing Tips

looking for failures…

Last week, coaching members and my team were reminded of a powerful truth about success and building a profitable business. As I interviewed Bob Jordon, 75 advisors and members of their team were held spellbound as he told us...
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Financial Advisor Marketing Tips

the third lie…

Lie #3: “The affluent know how to preserve and pass on their wealth.” Truth: Not true. In fact, they don’t even know how to think about this area of their life. The affluent have figured out their core strengths...
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Financial Advisor Marketing Tips

maybe you’ve heard this before…

You’ve heard it said before (not by someone who’s actually affluent themselves) that the affluent are just like everyone else. “They put their pants on one leg at a time.” Here’s Affluent Lie #2: “The affluent are just like...
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Financial Advisor Marketing Tips

didn’t work 32 years ago… doesn’t work now

On Thursday, Beth and I will celebrate 32 years of marriage. She is my best friend, counselor, companion, business partner and mother to our children.  I am deeply grateful to have her in my life. Three years before we...
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