Don’t make these marketing mistakes
Selling insurance, financial planning or investments are some of the first and biggest marketing mistakes financial advisors can make. When you sell these, it means you’re selling the tools and...
Tag Archives: marketing
Attracting clients with branding
Financial advisors often work in highly saturated markets, leaving prospects unsure of why they should pick one advisor over another. By having a personal brand, though, you’ll stand out from the...
Refining the process of generating Google reviews from clients
We’ve built a cool and better process now around short surveys for clients. Once they do them, I reach out and say, “Hey, do you mind doing us a favor?...
From social media marketing disaster to finding more clients
What started out as a marketing disaster for five-year MDRT member Nguyen Thi Thu Dung, of Ho Chi Minh, Vietnam, became an opportunity to educate the public about insurance and...
Do friends and clients know you are accepting new clients?
Why don’t your friends and clients send referrals? The answer might be so ridiculous that it is not obvious. Simply, they may be unaware you are accepting new clients. There...
How to spontaneously bring up business with close friends
Sometimes it’s easier to bring up business with strangers than friends. If people you don’t know tell you to “get lost,” it’s no big deal because you will probably never...
The benefits of practicing your referral pitch
With referrals, it is about repetition in some ways; you’ve got to just keep asking. You’re going to feel awkward the first few times you do it, so you might...
3 questions you should ask your clients
Toward the beginning of his 2015 MDRT Annual Meeting ConneXion Zone presentation, Seth Groff of Assurity Life cited Voltaire’s quote about judging people by their questions, not their answers. If clients...
How to stand out and attract more business
Many advisors come to me after trying everything they can to get their stagnant business growing again. Often, they’ve already spent a lot of money on advertising, local sponsorships, expensive...
Innovative ideas for harnessing the power of social media
While there’s nothing comical for financial advisors about attracting prospects, you can use comic books to capture their attention on social media. A sample from one of the comics Glen Winata...
Ways to use gifts to say thank you — and drive referrals
If someone sends us a referral, we always send a thank-you card or something along those lines. Our clients don’t necessarily know about the referral program, so if they refer...
Attract clients: Add digital experiences that enhance, not frustrate
How important is your website to prospects? Quite a bit. According to HubSpot, 65% of consumers state that the experience they encounter on a website is a “very important” factor in...
Seeing family members as separate clients rather than one unit
You spend years developing a relationship with a client, and eventually they are going to pass away. If you have made sure that you’ve involved the next generation, the money...
Identifying if a COI relationship is reciprocal
We talk a lot about the value we provide to centers of influence (COIs). If it’s a reciprocal relationship, they have to provide value to us as well. So, are...
3 simple tips for compelling marketing on social media
Up until recently, I didn’t consider myself particularly social media savvy. After all, five years ago I didn’t even have an Instagram account. So, I never thought it was possible...
