Category Archives: General

How can you effectively market with no or little marketing cost?  Find out how in this 43-minute video.  You’ll learn how to leverage your professional strengths into new clients with virtually no capital outlay. Better yet, you’ll get the greatest … Continue reading →

Lead generation will do 3 things for you Generate short-term leads Generate long-term leads Create brand recognition That said, lead generation should provide measurable ROI over a measurable period of time. Research has shown that of financial leads, about 25% … Continue reading →

If you have ever received sales training, you will be familiar with the classic formula to overcome objections: Listen and hear them out (this is a great thing to do!) Put in a softening statement—feel, felt, found.  I understand how … Continue reading →

How do you, me and other people process information?  50% process based on what we see… 38% primarily on what we feel… and just 7% on what we hear.  So, how do you capitalize on this? You want to use … Continue reading →

By the time someone has reached their early 50’s, they have had to make nearly 8 billion… billion with a B… decisions.  Up to this point, many of those decisions were well thought out.  However, after making so many decisions, … Continue reading →

Research by the Boomer Project has shown that retirees (Boomers) have 6 dominant traits: Entitlement Personal Gratification Work ethic Control Optimism Won’t accept the status quo Are you leveraging these traits in your marketing and business? You can tap into … Continue reading →

You want more referrals?  You must WOW your clients.  Just keeping them satisfied may keep them as clients, but it isn’t going to get them to refer to you.  You must give them something to brag about.  Something that your … Continue reading →

If I Googled you and your business, would I see Google reviews?  If so, how many… how old… how many stars?  In today’s world, reviews matter.  How much time and effort are you putting toward your reviews and image? Would … Continue reading →

Are people skeptical?  Do they ever trust us right out of the gate?  No. We are in a Catch 22.  They won’t work us until we can show that we care… but we can’t show that we care until they … Continue reading →

What is that thing that retirees love?  Their grandkids!  And on average they spend $2,500 a year on them!  They buy toys… take them on vacation… help with tuition.  And remember, that $2,500 is on average.  That means the affluent … Continue reading →