Tag Archives: Marketing Organizations

Looking for a great appointment getting idea?  Try this with your warm list.  Begin your letter speaking about the need for a second opinion.  Here’s some different ways you could do that: Mary, you might be doing just fine but… … Continue reading →

Which would you rather have?  A lead or a referral?  Duh, a referral.  But of course, leads are much easier to get.  So, what if you could make a lead feel like a referral?  Would that be good?  Of course.  … Continue reading →

Financial Services are intangible, they are abstract.  People can’t touch, smell or taste them.  This makes it very difficult to clearly demonstrate why your services are needed or are good.  Difficulty in clearly demonstrating your service can lead to the … Continue reading →

Research by the Boomer Project has found people in their 50’s, 60’s and older are more likely to process ideas, advertising and communication from companies that make “conditional” claims… claims that include words and phrases like… “if”… “when”… “for people … Continue reading →

An elevator pitch is a brief (think 30 seconds!) way of introducing yourself, getting across a key point or two, and making a connection with someone.  The best elevator speech is a Killer Unique Selling Proposition. This 36-min video walks you through … Continue reading →

In the research report Evaluating the Cost of Sales Calls, over 90% of buyers stated they wanted more value and less selling… they want the people selling to them to be resources for ways to make their lives better.  Unfortunately, … Continue reading →

Ken Dychtwald of Agewave, who many believe to be the world’s foremost expert on Boomer Retirees says Boomers have four traits: idealism, anti-authoritarianism, eagerness to embrace change and self-improvement.  How many of these are you leveraging in your practice and … Continue reading →

How can you effectively market with no or little marketing cost?  Find out how in this 43-minute video.  You’ll learn how to leverage your professional strengths into new clients with virtually no capital outlay. Better yet, you’ll get the greatest … Continue reading →

Lead generation will do 3 things for you Generate short-term leads Generate long-term leads Create brand recognition That said, lead generation should provide measurable ROI over a measurable period of time. Research has shown that of financial leads, about 25% … Continue reading →

If you have ever received sales training, you will be familiar with the classic formula to overcome objections: Listen and hear them out (this is a great thing to do!) Put in a softening statement—feel, felt, found.  I understand how … Continue reading →