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...
Tag Archives: marketing
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,...
Social media don’ts: What financial advisors should avoid
For financial advisors, social media can get you in front of people you might otherwise not meet as well as keep you at the top of mind with your clients....
How a block of wood can help you prospect
Needless to say, it is difficult to reach Top of the Table-level production if you have no clients. Even if you have plenty, of course, it never hurts to learn...
4 questions to help your brand on social media
Knowing what to post on your professional social media pages can be challenging. I have four personal branding questions that I ask myself to craft my social media content. These...
How to talk to 100 people at once
Let’s say 100 people call you at the same time. How many of them can you speak to at once? Obviously, only one. That’s why Donald P. Speakman, MSFS, a past...
5 favorite sales ideas
Even the most successful advisors appreciate the value of a good sales idea. These are a few favorites from MDRT members: Prospecting tips Prospecting is a numbers game. The most important numbers...
9 strategies for building your prospect pipeline
Not every financial advisor and life insurance agent despises prospecting. Many years ago, I met a financial advisor who truly enjoyed the process. He was the only person like that...
