A financial advisor must have the best tool to excel in the marketplace today. We will present in a 1 hour broadcast call: The Best Practice Tool The Best Presentation Tool The Best Process Tool DOWNLOAD PDF BROCHURE HERE Tool #1 - The Best Five Questions to prepare for all meetings and appointments. Eliminate confusion and […]
Two often when a group presentation is made to prospects, the solution is delivered too early. It is like a farmer planting a field that hasn’t yet been prepared. A presentation should identify the fear the client has and the problems the client faces. You should lay the groundwork by plowing up the ground, then […]
As I have mentioned in the past you must communicate in bulk for education and handholding. Technology today makes this easy. I recommend Constant Contact as the best way to manage your client and prospect emails. The service tracks how many people open, click, and forward your email. This is important to make sure that you […]
A coaching client asked me this week to discuss my thoughts on social prospecting. This is a delicate subject because you do not want to be labeled a “networker” which is synonymous with “always selling” and becomes a fast track ticket to the “Black List.” When asked about what you do for a living you […]
Until a practice becomes an Exponential Business and has over a hundred unsolicited introductions a year, it must focus on three areas of marketing simultaneously. To maintain consistent revenue a practice must have short, intermediate, and long term revenue sources.
The press continues to encourage investors to watch what the institutional and hedge fund managers are doing as an indicator for what they should do. And because they are selling, so should the investor. This is foolish advice, because institutional managers, during the extremes of the market, are never doing what they personally want to […]
Below is an email from the Manager of Advisory Services of a corporate client, following the Attract Clients workshop we did last month. Lloyd, I just got off the phone with one of our Financial Advisors. He had a meeting with a $50 million prospect Friday. He used, as he called it, “the Lloyd approach” […]
Recent Comments