Financial Advisor Marketing Tips

never bet against Shark Tank; really

I don’t bet. But… I couldn’t pass up the chance to make a friendly wager with my friend, Kevin Harrington, original Shark on ABC TV’s Shark Tank. Watch Kevin paying off a friendly wager with me.      
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Financial Advisor Marketing Tips

wicked busy

June is wicked busy for me. New coaching members from our May Double Your Affluent Clients® Boot Camp. Seminar Money Machine™ training. At home, Beth and my wedding anniversary. And yesterday was my birthday. 🙂 That’s why I’m at the...
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Financial Advisor Marketing Tips

the truth about referral marketing…

We had 3 great days with advisors from California to New Hampshire to Texas… and in between. It was a fabulous training for the Seminar Money Machine™. Advisors are consistently filling their seminars with 30 to 100 prospects. Yea....
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Financial Advisor Marketing Tips

your marketing bubble bursting

Well… the Stanley Cup returns to Pittsburgh. 🙂 We are big hockey fans and really enjoyed to playoffs! Many hearts are broken when the bubble bursts and the hope of the Cup disappears. We have been there before. During...
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Financial Advisor Marketing Tips

word of mouth marketing… and my convertible

They gave away my convertible. 🙁 Beth and I arrived in Charlotte around 9PM and proceeded to the rental counter to pick up the Mustang convertible. Reserved and paid for. The woman behind the counter, who was very nice,...
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Financial Advisor Marketing Tips

marketing to the affluent, who can’t be sold

Beth and I are heading to Blowing Rock, North Carolina for some R&R through Memorial Day. Jan Karon is the #1 New York Times Best-Selling author of the Mitford Series, which Beth just loves. As she was recovering from...
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Financial Advisor Marketing Tips

what a great marketing question

One of my early coaches and mentors helped me understand the power of positioning and posed this question, “Who has already spent time and money to earn credibility with your Right Fit Client?” Who’s already the leader in that...
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Financial Advisor Marketing Tips

financial advisor marketing Shark Tank-style

Well, it’s our 12th Double Your Affluent Clients Boot Camp this week. Hope I’m going to see YOU there. We have over 50% more coming than the November Boot Camp, so it’s SOLD OUT. This is part of my...
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Financial Advisor Marketing Tips

you missed a customer

Anni and I landed Sunday night after the weekend at Frank Kern’s latest marketing event. That’s us learning and growing. Frank is a “legend” in the internet marketing business. I’ll be sharing some of what I learned next week...
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Financial Advisor Marketing Tips

is your advisor prospecting focusing on these?

What do you worry about at 2:00 AM? Middle of the night stuff. Nothing good. Biggest worries. Same for your prospects. Here’s what your prospects are worried about: #1 Running out of money. Not a surprise. An AARP study...
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