I’ve talked with a number of Financial Advisors who could best be described as “marketing junkies.” They’ve read all of the stuff, attended seminars, and in many cases are doing a bunch of stuff. Now those various activities each may be useful stuff…may be going in the right direction. And they may create a long marketing “to […]
Yesterday I talked about “call to action” in all of your marketing. Unfortunately way too many advisors think a call to action is call us to set an appointment when you’re ready. What you must have is something that’s often referred to as a “lead magnet” in online marketing. A reason to respond right now. A “Low[…]
We just did a video that you may enjoy about effective lead follow-up along with effective new client sales process. If you’ve missed it, you can find it on our YouTube channel (click here), or at the end of this post. It seems that even the word “Sales” is a dirty word for many for some strange[…]