Tag Archives: financial marketing

Let Them Touch It!

You are the most talented salesperson on earth. You sell the intangible. Every other salesperson has the advantage that people can see and touch what they are buying… homes… cars… copiers… televisions… You sell air… concepts… ideas… promises. That is … Continue reading

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WOW! How an Advisor used these simple things to get 2% Better each week to more than triple his income in a year…

This 56-minute, tell all, video walks you through the surprisingly simple… and absolutely free… things an advisor did to go from making just $50,000 a year… to less than 3 years later making over $1 million a year. Watch “What … Continue reading

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A Little Work Once a Month… and a few hundred dollars leads to 25 huge referrals

A Florida advisor knew he could help an accountant, who specialized in small business taxes, save his clients taxes.  He was rebuffed every time he approached the accountant… so he decided to put the approach on automatic.  He began to … Continue reading

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How are you intercepting all the money in movement every day?

$1.23 TRILLION dollars changes hands every day.  You wouldn’t have to intercept much of that to see a huge difference in your bottom line.  Where is the money going?  401(k) rollovers… divorce settlements… business sales… savings… investing… and the list … Continue reading

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3 Simple Marketing Tactics to Capture the Untouchables… (The 87% of Retirees that DON’T Respond to Marketing)

How do you get the “Untouchables” in your office… the 87% of people that do not respond to any type of marketing?  This is one white paper that every advisor should read. It gives you 3 simple ways to do … Continue reading

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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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Do it be-CAUSE it will make you both money… and feel better!

A recent study showed that decision-makers are much more likely to work with someone if that company, or professional, actively supports a cause or non-profit entity.   It is a simple measurement of… “Do they care about something other than their … Continue reading

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5 Key Marketing Strategies

Follow one case-study that utilizes all 5 Key Strategies for pennies… and brings in over $1.5 million in new money over 6 weeks. You can see how they did it in this short case study called, “What If Everything You’ve … Continue reading

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