Tag Archives: Marketing Organizations

Ask every single one of your clients what charities they support… especially what Local charities they support.  Are there any charities that seem to pop up often?  There most likely is.  Get to know those particular charities, because they attract … Continue reading →

What do you do when events have made it more difficult to get in front of new people?  Regardless of what is happening in the economy, society, or the market… there is always a reliable way to create new income… … Continue reading →

Here’s how you can both look like a hero and get to know your client’s best friends. People are trapped in their houses now and miss seeing their friends regularly.  Why not host a virtual birthday lunch for your best … Continue reading →

Do you care about your community?  I know you do, and many advisors do A LOT of volunteer work.  If you are, don’t hide it!  Make sure your client base, prospects and the community know what you are doing to … Continue reading →

How are you keeping your clients happy… engaged… and open to talking about you (and what you do) with all their friends and relatives?  Why not invite them to a fun and quick get together where you’ll pose some questions, … Continue reading →

Ever wonder why… even though you are smarter than your competition… they still make more money than you?  They aren’t more knowledgeable about investing… they know more about selling.  Find what they do differently in this sales training video (starting … Continue reading →

Who do we want as clients?  Centers of Influence… Movers and Shakers… Thought Leaders… Why?  Because they can become a never-ending source of referrals for us! But these people are besieged with people trying to cozy up to them.  How … Continue reading →

You must commit to a marketing plan.  If you go half-hearted… your results will be half-hearted. You must understand that marketing is NOT A COST!  It is an investment. You must be consistent with your marketing.  Stopping and starting your … Continue reading →

If you use the tremendous amount of new research done in the last 5 years… you are going to close many more cases… and faster too.  This video walks you through the most important points from Daniel Pink’s book “To … Continue reading →

So, you’ve got a bunch of people on your warm list… but how do you effectively reach out to them, to get them back in your office? Use psychology of course!  Most people suffer from recency bias… that means they … Continue reading →