Category Archives: Marketing

LinkedIn Prospecting Strategies – FOR REAL

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The Struggle with Business Development

Almost every advisor I talk with struggles with business development. If you’re reading this blog and can identify with that initial statement, just know that you’re not alone. 

During those conversations, I try to determine the root of their struggle. The  majority of the time, the reply I get is “I can’t find enough qualified people to talk business with”…or some variation of that statement.

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Get Your Marketing RIGHT in 2020

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I think many people misunderstand marketing. Some businesses will spend a lot of time deciding what they are going to DO for their marketing in 2020. Whether that is hosting seminars or events, running a social media or email campaign, or requesting referrals from existing clients, your approach may be wrong.

I believe you should instead focus more on what you are going to SAY. When you’ve fine-tuned your messaging, you’ll see much better results no matter what your marketing efforts are.

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Five Compelling Tips To Quickly Prove Your Value To Prospects

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When a business states that they “provide exceptional service” do you think people actually believe this? It is like saying, “trust me” or “the check is in the mail.” Empty statements void of facts are a waste of words today. 

Consider, are you standing out by sharing things about your firm that are truly compelling and different? Or, are you telling people – in so many words – that you will be ‘better’ than their last financial advisor?

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A Powerful Solution for Giving Your Prospects A Clue About Who You Really Are

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There is a major issue in financial services, and it very
well may be holding you back from getting the new clients you desire. I wonder
if you have recognized it also. When you walk into a business function or
cocktail party and introduce yourself as a financial advisor, the majority of
people will want to get away. Why are advisors so repelling? Shouldn’t you be
attractive based on all the meaningful work that you do in this noble
profession?

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The Secret Power of Smarketing: The 3 keys to a successful combination of marketing and sales

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How is it that a business can be really great at sales but not at marketing, or vice versa? Don’t these two skills go hand in hand? The reality is if you are not closing enough new sales it is either a sales or marketing problem and in rare cases both. The solution?  Implementation of a “Smarketing” process in your business.

The two statements I hear a lot are:

“If I get in front of a qualified prospect,

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