Tag Archives: Lead Generation

Learn from the World’s Greatest Salesperson (According to the Guinness Book of World Records)

According to the Guinness Book of World records, as audited by Deloitte & Touché… that person is Joe Girard. Joe sold 13,001 cars in 15 years—and I’m talking 13,001 cars, belly-to-belly…face-to-face…NO fleet sales.  When adjusted for inflation, Joe was making … Continue reading

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8 Reasons Why People Will Hire You as Their Financial Advisor

In our business it is easy to be viewed as a commodity.  We all sell, promise and offer pretty much the same as our competitors…at least that’s the case if you ask the general public.  So, I think it is … Continue reading

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How are You Leveraging This Free Audience of 1.8 Billion?

1.85 billion people log into Facebook every day AND that is a 16% increase from last year!  How are you leveraging this fact? Do you have a Business Facebook page?  If you do, how much thought have you put into … Continue reading

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What is the One Characteristic that Most Billionaires Have?

Just Google “Billionaire failure”… you will find resource after resource detailing how billionaires failed before succeeding.  Now, here’s the important part… when they failed, they tried again, but in a very specific way.  They tried to do the EXACT same … Continue reading

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How to Leverage Your Expertise to Find New Clients

How do you effectively let people know that you are an expert?  How do you let them know how you can help them?  People will just assume you are like all the other advisors out there unless you can demonstrate … Continue reading

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Grab Their Emotions

A Stanford University Study found scientific evidence that emotionally compelling messages work better than just presenting straight facts.  Yes, we all know people buy on emotion vs. facts… but when I look at advisor’s advertising… guess what it is full … Continue reading

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Find Money for People and You’ve Got a New Client

Leading advisors find creative solutions to their clients (prospects) problems.  They create plausible avenues of escape from financial shortcomings.  Very successful advisory firms have been built around this concept. How can you do this?  One idea is to develop strategies … Continue reading

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You Gotta See the Big Picture

Movie theaters are big.  Movie theaters are empty.  Movie theaters are hungry.  And your clients are longing for something to do.  Yes!  I know we are having a Pandemic, but theaters are big, and it is easy to social distance. … Continue reading

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Be Music to Their Ears

Want your marketing message to resonate with retirees?  There is a simple way to reel them in, almost immediately.  They respond to inspiring images and words, communicated simply. Can you finish these phrases? With a little help from my ________ … Continue reading

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Give Yourself the Gift of More Business

Several years back a good friend of mine, Tom, gave me the book Gift-ology.  I respect Tom’s opinion because in the 35 years I’ve been in the Financial Services business, I have yet to find someone that does better follow-up … Continue reading

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