Smart Advisor Marketing Smart Advisor Marketing A practical conversation about marketing for professional financial advisors. Not intended for consumers. 
Articles
Client Cloning
2008-01-11 21:54:00 As I wrote that, it sounded like something from Star Trek. But it’s not. I’ll let you in on a little secret. Large corporations have spent billions of dollars collecting information on... [[ This is a content summary only. Visit my website for full links, other content, and more! ]] More About: Cloning , Client
Scratch the Itch
2008-01-11 21:48:00 The easiest sales we ever closed were the clients who had problems that we could solve. Check out these headlines from the last few weeks: “U.S. stocks are off to the worst start to the year... [[ This is a content summary only. Visit my website for full links, other content, and more! ]] More About: Scratch
Launch 2008 With A Boom
2007-12-20 20:58:00 If you’re like most of us, you probably generated a lot of qualified prospects in 2007 that didn’t become clients. Maybe they were folks who sent RSVP’s for a seminar but... [[ This is a content summary only. Visit my website for full links, other content, and more! ]] More About: Launch , Boom , 2008
Add Some Color to Your Marketing
2007-12-11 18:36:00 There was an interesting study reported last week about how a group of employees would relate to a potential new boss. They were given a resume for one person that was pretty generic. Then they were... [[ This is a content summary only. Visit my website for full links, other content, and more! ]] More About: Marketing , Color
Are You Watching Out For Your Clients’ Money Market Accounts?
2007-12-10 18:35:00 Bill Gross, founder and chief investment officer of PIMCO, had a great article in Fortune last month. He described the ’sub-prime’ financial mess this way: “The tangled web of... [[ This is a content summary only. Visit my website for full links, other content, and more! ]] More About: Money , Market , Money Market , Watching
MAJOR YEAR END MARKETING OPPORTUNITY!
2007-11-05 18:36:00 “Taxable Payouts on Many Funds Are Set to Surge” was the Wall Street Journal headline. The article goes on to say that “Some fund experts predict this year’s mutual fund... [[ This is a content summary only. Visit my website for full links, other content, and more! ]] More About: Marketing , Opportunity , Major , Year , Unit
Fall is Planning Season
2007-10-23 18:23:00 This quarter is the perfect time for business development. Don’t let the holidays distract you from your marketing efforts because many advisors generate 1/3 of their annual income in these... [[ This is a content summary only. Visit my website for full links, other content, and more! ]] More About: Planning , Season , Fall
Celebrate National Retirement Planning Week
2007-10-23 18:14:00 November 12-16 marks the sixth annual National Retirement Planning Week . As part of the National Retirement Planning Coalition (NRPC), FPA invites you to join in our efforts to help Americans prepare... [[ This is a content summary only. Visit my website for full links, other content, and more! ]] More About: Celebrate
If You Don’t Ask, They Can’t Become Clients
2007-09-18 22:54:00 If you don’t ask, they can’t become clients We had an advisor ask us about incorporating more “calls to action” on his website. “Of course we can do that - who are your customers... [[ This is a content summary only. Visit my website for full links, other content, and more! ]] More About: Clients
Stop Client Dissatisfaction and Grow Your Business
2007-09-13 23:00:00 For the past several months we have been surveying advisors about their marketing programs. When we ask them which marketing tools they use, it amazes us that only about 21% use a client newsletter. We heard leading advisors from the conference podium say: One said, “I had an existing client transfer an additional $700,000 IRA account ... More About: Marketing , Business , Selling , Internet Marketing , Stop
Email Marketing Best Practices for Advisors Should Not Include Spyware
2007-09-06 23:59:00 A week or so ago we got a call from one of our customers who wanted to know if we did ‘email capture’. We explained that his website visitors can sign up for a newsletter, request information or enroll for an event and when they did that they supplied their email address. No, that’s not what ... More About: Marketing , Selling , Spam , Email , Spyware
Senior Market Expo Impressions
2007-08-29 18:16:00 We just returned from the Senior Market Advisor Expo in Las Vegas. We can’t say enough about the quality of the folks that came by to see us. This year there was a genuine interest in trying to offer quality service to their clients. Most of the advisors were trying to build systems to stay ... More About: Marketing , Selling
Senior Market Expo Impressions
2007-08-29 18:16:00 We just returned from the Senior Market Advisor Expo in Las Vegas. We can’t say enough about the quality of the folks that came by to see us. This year there was a genuine interest in trying to offer quality service to their clients. Most of the advisors were trying to build systems to stay ... More About: Marketing , Selling
Don?t Adopt A ?Bunker? Mentality!
