Tag Archives: 5Q

Here’s what gets you business: Knowing things other advisors don’t know Providing solutions other advisors don’t provide Coming up with ideas that other advisors could never come up with Being the only advisor that can put the client in a … Continue reading →

Looking to close more clients with assets of $500,000 to $7 million?  If so, you must read this paper that shows you why traditional marketing does not work on this demographic…  but more importantly shows you what does!  The best … Continue reading →

The Holy Grail of referrals is the CPA referral.  I used this letter to bring in 5 or 6 CPA referrals a year.  Now you might think 5 or 6 new clients isn’t much but guess what kind of clients … Continue reading →

What should you do when the cover on Time Magazine says, “Buy Now!  The Market is Going Up!” Run for the exits, right? Here is a recent headline: USA Today –  Business section headline, “With Stocks This Hot, Why Worry?” … Continue reading →

This is an amazing study.  I think we all know the importance of being confident but read this study: A company set up “secret” dummy offices, manned by company personnel. The company then had new salespeople go out on 5 … Continue reading →

Sometimes it’s hard to get a client to really understand our point… that’s why the table below is so powerful.  If you specialize in either income planning or annuity sales this table helps people understand the importance of working with … Continue reading →

Summer is an excellent time to do a combination Client Thank You and Referral Event.  Two of my favorites through the years have been the Bar-B-Q or the Luau!  They are really inexpensive to do even for large groups and … Continue reading →

Have you ever showed a client how to save thousands in taxes… lower the fees that they pay by thousands of dollars… increase their return by thousands of dollars… and yet they still won’t move to you? It’s crazy right?  … Continue reading →

Here are 6 psychological research studies that are bound to put more money in your pocket… even though they may be counter-intuitive and most of us have been doing them backwards! Gregory Ciotti of SparringMind put together the research synopsis … Continue reading →

A study of 2,000 recent retirees featured on Journal of Financial Planning’s website reveals a few tidbits you can use to close a lot more business in a hurry… if you pay attention.  And pay attention you should with over … Continue reading →