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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Financial Advisor Marketing Tips

is this poisoning your sales?

Imagine, getting a phone call from the poison control center, telling you that you must get a message to your neighbor about their son. Apparently, their son ate at a local restaurant, which served meat tainted with a fast-acting...
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Financial Advisor Marketing Tips

do you have emergency room prospects?

Our 15th Double Your Affluent Clients® Boot Camp is over and it was a huge success. Advisors from across North America discovered The 7X Advisor Model® to transform their advisor practice into a client-generating, profit pumping, lifestyle-friendly business. They...
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Financial Advisor Marketing Tips

three reasons prospects undervalue you…

Our 15th Double Your Affluent Clients® Boot Camp is happening this week. Hundreds of advisors from three countries have already discovered the 7 X-factors that lead to million-dollar success. I am so excited for the new, and returning, advisors...
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Financial Advisor Marketing Tips

don’t disrespect yourself like I did

Don’t do what I did: disrespect myself. How? By working with any prospect who would work with me. YOU disrespect yourself when you work with any and every prospect you meet. YOU disrespect yourself when you work for less...
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