Includes Insights for Financial Service Advisors, Sales Associates, and Service Associates regarding the activities by which your business will create and execute strategies to attract qualified leads such as Prospecting, Publicity, Referrals, Branding, etc.
December is when your clients should start thinking about taxes, money leaks, and financial regrets they don’t want to carry into the new year. This creates a perfect window for you to step in as a guide, not a salesperson. One high-impact marketing strategy you can launch this week is...
As an advisor, you're no stranger to "X-dates"—those future points on your calendar for prospect follow-ups. Whether tied to renewals, seasonal shifts, or a prospect’s return from vacation, these dates can stretch from next week to next year. But here's the uncomfortable truth: the vast expanse of time between today...
Want more great clients? It's not just luck, it's about making it easy for your current clients to introduce you to their friends and family. This quick guide gives you a simple, step-by-step way to increase your referrals. 1: Easy Meetings, Smart Setup Make your client meetings a starting...
Here in our region, a recent five-day onslaught of supercell warnings served as an important reminder of how quickly the unexpected can happen. There were multiple warnings with crucial safety advice: seek shelter in basements, have flashlights ready, and stay informed. While vital, this highlights a missed opportunity for many...
Valentine's Day. A time for hearts, flowers, and…financial planning? While it might not seem like the most natural connection, this holiday offers a unique opportunity for financial professionals to connect with clients and prospects on a deeper level, emphasizing the importance of love, legacy, and financial security. This isn't about...
“I would, but compliance…” In the financial services industry compliance is a very real set of rules that need to be followed. However, compliance is also used a scapegoat for not doing or only doing a bit of marketing, because of the hassle of going through compliance. Compliance can feel...
In the world of Financial Services social media is often still viewed with skepticism. Although there’s a lot more leeway now than even a few years ago, we work with a lot of financial advisor professionals that still stay clear of social media because of compliance. And on one hand,...
What’s your target market? In the financial services industry, the answer to this question is often a vague one, such as: “we can help anyone.” And it’s often true that the array of products and services is so vast that you can help most people. The problem with this is...
This week we challenge you to pause and look at your marketing materials. This could be your social media postings, brochures, radio ads, or any other form of marketing that you use. As you look at your marketing consider what message you are sending, but also who you are trying...
There’s a simple and effective tool that is missing from most agencies. It’s a tool that pulls together all of your marketing efforts and helps you identify gaps and even strengths. The best news? It’s really easy to get started. The tool we have in mind is a simple marketing...
