Financial Advisor Marketing Tips

Financial Advisor Marketing Tips

more millionaire clients?

You want more millionaire clients? Of course. Here’s why: not because they have more money. Because they are your path to freedom. If you wanted to double your revenue, how would you do it? I’m kinda simple. Here’s my...
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Financial Advisor Marketing Tips

a $26,000 marketing check…

Just wrote a check for $26,000 to a ninja copywriter to help me create a marketing piece. Why would I invest that kind of money? Think about this: What’s the best way to learn something? Touch the stove. When...
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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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Financial Advisor Marketing Tips

the gateway to massive results…

Our Make It Happen System™ has me answer the ONE question… If I could make only ONE thing happen today, what’s the ONE thing that will move the company forward?  It forces me to focus on RPAs. Revenue Producing...
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Financial Advisor Marketing Tips

you can’t make them

When I heard and felt the “pop” in my calf muscle, I knew something happened. I tried to keep exercising, but then the pain showed up.   Dang. Torn calf muscle. I didn’t want to stop working out, but...
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Financial Advisor Marketing Tips

is your advisor marketing camo?

Using old-world, same old, me-too, traditional advisor marketing techniques makes you look exactly like every other advisor trying to get a prospect’s attention. Why? Because there is no difference between how you market and how every other advisor markets....
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Financial Advisor Marketing Tips

prospects aren’t listening, unless you…

Actually, it’s much worse than that. Prospects are not even paying attention. They’re deaf. They’re numb. They’re overloaded just like you! And yet, advisors continue to pummel the affluent with slick, four-color, glossy brochures and marketing pieces. You need...
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Financial Advisor Marketing Tips

advisor marketing and P90X3

Last week, Beth and I just got going again on P90X3. We’ve been through it a number of times in the past. However, something pops up and we fall off the wagon. Then it’s mental game to get back...
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Financial Advisor Marketing Tips

you have the creds?

Just finished a business mastermind in Los Angeles with the author of 80/20 Marketing, Perry Marshall. Perry is brilliant and has been a coach of mine for a number of years. I listen to Perry, because he has earned...
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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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