Financial Advisor Marketing Tips

Financial Advisor Marketing

affluent prospects don’t do this…

We stopped into a car dealership to look at a new SUV for Beth. The guy at the dealer said they have a new policy: no selling. Then he never stopped talking. Here’s the thing about affluent prospects: they...
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Financial Advisor Marketing

what happened at pebble beach?

I loved watching the Pebble Beach Pro Am. Amazing course (which I’ve had the privilege of hacking up twice). It was so much fun watching the amateurs play with the best in the game. Jordan Spieth and Dustin Johnson...
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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

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

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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