Financial Advisor Marketing Tips

Financial Advisor Marketing Tips

here’s how to distinguish you

I failed out of this business in the early eighties. Well, not really failed. My results were mediocre and I hated being seen as a salesman. After ten years in wholesale, helping advisors grow their businesses, I launched a...
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Financial Advisor Marketing Tips

you caught in the paw trap with clients?

“You don’t need more clients… you need more-better clients,” I told Mark and Dan, partners in a successful financial advisory firm. Bad English, I know. On purpose to make a point. A Client MRI revealed that two thirds of...
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Financial Advisor Marketing Tips

YOU and Shark Tank’s original Shark

Kevin Harrington has taught me many things. In his latest book, Put A Shark In Your Tank, Kevin talks about becoming a KPI, Key Person Of Influence. You may not recognize his name, but you will recognize his accomplishments:...
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Financial Advisor Marketing Tips

it’s YOU, stupid…

“It’s the economy stupid,” was the phrase James Carville, an aide to candidate Bill Clinton, came up with during the 1992 presidential election to keep everyone on the team focused. “So, why should a prospect do business with you?...
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Financial Advisor Marketing Tips

please pray…

As you know, this last week hurricane Harvey hit Texas and is still pounding Houston and the surrounding area with torrential rain. We coach several advisors in that area. Three things… One, please pray. Two, please give something. We...
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Financial Advisor Marketing Tips

meet your NEW credibility partner…

Last week, the team and I recovered from the two events in Chicago the week before. It was accelerating… and exhausting! I created a brand-new training for our Mastery Coaching members and their team, The Top 10 Marketing Magnifiers™....
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Financial Advisor Marketing Tips

if you do this, it’s too late… sprinkle, sprinkle…

I love our auto-sprinkler system. Before we built our current home 15 years ago, I would water the grass with a sprinkler that I would move around the yard. I watered when the grass started to look bad. That’s...
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Financial Advisor Marketing Tips

advisor’s confusion… and battlefield…

Today is my wife, Beth’s birthday. 🙂 So, I’m off for the day celebrating with her. Many advisors are confused… They spend too much time thinking and worrying about their competition. The battle is not with your competition. The...
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Financial Advisor Marketing Tips

elephant ears and killing your credibility…

Hope you had a great 4th. Our freedom is so valuable! I’m back from vacation for the last two weeks and back at it! There are handful of bakeries on Long Beach Island and on vacation there are no...
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Financial Advisor Marketing Tips

This makes me feel super human…

It’s my second week at Long Beach Island with Beth and Anni. Josh is in Switzerland, so it’s our first summer without him. And today is my birthday 🙂 Two days ago, Beth and I celebrated 34 great years...
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