Category Archives: General

Most advisors do reviews with your clients, which is a good thing for your clients!  But too few advisors use the annual review to leverage new business and income.  In the previous post, I illustrated one tool successful advisors can … Continue reading →

More money… No marketing costs… and can be implemented immediately.  Sounds like the perfect marketing program.  If used correctly, it is.  It has been used by hundreds of advisors over the last 10-year period to jump start their businesses or … Continue reading →

Single, never married Boomers make up a surprising 13% of all Boomers Divorced and separated makes up 16% Widowed Boomers make up another 3% Add those together and you get 32%.  What are you doing with your marketing and sales … Continue reading →

Looking for a great appointment getting idea?  Try this with your warm list.  Begin your letter speaking about the need for a second opinion.  Here’s some different ways you could do that: Mary, you might be doing just fine but… … Continue reading →

Which would you rather have?  A lead or a referral?  Duh, a referral.  But of course, leads are much easier to get.  So, what if you could make a lead feel like a referral?  Would that be good?  Of course.  … Continue reading →

Financial Services are intangible, they are abstract.  People can’t touch, smell or taste them.  This makes it very difficult to clearly demonstrate why your services are needed or are good.  Difficulty in clearly demonstrating your service can lead to the … Continue reading →

Research by the Boomer Project has found people in their 50’s, 60’s and older are more likely to process ideas, advertising and communication from companies that make “conditional” claims… claims that include words and phrases like… “if”… “when”… “for people … Continue reading →

An elevator pitch is a brief (think 30 seconds!) way of introducing yourself, getting across a key point or two, and making a connection with someone.  The best elevator speech is a Killer Unique Selling Proposition. This 36-min video walks you through … Continue reading →

In the research report Evaluating the Cost of Sales Calls, over 90% of buyers stated they wanted more value and less selling… they want the people selling to them to be resources for ways to make their lives better.  Unfortunately, … Continue reading →

Ken Dychtwald of Agewave, who many believe to be the world’s foremost expert on Boomer Retirees says Boomers have four traits: idealism, anti-authoritarianism, eagerness to embrace change and self-improvement.  How many of these are you leveraging in your practice and … Continue reading →