Financial Advisor Marketing Tips

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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Financial Advisor Marketing Tips

your ONE business wish

I’m your fairy godfather. What’s your one business wish for the year? If you are like most advisors, your answer is more Right Fit Clients. Step One is a written description of your Right Fit Client. Step Two is...
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Financial Advisor Marketing Tips

it’s human nature

It’s amazing what happens when I can’t have something. Tell me I can’t have something and I want it even more! How about you? Same thing? It’s human nature… If that’s true, why are you pressing so hard with...
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Financial Advisor Marketing Tips

you using turkey marketing?

Hope you had a great Thanksgiving. According to CNN, Americans serve roughly 46 million turkeys on Thanksgiving, with almost 9 out of 10 Americans feasting on the bird. Each year for the last few years, rumors have circulated about...
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Financial Advisor Marketing Tips

is your marketing disrespecting you?

Don’t do what I did. Don’t disrespect yourself. How? Initially by working with anyone who wanted to work with me. You must see yourself as more valuable than that. You are invaluable to the Right Fit Client. Not to...
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Financial Advisor Marketing Tips

country music prospecting

You like country music? I do. Don’t judge. Country artist Toby Keith has a song, “I Wanna Talk About Me.” Here’s part of the chorus, “I wanna talk about me. Wanna talk about I. Wanna talk about number one,...
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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

does your marketing do this?

Most advisors don’t understand the difference between marketing and positioning…or how they work in concert with one another. “Your marketing should repel!” Does that statement make sense to you? It didn’t when I first learned it. I thought marketing...
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