Category Archives: Business

Help Prospects Better Understand Fees by Tying Them to Your Value

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When we talk about the problems associated with an advisor’s fees, it isn’t that they are too high, too low, or inappropriately structured. Rather it is that advisors typically fail to communicate effectively with their prospects what those fees are actually doing for the client. In other words, what is the value of the service being paid for? 

Essentially, the fee discussion isn’t about one of the actual fee structures in place,

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Make Some Noise! It’s Time to Become a Fan-Worthy Advisor.

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Where do a financial advisor’s best leads and clients come from? It’s no secret. It’s likely every financial advisor will agree that the answer is undoubtedly… referrals. Referrals are potential clients that have been introduced to you by advocates—or fans!

What’s great about referrals is that they tend to move through the sales process much faster than non-referral leads. That’s because the sales process has been initiated by someone the lead already trusts.

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How Do I Get People To Talk?

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When I started in business I thought (naively) that if I am good at what I do that word will get around. I have since realized that people don’t spend their time talking about things that are “good.” People don’t find a reason to talk about the things that are supposed to be there (i.e. good marketing, sound investments, good service, good food, etc.). It’s not exciting enough to work into a conversation.

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How Advisors Are Operating in This Era of Uncertainty – September Data Results

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Red Zone Marketing conducted research from Sept 15-21, sponsored by Incapital, to find out how financial professionals are adapting and changing in response to crisis conditions. This is the third time we have conducted this survey (May, June & September 2020) and it continues to produce interesting insights as financial professionals navigate the landscape of their operations.

Key Findings

The research uncovered the marketing strategies today that are actually producing new clients.

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How to Set Up a Pop-Up Video Studio in Your Home or Office

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Lately I have been spending several hours a week recording videos in my home office for my clients, social media, my website and for the virtual university classes I teach. In fact, I recently recorded videos for my new series called, 85 Million Dollar Marketing Tips, filled with bite size segments of successful marketing strategies.

I wanted to share how easy and inexpensive it is to set up your own video studio.

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