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

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

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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