Tag Archives: financial advisor

Do This Be…”CAUSE!”

What is your “Cause?” Do you know how much money it’s worth for a company to align itself with breast cancer awareness?  Billions.  And it works for more than just breast cancer awareness.  Aligning your company with a cause has … Continue reading

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Want Referrals? Put These 20 Things on Your Calendar in 2017

Clients don’t refer to you because you have great products or you got them a good rate of return… they refer to you because they love you!  Put these 20 “to-dos” on your calendar to show your clients that you … Continue reading

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What Does the Name of Your Business Say About You?

What I’m about to say may upset some advisors… but hear me out before you judge. What is the name of your business?  Does it have retirement… wealth management… financial advisor… or something similar in it?  If it does… what … Continue reading

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Where should you spend your next marketing dollar?

Your prospects will be hit by over 3,000 advertising messages, from all sorts of media, today.  Which of those will they remember? Half the battle in today’s world is getting your message heard… and if you sound like everyone else… … Continue reading

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What Do You Think?

There is a lot of psychology and research that points to the power of surveys… whether people answer them, or not, doesn’t matter.  Just the fact you are asking for their opinion makes them think better of you. That’s why … Continue reading

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‘Tis the Time of Year to Plan Your Huge 2017!

Is your practice built on the 8 Pillars of a Successful Practice?  If you are not seeing the kind of success you want from your practice… make sure you have incorporated the following 8 principles into your business successfully: Zero … Continue reading

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You Think They are Basic… But Clients WANT THIS INFO!

Just saw the key to growing a huge practice over the next 5 and 10 years… a survey done with consumers interested in retirement. Believe it or not… The survey found that less than 20% of those surveyed were familiar … Continue reading

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Ho! Ho! Ho! Santa has arrived with clients!

How do you turn the Holidays into a fun way to find new business?  Host a Christmas Lights Tour for your clients… their families… and their friends.  It is surprisingly inexpensive and easy. It’s also a great way to turn … Continue reading

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Getting the One You Missed Back into the Office

Ever had a prospect quit returning your calls?  It’s really difficult in today’s world of smart phones, to get hold of a client if they opt out of your sales process and won’t return your calls.  So what do you … Continue reading

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Little is Better than Big!

Bigger isn’t always better.  When it comes to ads in the paper, you are much better off with a small ad… repeated over and over and over.  The cost is the same, but your results will be much better. Here’s … Continue reading

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