Tag Archives: Leads

How would you like to get in front of the best 9 referrals you’ve ever received in the next month and a half?  It’s cheap… it’s easy… and it’s a no-brainer.  Your clients love you right?  But they don’t refer … Continue reading →

According to a survey of US investors last month over 2/3’s of them do not realize their bonds (and more importantly bond funds) will be negatively affected by increasing interest rates. This is a HUGE opportunity for you! Did you … Continue reading →

A picture paints a thousand words…  we’ve all heard that before.  Well it’s true.  People can grasp a picture much more quickly and emotionally than a word.  Think of your reaction to the printed word…  sun – as compared to … Continue reading →

Here’s what gets you business: Knowing things other advisors don’t know Providing solutions other advisors don’t provide Coming up with ideas that other advisors could never come up with Being the only advisor that can put the client in a … Continue reading →

Looking to close more clients with assets of $500,000 to $7 million?  If so, you must read this paper that shows you why traditional marketing does not work on this demographic…  but more importantly shows you what does!  The best … Continue reading →

The Holy Grail of referrals is the CPA referral.  I used this letter to bring in 5 or 6 CPA referrals a year.  Now you might think 5 or 6 new clients isn’t much but guess what kind of clients … Continue reading →

What should you do when the cover on Time Magazine says, “Buy Now!  The Market is Going Up!” Run for the exits, right? Here is a recent headline: USA Today –  Business section headline, “With Stocks This Hot, Why Worry?” … Continue reading →

This is an amazing study.  I think we all know the importance of being confident but read this study: A company set up “secret” dummy offices, manned by company personnel. The company then had new salespeople go out on 5 … Continue reading →

Sometimes it’s hard to get a client to really understand our point… that’s why the table below is so powerful.  If you specialize in either income planning or annuity sales this table helps people understand the importance of working with … Continue reading →

Summer is an excellent time to do a combination Client Thank You and Referral Event.  Two of my favorites through the years have been the Bar-B-Q or the Luau!  They are really inexpensive to do even for large groups and … Continue reading →