2007-08-21 16:41:00 Now is not the time to hide from your clients. Yes, the financial markets are in more turmoil than they have been in a couple of years. Yes, there’s a national election on the horizon that could change many of our tax and retirement plans. Yes, there’s the potential for greater terrorist violence. But now ... More About: Marketing , Selling , Internet Marketing , Newsletter , Baby Boomer
Don?t Adopt A ?Bunker? Mentality!
2007-08-21 16:41:00 Now is not the time to hide from your clients. Yes, the financial markets are in more turmoil than they have been in a couple of years. Yes, there’s a national election on the horizon that could change many of our tax and retirement plans. Yes, there’s the potential for greater terrorist violence. But now ... More About: Marketing , Selling , Credential , Adopt , Ality
SEC to Convene Summit to Combat Investment Fraud Against Senior Citizens
2007-08-08 20:36:00 Washington, D.C., Aug. 7, 2007 ? Securities and Exchange Commission Chairman Christopher Cox announced today that the agency will hold its second annual Senior s Summit on Sept. 10, 2007, at the SEC?s Washington, D.C., headquarters. The event will further examine how regulators, community organizations, and others can increasingly coordinate efforts to protect older Americans from ... More About: Fraud , Investment , Combat
SEC to Convene Summit to Combat Investment Fraud Against Senior Citizens
2007-08-08 20:36:00 Washington, D.C., Aug. 7, 2007 ? Securities and Exchange Commission Chairman Christopher Cox announced today that the agency will hold its second annual Senior s Summit on Sept. 10, 2007, at the SEC?s Washington, D.C., headquarters. The event will further examine how regulators, community organizations, and others can increasingly coordinate efforts to protect older Americans from ... More About: Fraud , Investment , Combat
How Top Financial Advisors are Using ID Protection to Achieve Explosive Gro
2007-08-03 16:41:00 In February 2007, Javelin Strategy reported that 8.4 million Americans became victims of identity fraud in 2006. The FTC calls it the ‘fastest growing white collar crime’. When we surveyed advisor’s recently, they told us that almost 40% of them had experience with identity theft with their friends, family or clients. In a follow up ... More About: Marketing , Selling , Internet Marketing , Ethics , Financial
How Top Financial Advisors are Using ID Protection to Achieve Explosive Gro
2007-08-03 16:41:00 In February 2007, Javelin Strategy reported that 8.4 million Americans became victims of identity fraud in 2006. The FTC calls it the ‘fastest growing white collar crime’. When we surveyed advisor’s recently, they told us that almost 40% of them had experience with identity theft with their friends, family or clients. In a follow up ... More About: Marketing , Selling , Ethics , Financial , Credential
For Elderly Investors, Instant Experts Abound
2007-07-11 21:58:00 “Financial advisers with little training give counsel they are unqualified to offer, advocates for the elderly say.” The Sunday New York Times on July 8th, had a front page article that will definitely be stirring up the competition. Basically it reported how unscrupulous annuity agents were using questionable designations to take advantage of seniors. More About: Experts , Investors , Elderly , Pert
For Elderly Investors, Instant Experts Abound
2007-07-11 21:58:00 “Financial advisers with little training give counsel they are unqualified to offer, advocates for the elderly say.” The Sunday New York Times on July 8th, had a front page article that will definitely be stirring up the competition. Basically it reported how unscrupulous annuity agents were using questionable designations to take advantage of seniors. More About: Experts , Investors , Elderly , Pert |
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