Tag Archives: marketing

Excellent Whitepaper to set yourself apart from your competition

One of the top concerns for people age 55+ is health care in general… and long-term care specifically.  I’ve created a whitepaper called, “10 Secrets Your Long-Term Care Salesperson Won’t Tell You.” You may use it for both prospecting and … Continue reading

Posted in General, Lead Generation, Marketing Tips | Tagged , , , , , , , , | Leave a comment

How to make sure your Whitepaper is powerful

Whitepaper expert, Gordon Graham, identified the following criteria to make your whitepaper as effective as possible: It cannot be one-size-fits-all.  You must identify a single need or specific target, market and address that one need or market. Do NOT put … Continue reading

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged , , , , , , , | Leave a comment

The Fastest Way to Bring in a Ton of Business

I brought in over $2 million, in 2 months, with this technique.  Drum roll please… I offered my assistant 50% of the commission for any new clients they brought into the practice.  She brought in her parents, a teacher friend … Continue reading

Posted in General, Lead Generation, Marketing Tips | Tagged , , , , , , , , | Leave a comment

What’s Up Doc? (Here’s how to get in front of physicians)

If you have a few doctors as clients… and you are looking to bring on more, here’s a program that will help you do it!  Courtesy of 5Q Group. Physician-Professional Marketing Program

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged , , , , , , , , | Leave a comment

Interested in Getting Lucky?

There has been a lot of research done on LUCK.  According to research by the world’s foremost expert on luck (Richard Wiseman)—If you implement these Things… people become an average of 40% luckier! Prepare your mind—Chance favors the prepared mind.  … Continue reading

Posted in General, Lead Generation, Marketing Tips | Tagged , , , , , , | Leave a comment

Is Your Marketing Focused on One of These Issues?

In order to get a response from your target market, you have to: First, understand their concerns… what keeps them up at night Make that concern an emotional need And, give them a simple solution If you focus on the … Continue reading

Posted in General, Lead Generation, Marketing Tips | Tagged , , , , , , , , | Leave a comment

Your Best Prospect is Your Competitor’s client

Your competitor’s best client HAS money… and LIKES advisors.  They’re perfect prospect.  How do you get them to leave their current advisor and move to you?  Use the #1 reason people leave their current advisor… against them.   Read how in … Continue reading

Posted in General, Marketing Tips | Tagged , , , , , , , , | Leave a comment

Do This Be…”CAUSE!”

What is your “Cause?” Do you know how much money it’s worth for a company to align itself with breast cancer awareness?  Billions.  And it works for more than just breast cancer awareness.  Aligning your company with a cause has … Continue reading

Posted in General, Marketing Tips | Tagged , , , , , , , , | Leave a comment

Want Referrals? Put These 20 Things on Your Calendar in 2017

Clients don’t refer to you because you have great products or you got them a good rate of return… they refer to you because they love you!  Put these 20 “to-dos” on your calendar to show your clients that you … Continue reading

Posted in General, Lead Generation, Marketing Tips | Tagged , , , , , , , , | Leave a comment

What Does the Name of Your Business Say About You?

What I’m about to say may upset some advisors… but hear me out before you judge. What is the name of your business?  Does it have retirement… wealth management… financial advisor… or something similar in it?  If it does… what … Continue reading

Posted in General, Lead Generation, Marketing Tips | Tagged , , , , , , , , | Leave a comment