Financial Advisor Marketing Tips

Financial Advisor Marketing Tips

eagle to win…

Phil Michelson’s third Master’s Tournament win in 2010 was certainly moving, especially with his wife, Amy, struggling with cancer. Three years earlier, he made a move that surprised some. In 2007, when a victorious Michelson walked off the final...
0Shares
Comments 0

Financial Advisor Marketing Tips

my right knee is killing me…

My right knee has been killing me for the last two years. I injured it working out. On the inside part of the knee. I tried ignoring it – hoping it would get better. Didn’t work. Funny how that...
0Shares
Comments 0

Financial Advisor Marketing Tips

Google (and YouTube) are killing your sales…

When you want to know “how” to do something, what do you do? If you’ve been to our Boot Camp, you’ve seen our daughter, Anni, speak from stage. In addition to being a Keynote Speaker on Leadership, she also...
0Shares
Comments 0

Financial Advisor Marketing Tips

were you there?

How do you win with your marketing… and skyrocket your credibility? Last week, almost 100 advisors from across the U.S. and Canada came to our Double Your Affluent Clients® Boot Camp to find the answer. Think about this: when...
0Shares
Comments 0

Financial Advisor Marketing Tips

so, why DO millionaires buy – not what you may think

I love to buy. You? Among many advisors, there is confusion about why people buy. Particularly millionaires. Many advisors think that the affluent buy what they need. They don’t! Or advisors think that prospects should buy what the advisor...
0Shares
Comments 0

Financial Advisor Marketing Tips

Millionaire LIE #2

The #2 lie about millionaires. Vilfredo Federico Damaso Pareto was born in Italy in 1848. Rumor has it that one day he noticed that a few of the pea plants in his garden generated most of the healthy pea...
0Shares
Comments 0

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...
0Shares
Comments 0

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...
0Shares
Comments 0

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...
0Shares
Comments 0

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...
0Shares
Comments 0