Financial Advisor Marketing Tips

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...
0Shares
Comments 0

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,...
0Shares
Comments 0

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...
0Shares
Comments 0

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...
0Shares
Comments 0

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.”...
0Shares
Comments 0

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.”...
0Shares
Comments 0

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,...
0Shares
Comments 0

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...
0Shares
Comments 0

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....
0Shares
Comments 0

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...
0Shares
Comments 0