What Gets Measured Gets Done
What gets measured gets done. Measuring things are a great way to keep track of your processes and analyze what’s going […]
“Alarm Clock Army”
I’ve had in-depth conversations with approximately 15 business owners from different industries during the past week. Some are grossing $50,000 to[…]
Social Media Marketing for Financial Advisors
The job of a financial advisor can be both exciting and rewarding. This is a career that lets you take your[…]
Is Money Laying Around In Your Business?
“That guy found tons of money laying around in my business that I didn’t know was there.” I had a conversation[…]
Standout from the Crowd; Be a Member of a Subculture
Be a Member of a Subculture and Standout from the Crowd. What most of us seem to try to do is[…]
Don’t Be Boring.
Don’t be boring. Put your personality into everything you do… Standout from the crowd, expanded. Back to Earl Nightingale: If you[…]
Frighten or Titillate
Frighten or Titillate, whatever you do, don’t be boring Ok, so Game Stop stock is going crazy. AMC Theaters. Apple –[…]
A Rant on Client Communication
A Rant on Client Communication, Client Retention, and a Foundational Requirement to Generate Referrals. A friend and mentor that I’ve worked[…]
Can Financial Advisors Use Testimonials?
It’s my biggest criticism about many Financial Advisors that I talk with, an inability to “empty their cup” and look at[…]
Systems to Accelerate Referrals
What “Systems” are you using to accelerate your referrals? It’s always interesting when talking with advisors. There’s a huge number with[…]
Nurture, Educate, and Entertain your Prospects and Clients
Nurture, Educate, and Entertain your Prospects and Clients CONTINUALLY – Forever. Gee, it seems like I keep having this conversation with[…]
Attracting Prospective Clients: Direct Mail Marketing for Financial Advisors
Did you know 56% of consumers consider direct mail to be more trustworthy than emails? Or that 70% find it more[…]
Advertising Doesn’t Work for Financial Advisors?
Advertising Doesn’t Work for Financial Advisors? No, it works GREAT if you do it right. I’ve had several conversations with Advisors[…]
How to Become a Trusted Financial Advisor Resource for Local Media
Becoming a financial advisor resource for local media comes with a whole range of benefits. For one, it acts as free[…]
How Do Financial Advisors Know What Marketing Trends Work Best?
If you’re doing business in person only and not marketing online you’re missing a large audience. Did you know that 1.8 billion[…]