Financial Advisor Marketing Tips

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

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

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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Financial Advisor Marketing Tips

most often neglected marketing tool…

Last Wednesday, Thursday and Friday, almost 100 growth-minded advisors gathered in Pittsburgh for our 11th Double Your Affluent Clients® Boot Camp. WOW… it was a great experience! They discovered the 7 X-factors that we uncovered as common to a...
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Financial Advisor Marketing Tips

will this limit your business?

It was called the One Card System when I started in the insurance business in 1980. Get 100 clients year. Sell them whatever. The problem was, the so-called “experts” said I should make everyone my client. After 10 years,...
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Financial Advisor Marketing Tips

flashback… and time to stop

When I began the process of thinking about who I wanted to work with, I had a flashback about my first days in the business… and clarity about who I didn’t want to work with. When first building my...
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Financial Advisor Marketing Tips

the TRUTH is exactly the opposite…

When I first got into financial services in 1980 (wow, that’s a long time ago), the message was to sell something to anyone who would buy. And, I guess, when you’re starting out, that makes some sense. The problem...
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Financial Advisor Marketing Tips

Financial Advisor Marketing update:

Check out this post on Bob Ritter’s Blog, CEO of InsMark http://www.robert-b-ritter-jr.com/2015/10/05/blog-116-marketing-break-through-how-to-have-qualified-prospects-contact-you/
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