Category Archives: Business

Advisor Pulse Survey Results: How Advisors Are Operating in This New Era of Uncertainty

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Advisor Pulse Survey Results: How Advisors Are Operating in This New Era of Uncertainty

Marketing Has Changed. Are You Ready?

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I believe the face of marketing has changed. And I’m not talking about “marketing in a crisis.” I’m talking about the fact that our ability to market our businesses and services may have changed forever (or at least for a long time).

I recently did a video/webinar presentation on Marketing in the Age of Social Distancing (the webinar replay recording is here). When I began researching for the presentation,

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A Power-Packed Reading List During Quarantine Times

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As most of us are spending all of our time quarantined inside the house, I wanted to share with you my reading list of books I love to help us market through this crisis and think differently. I hope you enjoy these!

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Discipline Strategy by Dr Tim Coomer

Tim Coomer is a friend of mine and one of the smartest businesspeople I have ever met. He is a serial entrepreneur and personality researcher with a deep understanding of how personality impacts performance.

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How To Use Content Marketing To Attract Your Best Clients

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Every day we are seeing more financial advisors venturing into the wild world of content marketing. Why? Well, it’s a new, slightly complex, yet proven way to generate new, qualified prospects. So, let’s go over the basics of what you need to know and how to get started. 

1. What is content marketing?  Content marketing is a strategic marketing and business process focused on creating and distributing valuable, relevant, and consistent content. Its purpose is to attract and retain a clearly-defined audience and ultimately drive profitable customer action.

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He’s Just Not That Into You! 4 Ways to Connect Quicker with Prospects

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Have you ever tried to attract a new prospect but felt that you were falling short of making your case? Sometimes it’s because we may be coming off like a salesperson. Because, if you try to sell someone something, a typical reaction you may receive is that person becomes immediately not that into you. As the nation’s #1 sales expert Jeffrey Gitomer says, “People Don’t Like to Be Sold, But They Love To BUY!™” 

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