Financial Advisor Marketing Tips

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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Financial Advisor Marketing Tips

show the affluent how to buy you

The biggest lie that the affluent have been told is that they should know how to preserve, protect, and pass on their wealth. You and I know that they can’t. In fact, they don’t even know how to think...
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Financial Advisor Marketing Tips

better than affluent marketing

What’s better than marketing and gaining a new affluent client? You already know this; but I’ll remind you anyway. It costs 5 times as much to gain a new client as it does to keep an old one! $10,000...
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Financial Advisor Marketing Tips

stop the marketing drivel

Last week, we trained advisors from across North America on how to get paid by charities. Since 1995, over 40 leading charities have paid me to educate their donors. Why would a charity pay me? Not because I sold...
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Financial Advisor Marketing Tips

this made all the difference in my credibility

Coaches have made all the difference in my business. Jay Abraham helped me understand the power of positioning. Jay has been featured in USA Today, New York Times, Los Angeles Times, Washington Post, San Francisco Chronicle, OTC Stock Journal,...
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