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FebIt’s my biggest criticism about many Financial Advisors that I talk with, an inability to “empty their cup” and look at their business with fresh eyes, especially in light of new SEC rules and the ability to use testimonials. I was spending my weekly “wondering around” time in Barnes and Noble (sadly didn’t have time to head […]
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FebWhat “Systems” are you using to accelerate your referrals? It’s always interesting when talking with advisors. There’s a huge number with frankly limited interest in nor much going on when it comes to marketing their practice. There’s not much to say about that category other than a quick reminder of a Dan Kennedy quote: “Once someone goes[…]
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FebNurture, Educate, and Entertain your Prospects and Clients CONTINUALLY – Forever. Gee, it seems like I keep having this conversation with otherwise really sharp people…. I keep repeating that Ogilvy Quote about a “moving parade of humanity.” What on earth am I talking about? Well, regardless of whether we are talking about “prospects,” people who have attended[…]
