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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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

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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