Tag Archives: marketing

The Halo Effect

Your place of worship has many people that could benefit from your expertise… however, if you are like me, you feel uncomfortable approaching people in this environment.  This is a place of worship, not a business, right?  These are people … Continue reading

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Going EXPO-nential

Advisors are always approaching me for ideas on how to leverage a booth at an Expo or trade fair.  What if you had every other company at the event promoting you! 1) Get a list of all the other companies … Continue reading

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How Do You Bring On the Millionaire Next Door?

The Millionaire Next Door is the best possible client.  They have money and… they are decent, appreciative, nice people.  How do you find them?  How do you get them to move their money to you? HINT:  It’s NOT trying to … Continue reading

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Want to Get All the Big Wigs in Town to Listen to What You Have to Say?

Landing just one big fish in town can change your business forever.  You are not only bringing on a big client… but you now have an in with their friends and business network.  How do you do this without being … Continue reading

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A Strong Finish Can Win the Client Acquisition Race

You spent a lot of money to get that prospect in front of you… and then they don’t buy.  What do you do?  Throw the lead in the garbage?  Here’s a great way to get that prospect back into the … Continue reading

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The END of Tax Season… Guess who can see you now?

We all would love to have accountants refer their clients to us… but they rarely do.  How can you change that? First, understand why accountants don’t refer… they are protective of their clients and they mistakenly believe that doing NOTHING… … Continue reading

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Elephant Hunting… Find the Big Ones

Where do you hunt elephants?  Where they congregate (but please don’t hunt elephants… what did they ever do to you)? Where do you hunt the affluent and COI’s?  Where they congregate (again, please do not hunt these people.  They need … Continue reading

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Lights, Camera, Action! The “New” Way to Communicate With Prospects

If you need information or need to know how to do something… where do you go?  If you are like most people, you go to the internet and search for it.  What are the top two search engines?  You probably … Continue reading

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Does Your Website Have These 10 “Must Haves”?

Your website is the first place a potential client is going to go to check you out.  What are they going to find? Go to your own website right now!  And make sure you are doing these 10 things well: … Continue reading

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Free Advertising? Heck Yeah!

What thank-you trinkets do you give your clients when they come onboard?  One that you absolutely should be giving is a cloth, designer shopping bag to bring their new materials home.  And what should be printed predominantly on the outside … Continue reading

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