Tag Archives: financial advisor

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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18 Page “How-To” Marketing Manual Shows How to Use the Science of NeuroMarketing to Get People to Buy From You

Neuromarketing is a new field of marketing research that studies consumer’s cognitive interaction and their response to marketing stimuli. This 18 page marketing manual walks you through how to implement it in your practice. This manual is free to you, … Continue reading

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The Eyes have It!

I conducted an advanced training with a group of 15 of my top advisors. They all had incomes of between $300,000 to $700,000… so they were certainly no slouches. One of the exercises we did was to videotape them conducting … Continue reading

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You Scratch My Back… I’ll Scratch Yours

How many dentists are there in town? How many jewelers? How many plumbers? Landscapers? Dry Cleaners? Lots. You can do business with whoever you want, can’t you? How many of those people have you asked to return the business you … Continue reading

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Want to Write A Lot More Business Next week… than you did this week? Do these 2 simple things.

For years Selling, Telling, Preaching and Teaching has helped salespeople make a living.  And if you want to just “make a living” I guess you can continue to run your meetings that way.  However, if you are ready to really … 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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This is the one thing that will make your website work (as well as your brochures)!

The advisors I coach often send me their marketing material and websites.  They all look professional. You know… professional headshot photo… a bio that touts their commitment to honesty and integrity… their education, certifications and credentials. That’s all terrific except… … Continue reading

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Eavesdrop on a Seminar that got 100% Appointments

Advisors that lament about seminars being dead are a bit misinformed.  Listen to an actual seminar that was done in November that closed 100% appointments.  EVERY attendee actually stepped up and made an appointment right there on the spot.  If … Continue reading

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Quit Schmoozing and Start Networking

If it works… networking is a great use of your time… again, if it works.  So let’s talk about a few things that can make it work: Don’t just go to “networking events”  go to all the other places people … Continue reading

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