Financial Advisor Marketing Tips

Financial Advisor Marketing Tips

prospects aren’t listening, unless you…

Actually, it’s much worse than that. Prospects are not even paying attention. They’re deaf. They’re numb. They’re overloaded just like you! And yet, advisors continue to pummel the affluent with slick, four-color, glossy brochures and marketing pieces. You need...
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Financial Advisor Marketing Tips

here’s how to know what prospects think about you…

In New York City not long ago, 11-time International Best Selling Author and Marketing Guru, Seth Godin, told us, “Attention is the new scarcity. Attention from those interested and able to buy is worth more now than ever before.”...
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Financial Advisor Marketing Tips

The “new” scarcity…

“In New York City not long ago, 11-time International Best Selling Author and Marketing Guru, Seth Godin, told us, “Attention is the new scarcity. Attention from those interested and able to buy is worth more now than ever before.”...
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Financial Advisor Marketing Tips

I knew they were lying about referrals…

“You can’t grow your business through referrals,” I told 675 financial advisors as a Keynote Speaker in Phoenix last week. Here’s what I mean: you can’t predictably double your income through referrals. There is no way to predictably multiply,...
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Financial Advisor Marketing Tips

this is next for your advisor marketing…

Once you’re clear about the “who” in terms of your Right Fit Client, it’s time to move to the second area of clarity: the “what.” The “what” means: what you want Right Fit Prospects to think about you. Here’s...
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Financial Advisor Marketing Tips

Happy new year and none of these, please…

No resolutions. Please. Just focus… You know the old joke about why Willie Horton robbed banks? Because that’s where the money is! That’s not the real reason to build an affluent-only business! Think about successful people of means; those...
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Financial Advisor Marketing Tips

20 for 20…

The end of the year push seeks to steal the joy from the season and the celebration. Let’s not let it. Call your Top 5 clients and personally wish them a Merry Christmas! Personal contact never goes out of...
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Financial Advisor Marketing Tips

leave this out of your marketing to your own peril…

Last week, I had the privilege of speaking to almost 500 folks in Los Angeles. Flying out with our daughter, Anni, confirmed my suspicion that that American Airlines hates customers more than U.S. Air, which they merged with recently....
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Financial Advisor Marketing Tips

deep fried prospecting truth…

Some people say a deep fried turkey is the best. Beth and I have never tried one, since we are not a fan of deep-frying. Especially with me having reflux, where my stomach flap doesn’t work well to keep...
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Financial Advisor Marketing Tips

oh boy… celebrating with broth

Oh boy… Last year, Beth and I were celebrating Thanksgiving with broth in the hospital. 🙂 This year, after successful colon surgery and recovery, we will be enjoying turkey with Josh and his wife, Andrea, who are coming in...
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