Category Archives: Lead Generation

Your Marketing is Going to Suffer if You Are Touting Investments or Rates of Return!

Wondering how to get people to come see you… and more importantly to move their money to you?  This 49-minute video walks you through the science of what works to do both!  (Hint: Fast forward about 4-minutes into it.) Here’s … Continue reading

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5 Tips on How to Make a Sale… even if they won’t answer the phone!

In today’s world of cell phones and caller ID… it’s getting harder and harder to get people to pick up the phone or return your calls.  So what do you do? While your voicemail will not sell a product, neither … Continue reading

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Gut Reaction… key to getting appointments!

Go to a bakery and have them use their new technology to put your Logo or Unique Selling Proposition on a cookie! You can use this idea to get more appointments to actually show up. You simply mail them the … Continue reading

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5 Points to Success… How many are you doing?

I mentor around 10 advisors a day and I find one of the biggest hurdles they have to overcome is recognizing the difference between… ACTIVITY    vs.    PRODUCTIVITY Most of the advisors I talk to are hardworking and really put a … Continue reading

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Awesome Summer Activity!

This is a great way to get in front of people this summer!  Watch this Coaching Call walking you through… A fun and effective way to bring in new clients during summer How to collect 50 phenomenal testimonials in 2 … Continue reading

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Use This Trick Athletes Use… to Bring on New Clients Cheaply and Easily

You can easily use the same technique baseball players, tennis players and virtually every athlete uses… to close 15 to 20 new cases in the next 6 months… at an impossibly low cost. To find out how, download your copy … Continue reading

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Are You Barking Up The Right Tree?

People love their dogs.  I mean they really, really, really love their dogs.  If you are a dog lover as well… and you want to get in front of ton of new people, consider leveraging that love. Put together a … Continue reading

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Caution: To clarify… this is not the same recycled BS that every Guru brings up on the topic of referrals.

How would you like to bring in 50 high quality referrals a year?  The Royal-Loyal system does just that.  It requires some work… but very little money… to get you in front of the best possible prospects… your clients’ referrals.  … Continue reading

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Get Your Dentist to Refer a Bunch of People to You!

I know an advisor that created a phenomenal referral network.  As with anything worth doing… it took some elbow grease, but it was well worth it! He sat down and put together a list of 10 professionals in his small … Continue reading

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This Prospect Will Make You a Ton in 2015 (Hint: They are all around you!)

Crappy prospects… plate lickers and tire kickers… people with plenty of money but they love their advisors… Do-it-Yourselfers… I LOVE THESE PEOPLE! The day you learn the trick to turning these crappy prospects into your clients… with all of their … Continue reading

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