Gifts, Giveaways, & Attention Grabbers


Click Below To Watch Full Video Presentation. Start Your Milestone Celebrations, Get $50 Off Your First Milestone Order!View all Promotional Products Shop 100+ Brandable Items Create Lasting Impressions! In the brief presentation above, we review a range of products you can use to enhance events, increase rapport, and consistently WOW clients. Watch the presentation on Gifts, Giveaways, & Attention Grabbers and learn about: Event Enhancers Include these at your next social, ...

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Month in Review: February

Month In Review - December

“Quality questions create a quality life. Successful people ask better questions, and as a result, they get better answers.” - Tony Robbins Do your questions impact your business? The answer is yes. Here's a simple question many of us have asked before: "How do I get more business?" This question can set you up for poor results. Why? It's not focused. It can point to a million different directions. This can make you act desperate:  Begging for referrals. Trying more ...

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Powerful Social Media Strategies

social media strategies

Click Below To Watch Full Video Presentation. What's Missing From Your Social Media? Search Google for "social media advice for financial advisors". You'll get over 31 million results! You'll find an abundance of gurus, bloggers, and pundits eager to give you their 2 cents on the secrets of social media success. Despite all of the available advice, it's the guidance that is in short supply. We put together a presentation on the subject that does provide guidance. You're likely ...

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Month In Review: January

Month In Review - January

After looking over this month's new releases and featured content, one thing stood out: There is a high cost to ignoring the inevitable.  You can't ignore the impact that technology is having on our industry. You can't close your eyes and simply get back to "business as usual" for too long. What about your clients? It's important to watch out for them, and educate them, whether it concerns identity theft, estate preparation, or the litany of decisions involved in preparing for challenges ...

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The Power of Video

TV display with play icon

Click Below To Watch Full Video Presentation. Last month, we published a list titled 15 Costly Mistakes Advisors Will Make in 2015. One of the big items on that list was "Not Using Video to Market." Advisors who want to squeeze the most value from their marketing dollars need to concentrate on video. Video can help you: Attract 2 - 3 times more people to your website. Increase the time spent on your website. Make your emails even more effective. Become much more ...

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You, But At A Fraction Of The Cost?

Advisor Versus Robo-Advisor

Earlier this month, Personal Capital, the financial software and online wealth management company, shared this on Twitter: That's right. They now manage over 1 Billion in client investments. Last week, I saw a handful of online ads for robo-advisors as I read through articles on Forbes, Fast Company, and The Wall Street Journal. Ads like this: What Does This Mean For You? It means your competition is not limited to flesh and blood. The robo-advisor is here. Managing ...

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Brand New Website And Logo

Before and After Logo Blog

Jim Rohn said "Your life does not get better by chance, it gets better by change." The same is true in business. Things can always be improved. It doesn't happen by accident. We're proponents of change and adaptation at Platinum Advisor Strategies. It's important for us to seek opportunities in serving you better. With all of the improvements we’ll be rolling out over the next 12 months, the timing couldn’t be better to rollout a brand new website and revamped brand that communicates ...

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8% Of People Do This. Do Your Clients?

new year goals or resolutions

A study published in the Journal of Clinical Psychology showed that about 45% of Americans make a New Year's resolution. Of those people who get around to committing to some type of change in the new year, only 8% achieve success. Surprised? A couple weeks ago, I discussed 15 Costly Mistakes Advisors Will Make in 2015. Today, let us focus on your clients and the type of year they want for themselves. You may play a bigger role than you think when it comes to their success for 2015. Top 10 ...

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Month In Review: December


We hope you enter 2015 with energy, optimism, and an eye towards progress. As you help your clients make progress with their financial resolutions, make sure you carve out some time to work on your own progress. It's important to stick to your values and principles, but be wary of getting too attached to methods. Preferences change, markets shift, and technology can transform the way you do business—sometimes in just a few short years. Don't hesitate when it's time to adapt. Have a ...

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15 Costly Mistakes Advisors Will Make in 2015


I don’t know about you, but I struggle to keep up with all the changes happening in the financial services industry. From the regulatory landscape, to compensation structures, to marketing strategies – it seems every element of our business is evolving at breakneck speed. The resulting noise that is generated can be hard to cut through, leading some advisors to make costly and unnecessary changes to their business while trying to implement everything. Worse yet, some attempt to tune out ...

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