Sell Yourself Through Education

Want to be more effective in your advertising and marketing? Don't start by talking about yourself and asking for business. You have to give first! One of the best ways to start the process is by using your advertising or marketing in a way that educates your audience. It's tempting for many advisors to open up with their accolades, years of experience, and qualifications when trying to earn business. There's just one problem with that approach. Nobody cares! At least, not at ...

Continue Reading

Generating Quality Leads from Your Book

Click Below To Watch. Start Your Book Today Sign Up Before May 15th. Get $1,500 Off! You want your book to work hard on your behalf. What should you include in your book so you get inquiries from the RIGHT prospects? Find out by watching the brief clip above. NYT best-selling author Michael Levin shares: How to turn readers into clients Techniques for making your book the ultimate qualifier for business Answers to the question "Who owns my book once it's published?" Have ...

Continue Reading

Organizing Your Book Like the Pros Do

Click Below To Watch. Start Your Book Today Sign Up Before May 15th. Get $1,500 Off! Readers give up on poorly organized books. Here's what you need to know to keep them hooked. NYT best-selling author Michael Levin shares: 3 questions to answer for a solid book How to create a great table of contents The most effective way to start your book You won't want to miss the next video clip. Michael will be discussing a critical next-step for any advisor interested in publishing a ...

Continue Reading

Establishing Trust & Preeminence with Your Book

Click Below To Watch. Start Your Book Today Sign Up Before May 15th. Get $1,500 Off! Why would publishing a book be so important to your business as a financial advisor? Watch the clip above (filmed at last year's Elite Advisors Forum) to find out. NYT best-selling author Michael Levin shares: How to easily make your website more valuable Ways to use your book to build your business The magic number of pages for your book and why this is important How people interact with books ...

Continue Reading

Marketing To Physicians: Why Now?

It’s easy to succumb to “don’t miss a single opportunity” syndrome. This is the mindset that keeps advisors dismissive of carving out a niche for themselves while attempting to appeal to anybody and everybody. You've heard it before: “If you try to target everyone, you target no one.” Rather than go on at length about the importance of niche marketing in general, let’s dive into a specific niche you should be considering right now. Start thinking about marketing to physicians. Here are ...

Continue Reading

Killer Event Ideas

Here are some great ideas for upping the ante when it comes to putting on client and prospecting events. These ideas involve the sophisticated use of branded gifts and promotional products. How can this give you an edge in your marketing? Let's look at some of the statistics. More than half of people who receive a promotional product have a favorable impression of the person or business who gave it to them. 83% of people could recall an advertiser or event from a promotional product, and ...

Continue Reading

4 Things You Can Do To Attract UHNW Prospects

Ultra-high-net-worth investors offer great promise to ambitious advisors: challenging work, increased revenue, and the promise of a deep pool of referrals. However, they’re also finicky, expensive, and difficult clients to serve well and keep happy. There are also no shortcuts to building a successful practice with these clients. Successfully attracting UHNW investors takes commitment, time, patience, and discretion. Here are 4 things you can do to attract UHNW investors. 1. Understand your ...

Continue Reading

5 Things Financial Advisers Can Learn From The Oscars

Did you watch the 86th Academy Awards ceremony? Whether you're an occasional theatergoer or an impassioned movie buff, you can learn a handful of useful lessons from the Academy Awards that can help you improve your practice. Here are 5 lessons financial advisers can learn from the film industry's most prestigious honor. 1. KNOW YOUR CATEGORY It's not just one Oscar that gets awarded. There are awards for many categories like best makeup, set design, supporting roles, screenplays, etc. Do you ...

Continue Reading

What Can Hot Dogs Teach Advisors?

It was 1916. The location: Coney Island. Handwerker, a young, ambitious immigrant opened up a hot dog stand selling his frankfurters at 5 cents each. Even then, this price point was shocking since it was half as much as the competitor’s. Then, something interesting happened. No one was buying. To Handwerker's surprise, no one was buying. Food regulation was not as strict then, and hot dogs were already suspect in the public's opinion. It was only natural for people to be afraid of eating ...

Continue Reading

Whose Brand Should Advisors Promote? Their Own, or Their Firm’s?

In a recent blog, Samantha Allen of Financial Planning Magazine asked the question: Financial Advisor vs. Firm: Whose Brand Matters More? This is a question many advisors struggle to answer because, as she aptly put it: “Advisors are essentially sales professionals for the bigger companies, and their personal relationships are key to a firm's success… yet the firm’s overall reputation supports advisors as well.” So how can an advisor decide which brand to promote? By answering three questions: ...

Continue Reading