Financial Advisor Marketing Tips

country music prospecting

You like country music? I do. Don’t judge. Country artist Toby Keith has a song, “I Wanna Talk About Me.” Here’s part of the chorus, “I wanna talk about me. Wanna talk about I. Wanna talk about number one,...
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Financial Advisor Marketing Tips

here’s how to distinguish you

I failed out of this business in the early eighties. Well, not really failed. My results were mediocre and I hated being seen as a salesman. After ten years in wholesale, helping advisors grow their businesses, I launched a...
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Financial Advisor Marketing Tips

does your marketing do this?

Most advisors don’t understand the difference between marketing and positioning…or how they work in concert with one another. “Your marketing should repel!” Does that statement make sense to you? It didn’t when I first learned it. I thought marketing...
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Financial Advisor Marketing Tips

show the affluent how to buy you

The biggest lie that the affluent have been told is that they should know how to preserve, protect, and pass on their wealth. You and I know that they can’t. In fact, they don’t even know how to think...
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Financial Advisor Marketing Tips

better than affluent marketing

What’s better than marketing and gaining a new affluent client? You already know this; but I’ll remind you anyway. It costs 5 times as much to gain a new client as it does to keep an old one! $10,000...
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Financial Advisor Marketing

what’s your story

What’s your story? This past week, I created the “who are you and why do you do what you do” story for one of our coaching members to use with the Seminar Money Machine™. One thing you should share...
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Financial Advisor Marketing Tips

stop the marketing drivel

Last week, we trained advisors from across North America on how to get paid by charities. Since 1995, over 40 leading charities have paid me to educate their donors. Why would a charity pay me? Not because I sold...
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Financial Advisor Marketing Tips

this made all the difference in my credibility

Coaches have made all the difference in my business. Jay Abraham helped me understand the power of positioning. Jay has been featured in USA Today, New York Times, Los Angeles Times, Washington Post, San Francisco Chronicle, OTC Stock Journal,...
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Financial Advisor Marketing Tips

forget getting your name out there

Last week, I spoke at Simon Singer’s and Rao Garuda’s Tax Institute. I asked the attendees to write down the amount they wanted to get paid by their business. Here’s how to earn everything you’ve always wanted and more....
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Financial Advisor Marketing Tips

the laws of positioning

Over 20 years ago, marketing guru, Dan Kennedy, asked one person to teach internet marketing at his marketing events. Ken McCarthy had positioned himself as THE internet marketing guy. In Dan’s mind, there was no other alternative. That’s the...
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