December 20, 2011 – 7:47 am
LinkedIn is such a powerful tool for researching prospects and networking with professionals, I’m always surprised when I meet advisors who aren’t using it. Oh, and it’s free. Hard to beat that. Wayne Breitbarth, the author of The Power Formula for LinkedIn Success, joins me to discuss the power of LinkedIn and how financial and [...]
December 13, 2011 – 6:45 am
If you’re been running successful seminars to help prospect for your business, you know how hard it is to get everything right. From getting your list, to creating engaging invitations, to finding a facility, to RSVP’ing your guests. It’s a lot of details and processes. That works in our favor — getting a good [...]
December 5, 2011 – 7:38 am
Social media gets a bad rap for being ‘social’. Many advisors with whom I speak see it as a noisy distraction — its social-ness getting in the way of doing real biz-ness. …stands on a soapbox: And that’s a HUGE mistake. It’s precisely the social-ness of social media that’s able to identify your ideal prospects, [...]
November 22, 2011 – 7:43 am
This post is sent free to growth-minded subscribers to my weekly marketing and sales email, Advisor Insider. Subscribe (free) here. ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: Brokers aren’t used to creating their own presentations. Compliance rules, you know. Series 7s take stock presentations and add their names to personalize ‘em. I’ll let you in on a secret though: most of [...]
November 2, 2011 – 11:51 am
My 3 tools for content curation for financial advisors saw more interest than a photoshopped image of Paris Hilton in a dentist’s chair. And it makes sense: by pointing your clients to important news, data and analysis, you’re effectively playing financial coach. But the awesome thing is that you’re the coach — without having to [...]
October 31, 2011 – 6:55 am
I send actionable, how-to articles to thousands of advisors every week as part of my AdvisorInsider email list. Interested? Subscribe below. Subscribe to our mailing list :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: You can’t be good at everything you do. My grandfather impressed upon the value of specialization, of becoming really good at one thing and just running with it. [...]
October 21, 2011 – 4:35 am
I’m getting a lot of interest from financial advisors who want to drink from the whole social media fountain. Of course, blogging should be your home base for any of these activities – a place to send people if they’re interested in learning more. A place to organize and prioritize all your content marketing. The [...]
August 18, 2011 – 8:24 am
In my discussions with financial advisors, I get the feeling that many of us are naturally good salesmen (that’s how we got here in the first place). The problem is that because we’ve been naturally good at convincing clients to entrust us with their investment portfolios we haven’t given enough thought/training/practice to the actual pitch [...]
August 10, 2011 – 3:38 am
This post is derived from my exclusive email list, the AdvisorInsider — providing tips, tools and technologies helping grow investment businesses. Sign up here Automating your business, increase efficiency, and grow your revenues When I first opened a brokerage account after college, I used to receive these letters from my broker wishing me a happy [...]
This list of the top marketing resources to help grow your financial practice isn’t meant to be exhaustive. Please vote and add your favorites. Whether it’s sales advice, technology, free or premium, this is a list of some of the best marketing resources for investment advisors. (I use some of these while I’ve relied on [...]
