Unexpected opportunities and new perspective for referrals during crisis
Most of the companies here in the Philippines have extended the premium payments for policies during this time of lockdown to 60 days. But there are some clients who saw...
Tag Archives: marketing
Virtually working smarter, not harder
While some financial advisors prefer meeting with prospects and clients face-to-face and holding events such as seminars, that’s not always possible or practical. It could be because of social distancing...
One proven way to attract and keep ideal clients
I focus on the retirement market, where most clients are over 55 years of age. We provide them with a few additional true value-added benefits. Most people have no idea...
Finding new ways to give clients what they want
Simon D. Lister, Dip PFS, doesn’t usually do webinars. And, technically, he still doesn’t. The 13-year MDRT member from Wymondham, England, has shifted away from his usual in-person seminars to large...
The benefit of buying gifts for clients based on their personal interests
Every year around Thanksgiving, we buy different types of gifts for clients based on what we know about them. Last year, one of the little gift packages that we put...
Marketing yourself as the expert
Imagine a time when you have a constant stream of new clients charging down your door. These aren’t just any clients either; these are your ideal clients, with good amounts...
Need-to-knows when selling to millennials
Millennials, the segment of the population born between 1981 to 1996, are a huge market that financial professionals must engage. But how do you proceed? Much of what we know about...
7 marketing ideas to increase business
Interested in growing your business by up to 30%? Create a marketing plan that motivates clients, professional advisors and prospective clients to seek your services as well as send you...
How to get luckier with centers of influence
Luck is defined as “success or failure apparently brought by chance rather than one’s own actions.” The key word is “apparent” because it brings into play the fact that not...
Does your practice have a mascot?
Four years ago, Brian Haney, CFS, CLTC, was thinking about how his company (founded with his father and in which his younger brother is also a partner) was branded. The...
Do you rate your clients?
When I was spending a lot of time networking, but not seeing any results of those efforts, I decided to create what I call the networking scorecard. It’s a very...
What to talk about with clients in January
If in January you contact your clients in their 30s to discuss the best way to take withdrawals from their retirement funds, you may find yourself with very few meetings...
Are you overlooking doubling your client base?
Everyone — male or female — needs a solid financial plan. I believe advisors can double their client base and production by focusing on working women. Too often, though, advisors...
4 absolutes for creating marketing magnetism in your business
How many of you believe that your clients can describe what you do with precision? How many of you can describe your value proposition with precision? If we do not have...
6 steps to publishing a book to inspire others and generate sales
Publishing can help you elevate your image and marketability. I have published six books so far, and my Amazon bestseller is called “Is Your Child a Money Master or a...
