Financial Advisor Marketing Tips

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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Financial Advisor Marketing Tips

is this stealing your personal freedom?

As you read this, Beth, Anni and I will be catching rays for the next two weeks on the beach in Long Beach Island, New Jersey. Nice waves. Not giant but great for body surfing, unless they are breaking...
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Financial Advisor Marketing Tips

the odds were stacked against them…

Congrats to the city of Nashville and the Nashville Predators for a great Stanley Cup final. And, congrats to our Pittsburgh Penguins for back-to-back Stanley Cup victories… the first back-to-back in almost twenty years. The odds were stacked against...
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Financial Advisor Marketing Tips

the $10 million-dollar biz secret…

Last week, I got to spend some really good learning time with marketing and biz guru, Russell Brunson (that’s Russel on the left). He runs a multi-8-figure business. He shared the secret to growing a million-dollar business to $10...
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