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Why Financial Advisors Need a Marketing Calendar for Their Businesses

Posted by Mark Triplett on Wed, Dec 06, 2017 @ 12:42 PM

Many financial advisors I speak with believe that they can grow their business if they have more prospects to see. There’s truth to this. Without prospects to see, you are unemployed. If you don't have anybody to serve, then you're out of business. Unfortunately, many of those same advisors are poor at prospecting and are struggling to get more clients. Often it comes down to lack of direction, focus, and commitment to prospecting efforts.

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Tags: prospecting, marketing

The First Step of Social Media Marketing for Financial Advisors

Posted by Steven Bieber on Wed, Nov 01, 2017 @ 12:00 PM

One of the biggest untapped opportunities for you as a financial advisor or agent today is leveraging all the technological advances available to you such as social media marketing, video production services and web-based leads. To be successful in today’s technology driven world, you need to have a compelling online presence for your financial services business.

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Tags: marketing, prospecting

Why Many IMOs Have Earned a Bad Reputation

Posted by Mark Triplett on Wed, Oct 25, 2017 @ 12:00 PM

I recently attended a conference with about 40 other investment advisor representatives. As successful business entrepreneurs, they hold themselves to a high standard and are passionate about their profession. Oh, and did I mention that they toss around the acronym "IMO" like it's a swear word?

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Tags: consistent advisor, marketing, prospecting

These 7 Reasons are Why Top Producers Have More Success

Posted by Jeff Janes on Wed, Aug 02, 2017 @ 12:00 PM

During the more than 20 years I’ve been in the financial services industry, I’ve been fortunate to meet hundreds upon hundreds of financial advisors and insurance agents across the country and in various stages in the business. From the eager newbies to the sage veterans, I’ve visited with them all and here are the seven reasons I’ve found that top producers have more success in the business.

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Tags: business management, marketing

The "Amazon Effect" of Technology on Your Prospects and Clients

Posted by AMZ Financial on Wed, Jun 21, 2017 @ 05:02 PM

The "Amazon Effect" is essentially the results of how a digital world has changed business models regarding consumer expectations, interaction, choices, and options. This phenomenon started back in 1994. Since that time, it has changed society as well as many business models in various industries and markets. 

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Tags: prospecting, marketing, planning, business management

Why Financial Advisors Should Work with a Graphic Designer

Posted by Travis Lee on Mon, May 01, 2017 @ 05:16 PM

I’ve been writing about improving the design of your marketing materials for over six months. I’ve covered everything from designing your logo to creating a website. I would like to take a moment and briefly review the topics I’ve covered and the importance of why financial advisors should work with a grahpic designer.

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Tags: prospecting, marketing

The Best Place to Host Your Prospecting Seminars and Workshops

Posted by AMZ Financial on Tue, Apr 25, 2017 @ 05:35 PM

When conducting prospecting events, location selection is a vital piece of the marketing puzzle and can have a great influence on its success as well as failure. With that said, we know that the entire outcome of the event is not solely based on the location as other factors such as presentation, topic, demographics etc. are vital as well. But the location selection should not be taken lightly or discounted.

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Tags: prospecting, marketing

3 Steps to Create Walking Billboards (Referrals) for your Business

Posted by Mark Triplett on Thu, Apr 13, 2017 @ 05:18 PM

Almost any business would benefit from their clients singing their praises in a public place. Imagine if you could create walking billboards for your company, spreading your message when you are not around to do it yourself. They could infiltrate social groups that you may have been cut out from entering.

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Tags: business management, prospecting, marketing

Font Matters: 5 Ways Advisors Can Improve Their Marketing Materials

Posted by Travis Lee on Tue, Apr 11, 2017 @ 05:56 PM

One way to make a bad first impression is by misusing fonts and typefaces. This is especially true when it comes to the financial and insurance world. If you come off as unprofessional, the client will not trust you. Trust is key for financial advisors.

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Tags: marketing, business management

Why You Need Consistently Branded Marketing Materials

Posted by Travis Lee on Wed, Feb 08, 2017 @ 05:41 PM

Let’s say you have brochures, flyers, letterhead and business cards for your business. You’re very proud that you created these pieces…but you have a problem. They don’t look as professional as they should and you can’t quite figure out why.

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Tags: consistent advisor, marketing, business management


This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.