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 READ MORE
Advisor Marketing
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 READ MORE
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 READ MORE
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 READ MORE
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 READ MORE
stop the marketing drivel
Last week, we trained advisors from across North America on how to get paid by charities. Since 1995, over 40 leading charities have paid me to educate their donors. Why would a charity pay me? Not READ MORE