Jumpstart Your Marketing: Part 2 – Quick Win Campaigns for Your Current Prospects
A lot of financial advisors’ prospecting campaigns fail because they get lost in the rush of everyday activities. After all, prospecting and referral gathering are not always high priority activities. More typically, marketing is left to chance. One way to overcome this obstacle is to implement short campaigns with the goal of producing more immediate […]
Jumpstart Your Marketing: Part 1 – The 4 Winning Client Campaigns You Can Implement Easily
You know what…you’re probably right. If you sometimes feel like the “juice isn’t worth the squeeze” when it comes to your marketing results… The truth is you may be right. Yet, what’s also true is that too many times advisors give up just shy of the gold. I’ve seen it first hand and almost every time it boils down […]
Tale of Two Sales, Part 1
No one enjoys being “sold”. But sometimes good selling sneaks up on you. Professionalism, precision and style work in harmony for a proverbial win-win. Last month, it happened to me…while buying an used car of all things. One of my daughters needed a car. This was the first auto she would pay for herself. Moving […]