Financial Advisor Marketing Tips

your ONE business wish

I’m your fairy godfather. What’s your one business wish for the year? If you are like most advisors, your answer is more Right Fit Clients. Step One is a written description of your Right Fit Client. Step Two is...
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Financial Advisor Marketing

zzzzzzzzzzzzzzzzzzzzzzzzzzzz

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. The need to offer something to REV your...
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Financial Advisor Marketing

who are your prospects listening to?

During a Mastermind Coaching session with successful business owners, each of us had to introduce ourselves and talk about our results. The company putting on the Program had grown from $1M to $100M in fifteen years. Impressive growth. When...
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Financial Advisor Marketing Tips

it’s human nature

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

bang on your prospect’s door

We just finished our 13th Double Your Affluent Clients® Boot Camp last week and it was a phenomenal experience. Brian Tracy was brilliant as usual, sharing time-tested tips on doubling your income. I get to share the 7X Advisor...
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Financial Advisor Marketing

marketing doo-doo

Beth and I just returned from a technology conference in New York City. One of the first things you get asked at a conference or meeting is often, “Tell me about what you do?” So many advisors make this...
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Financial Advisor Marketing

Trump and Hillary used this for marketing

What is it? The most powerful marketing tool today. Trump has over twenty. Hillary has six. Books are the most powerful marketing tool on the planet. Make it a top priority to get a book as soon as you...
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Financial Advisor Marketing

marketing R-E-S-P-E-C-T

How much are you worth? More than you think… I’ll bet. I’ll get to that in a minute. And more than your prospects think. Why? Two things, really. It’s easier for prospects to drop you into an already-existing slot...
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Financial Advisor Marketing Tips

is your marketing disrespecting you?

Don’t do what I did. Don’t disrespect yourself. How? Initially by working with anyone who wanted to work with me. You must see yourself as more valuable than that. You are invaluable to the Right Fit Client. Not to...
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