Financial Advisor Marketing Tips

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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Financial Advisor Marketing Tips

you must be crystal clear about 3 things…

There is one thing we are crystal clear about in Pittsburgh. If your kicker can’t kick field goals, you can’t win games. Argh! There are three things YOU must be crystal clear about to succeed with the affluent.  Before the...
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Financial Advisor Marketing Tips

top 10 advisor seminar mistakes…

You ever been to Key West? I haven’t, so Beth and I are getting some R&R there this week. Make sure you take time to re-charge! This past week, advisors from across the U.S. spent three days in Pittsburgh...
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Financial Advisor Marketing Tips

you need these 3 for more affluent clients…

Just three things… Three things you must be crystal clear about to succeed with attracting more affluent clients. Before the three, though, may I ask you a question: do you really want to succeed with the affluent? Really? Are...
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Advisor Marketing Sytems

Financial Advisor Marketing Tips

The #1 thing to systematize…

Davis Love III. Champion at 51. Love it! The old guy beat the younger guys. What the secret to winning in golf? Systematized swing (which I don’t have). Same in our business. My dad was in the steel business...
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