Financial Advisor Marketing Tips

my easy equation for a great business…

This seems like a silly statement: every advisor wants the affluent. Of course, right? Many advisors think that it’s because the affluent have more money (more on that later). Let me share my strategy behind an affluent-only business. If...
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Financial Advisor Marketing Tips

this principle paid $1,116,000…

On Saturday, American Pharoah ended a generation-long wait and won the 2015 Belmont Stakes and the $800,000 prize. More significant than the money, he also became the first horse since 1978 to claim the Triple Crown. American Pharoah put...
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Financial Advisor Marketing Tips

send one now…

For those who served our country… thanks. For those who have lost someone in service to our country… thanks… and God’s comfort. They paid the ultimate price. It reminds me that everything valuable is costly. Everything! Beth and I...
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Financial Advisor Marketing Tips

this one thing… do…

My daughter, Anni, and I just returned from Los Angeles, where I shared the secrets to webinar selling with 200 people. After laying out a blueprint to success, I challenged each person with the question, “When’s the best time...
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Financial Advisor Marketing Tips

exhausted… and exhilarated

Have you ever been exhausted… yet exhilarated? That’s how our team felt on Friday after 85 folks from across the U.S. and Canada left our 3-day Double Your Affluent Clients® Boot Camp. That’s a very good feeling. Our team...
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Financial Advisor Marketing Tips

FOCUS Will Help Close More Clients – If It’s Done in the Right Order

The prospect leans forward and says to you, “”So, what is it exactly that you do?” You’re tempted to launch right into your spiel – all about yourself, your business, your clients, your successes… but wait! If you’re not...
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Financial Advisor Marketing Tips

Big Impact Tip: Key to Success #5 Coaches

Big Impact Tip: Scott Keffer, trainer and keynote speaker at financial advisor, estate planning and planned giving conferences shares his weekly Bit Impact Tip on how to live a life of Big Impact. This week’s Big Impact Tip shares...
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Financial Advisor Marketing Tips

Big Impact Tip: Key to Success #4 Models, Mentors & Hero’s

Big Impact Tip: Scott Keffer, trainer and keynote speaker at financial advisor, estate planning and planned giving conferences shares his weekly Bit Impact Tip on how to live a life of Big Impact. This week’s Big Impact Tip shares...
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Financial Advisor Marketing Tips

Big Impact Tip: Key to Success #3 Overcoming Fear

Big Impact Tip: Scott Keffer, trainer and keynote speaker at financial advisor, estate planning and planned giving conferences shares his weekly Bit Impact Tip on how to live a life of Big Impact. This week’s Big Impact Tip shares...
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Financial Advisor Marketing Tips

Big Impact Tip: Keys to Success #2 Mine the Gold

http://scottkeffer.com Big Impact Tip: Scott Keffer, trainer and keynote speaker at financial advisor, estate planning and planned giving conferences shares his weekly Bit Impact Tip on how to live a life of Big Impact. This week’s Big Impact Tip...
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