Financial Advisor Marketing Tips

Financial Advisor Marketing Tips

marketing to the affluent, who can’t be sold

Beth and I are heading to Blowing Rock, North Carolina for some R&R through Memorial Day. Jan Karon is the #1 New York Times Best-Selling author of the Mitford Series, which Beth just loves. As she was recovering from...
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Financial Advisor Marketing Tips

what a great marketing question

One of my early coaches and mentors helped me understand the power of positioning and posed this question, “Who has already spent time and money to earn credibility with your Right Fit Client?” Who’s already the leader in that...
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Financial Advisor Marketing Tips

financial advisor marketing Shark Tank-style

Well, it’s our 12th Double Your Affluent Clients Boot Camp this week. Hope I’m going to see YOU there. We have over 50% more coming than the November Boot Camp, so it’s SOLD OUT. This is part of my...
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Financial Advisor Marketing Tips

you missed a customer

Anni and I landed Sunday night after the weekend at Frank Kern’s latest marketing event. That’s us learning and growing. Frank is a “legend” in the internet marketing business. I’ll be sharing some of what I learned next week...
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Financial Advisor Marketing Tips

is your advisor prospecting focusing on these?

What do you worry about at 2:00 AM? Middle of the night stuff. Nothing good. Biggest worries. Same for your prospects. Here’s what your prospects are worried about: #1 Running out of money. Not a surprise. An AARP study...
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Financial Advisor Marketing Tips

Jordan Spieth, the Masters and advisor marketing

“Competitive golf is played mainly on a 5 ½ inch course… the space between your ears,” Bobby Jones used to say. Robert Tyre “Bobby” Jones Jr. was probably the greatest amateur golfer ever, dominated the sport in the 1920s....
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Financial Advisor Marketing Tips

building your advisor credibility

A dozen advisors are meeting me in Henderson, Nevada to push their credibility to the next level. Each of them will be interviewed by James Malinchak, featured on ABC TV’s Hit Show, Secret Millionaire, allowing them to take advantage...
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Financial Advisor Marketing Tips

winning the advisor marketing war

We are remodeling and expanding our offices. Everything is being moved. On my wall hangs this reproduction of Seth Godin’s best seller, Purple Cow, redrawn by Hugh MacLeod in his signature hatch-mark style. Seth and Hugh are both distinctive....
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Financial Advisor Marketing Tips

is your advisor marketing camo?

Using old-world, same old, me-too, traditional advisor marketing techniques makes you look exactly like every other advisor trying to get a prospect’s attention. Why? Because there is no difference between how you market and how every other advisor markets....
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Financial Advisor Marketing Tips

advisor marketing “experts” watch out

Financial advisor marketing and practice experts? Mark Twain said, “Whenever you find yourself on the side of the majority, it’s time to pause and reflect.” Derek Sivers, who founded and sold CD Baby for $22 million, agreed when he...
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