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Category Archives: General
Nothing works better than a deadline to get you a bunch of new clients and new money! (Are you using this deadline?)—
What are you doing to capitalize on the Tax Increase Prevention and Reconciliation Act of 2005 (TIPRA)? You might think that a tax payer in the 15% tax bracket paying 0% is old hat… but many tax payers have forgotten … Continue reading
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WOW! Are You Riding this Marketing Wave?
I’m getting reports from a handful of advisors across the country that they are having fantastic success using Social Security planning as a marketing tool. People are really interested and are chomping at the bit to get into see these … Continue reading
The Gift that Keeps Giving
We are entering the “germ” season and with it all the news stories about the flu and all the other bugs. What better gift to give to your clients and prospects than a personalized hand sanitizer. As you hand it … Continue reading
What one little tool gave this salesman the Guinness Book World record for sales
Joe Girard sold 13,001 cars in 12 years…and all of them to individuals! Not fleet sales. That’s more than 3 cars a day! How did he do it? Lots of different ways (which is a lesson in and of itself) … Continue reading
How to Make a Cold Lead Act Like a Referral
We would all love it if we could get all of our clients through referrals. They are so much easier to make into a client, aren’t they? Unfortunately, it’s extremely difficult to create a highly successful practice based solely on … Continue reading
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Top 10 Lead Generation Mistakes Financial Professionals Make
Making it about you. People don’t care about your logo…name…or accomplishments…They care about themselves and their own problems. So, what do you think should be prominently placed on all of your marketing? Your Logo? Or how you are going to … Continue reading
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Doctor Who
Many advisors are looking to build a practice of high-income professionals. How do you do that? If you would like a step-by-step guide on a successful Physician (high-income) marketing program, simply email support@5QGroup with the subject line “Physician and Professional … Continue reading
Spice it up!
When you understand how and why people buy… your job goes from the hardest, low-paying job in the world… to the easiest, high-paying job in the world. When you understand what gets people to buy, your marketing and selling becomes … Continue reading
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What is Marketing Supposed to Do, Anyways?
I personally made $967,000/yr. income… in a territory with only 12,000 target market households… by selling to… Crappy Prospects! All marketing creates crappy prospects… if financial product companies could come up with marketing that pre-sold people, they would cut us … Continue reading
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Using the Pay-it-Forward concept
You can land huge clients with $0 marketing costs. This 20 minute video walks you through how to do it. If the link does not work by clicking the image above, copy and paste this link into your web browser: … Continue reading
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