Financial Advisor Marketing Tips

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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Financial Advisor Marketing Tips

financial advisor marketing is not black or white

For a long time, I vowed I’d never get an iPhone. Too distracting. Life was already full. When my ancient Motorola Flip phone finally bit the dust, secretly, I snuck to the Apple store to pick one up. Now,...
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Financial Advisor Marketing Tips

here’s why your website isn’t working…

You may be wondering what Gene was wondering, “Is my website worth it?” My answer to his question was, “What were you hoping your website will do for you?” Gene said, “Get new clients, of course.” Here’s my philosophy...
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Financial Advisor Marketing Tips

how to get prospects to recognize you…

During the break at a $10,000 marketing training in New York City, somebody walked up to me and said, “Scott Keffer. That’s you,” as he stuck his phone in my face. He said, “I’ve been getting your AM Tip...
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