Tag Archives: Group

By the time someone has reached retirement they have made a million decisions.  They have a lot of experience.  Weirdly, this doesn’t make them better decision makers… it makes them worse.  Why?  Because they start making more decisions with their … Continue reading →

We are in the communication business.  If we do not communicate well, our success will suffer, regardless of our skills and expertise in wealth management. As advisors, we all must have one-on-one conversations with people.  Depending on your practice and … Continue reading →

As advisors, we sell the intangible.  Much of the sales training out there is for sales people that sell the tangible, and that training is not transferrable to the intangible sales process. Mike Schultz and John Doerr have written a … Continue reading →

Merrill Lynch conducted a large study of Baby Boomers and found they consisted of five distinct segments: Empowered Trailblazers—people that believe they have the world by the tail, and they have an almost god-like power to make things happen. Wealth … Continue reading →

Tie into the #1 concern of Affluent Boomers—their health.  Create marketing around the bundling of their physical and financial health.  For example, you could put together a health care kit that you give people when they allow you to check … Continue reading →

The average American is exposed to between 3,000 and 7,000 marketing messages a day.  But how many of these do they actually notice.  We have all gotten really good at almost instantaneously determining whether something deserves our attention. We glance… … Continue reading →

After a challenging 2020, it is essential that you come out of the gates in 2021 fast.  You have a month to get your business and marketing retooled to make that happen.  So, what adjustments are you making? The most … Continue reading →

Another type of list people love… and can even get you some free press… is statistics.  Create a short list of statistics… and more importantly, how the service you provide to your clients can help people capitalize on the information … Continue reading →

One of the most effective ways to market is by creating lists. People love lists. That is why you see them promoted so often on Social Media. So, why not create your own top 10 list and… Promote it on … Continue reading →

What is the best way to get your message out to prospects? You might be surprised by the #1 choice of consumers.  Take a look at the research illustrated in the graphic below.  This research was done by Marketing Sherpa, … Continue reading →