Category Archives: Marketing

Five Compelling Tips To Quickly Prove Your Value To Prospects

Share Button

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?

Continue Reading

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

Share Button

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?

Continue Reading

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

Share Button

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,

Continue Reading

If Your Prospects Aren’t Biting, Here is The Solution

Share Button

A financial advisor called me last week and explained that
he has a marketing problem. His problem is actually fairly typical and very
frustrating. He is spending money on client events, has run several prospect
seminars, is posting on social media, updated his website recently, and has
even tried a series of targeted Facebook ads.

His efforts are not producing new clients, and he is worried
about his book of business shrinking due to the age of his clients.

Continue Reading

When is the Best Time to Post Marketing Content?

Share Button

We often get asked – when is it the best time to post on
social media, advertise, or host an educational event? When is the best time to
send an email? And the answer is…it depends. And, no one wants to hear that. Wouldn’t it be great if there was
one true answer to these questions? But the fact is, it truly requires you
doing some work analyzing your own data.

Continue Reading