9 ways to stay top of mind with clients
In a perfect world, whenever a client has a question or problem that involves money, you want to be the first call they make. How do you stay on their...
Tag Archives: marketing
8 questions to help you get to know clients
Knowing what to ask when a new client comes into your office is the first step toward meeting their financial needs and developing a long-term relationship. But asking the right...
How seminars give back to the community and build trust
Seminars are beneficial in many areas, including building connections and giving back to the community through education. We partnered with a few organizations so we can offer estate planning seminars in...
How to let new prospects know you are legitimate
Scamming people is big business, and because we’re always on the lookout for scams, we change the way we interact with day-to-day communications. If you are fortunate enough to get...
7 ways to engage with clients over the holidays
How often do you engage with clients? In the wealth management side of the financial services profession, a financial advisor might have less than 100 clients. On the insurance side,...
Components of an ideal lead generation system
We all know the key to achieving sustainable and superior revenue growth year after year is a successful lead generation system. The burning question for most of us is, “How...
What you should have in your waiting area instead of magazines
Picture having to numb your mouth and stomach with chemicals, take a pain medication more addictive than heroin and put a syringe into a tube stretching to the back of...
4 types of E.P.I.C. speech stories
Whether you’re giving a speech or presentation at a seminar, you’re a guest speaker at an event or service club, or at an MDRT meeting, it can be both exhilarating...
Stop being the best-kept secret
In their classic marketing book, “The 22 Immutable Laws of Marketing,” Al Ries and Jack Trout declared, “Be first. If you can’t be first, create a new category in which...
Handling media interviews like an expert
Chris was nervous. He was getting ready for his first, long-form podcast interview. His job was simple: Promote his company and explain the value of working with financial advisors. Chris could...
Unlocking compelling client testimonials
Before prospects meet you, they research you. It’s important that what they find online about you is reassuring and builds trust. Client testimonials on your website can help with this. It...
3 effective sales ideas
Even the most successful advisors appreciate the value of a good sales idea. These are a few favorites from MDRT members: Kick into high-gear I like to compare financial plans to soccer...
4 reasons your friends don’t want to be your clients
In theory, you already talked to all of the people closest to you when you were building your business. If you have, in fact, had these conversations and wondered why some...
5 C’s to be a social media video all-star
Nobody likes to see and hear themselves on video at first, but with practice, anyone can be their best marketing asset. The key is to know how to produce compelling...
7 ‘Thou shalt not’ referral commandments
Well-meaning friends and clients intend to help you by referring their acquaintances to you. However, even the best intentions on their end can result in problems for you. Better, then,...
