Financial Advisor Marketing Tips

Financial Advisor Marketing Tips

my #1 biz strategy (instead of killing myself)

Instead of killing myself, I employed my #1 business exploding strategy. I got the opportunity to spend 8 days with our  son, Joshua, skiing in Austria. I haven’t skied in almost a decade and I wanted to get the...
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Financial Advisor Marketing Tips

taxes suck…

Unnecessary taxes suck the life out of the economy and businesses.  I don’t mind paying my fair share, but c’mon man (see the quote below)! Help your clients pay their fair share… and not one cent more. Redirect those...
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Financial Advisor Marketing Tips

gasoline on your sales

Last week, I shared ninja selling strategies from my training’s and coaches with a roomful of advisors from across the US and Canada. These selling strategies allowed me (an introvert with no clients) to build a high net worth...
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Financial Advisor Marketing Tips

if you don’t ___ prospects won’t buy

Anni and I spent three days with one of my marketing coaches learning and growing. Never stop learning and growing. I’ll be sharing some of what I learned at our upcoming Double Your Affluent Clients Boot Camp in May....
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Financial Advisor Marketing Tips

the real truth about selling more

Well, it’s been four weeks since my calf muscle was torn. The orthopedic surgeon said to “rest it” for six weeks. “C’mon, no way” I said. You know what his answer was. Sometimes, we don’t want to hear the...
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Financial Advisor Marketing Tips

my million dollar advantage

Everyone wants an advantage, right? You want a million dollar advantage. Anni and I headed off, like we have done for many years, to a marketing conference that’s part of a new $25,000 coaching program I joined recently. To...
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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

my double your income equation…

Do you want to double your income? Two ways… your choice. I’m kinda simple, so here’s my easy equation: Revenue = Number of Clients x Average Revenue per Client If you double the number of clients, what do you...
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Financial Advisor Marketing Tips

have you burned your hand?

You ever learn a painful lesson in life or business? Growing up, the best way to learn was to burn my hand when I touched the stove. The pain and the scar was a great way to learn. In...
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Financial Advisor Marketing Tips

when’s the best time?

We review the ONE Big Result for 2017 with our team every week and the SIX strategic initiatives to get there. What’s your ONE Thing for 2017? The Chinese ask and answer a series of questions to illustrate this...
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