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Top 10 Advisors' Resource Blog Posts This Year

Posted by Steven Bieber on Wed, Dec 27, 2017 @ 12:00 PM

These are the most viewed posts from the Advisors' Resource Blog this year. Take a look and see if you missed any of these great articles!

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Tags: business management, prospecting

How Financial Advisors Can Find More Leads

Posted by AMZ Financial on Wed, Dec 20, 2017 @ 12:00 PM

One of the most common questions I get from advisors is "How can I find more leads"? You need to first evaluate the lead generation methods you currently use and improve them, or select alternative ways to market your business.

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Tags: prospecting

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

Don't Let Prospects Stall with the Excuse "After the Holidays"

Posted by AMZ Financial on Wed, Nov 15, 2017 @ 12:00 PM

The holidays are right around the corner and in sales that means one thing: stalls. All of the salespeople that came before us didn’t do us any favors by accepting the “call me after the holidays” excuse from prospects. During this time of the year, it’s the go-to stalling method for prospects.

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Tags: prospecting, sales management, business management

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

5 Important Lessons From Workshop Prospects Who Said "No Thank You"

Posted by Mark Triplett on Wed, Oct 04, 2017 @ 12:00 PM

When my firm first started hosting workshops, our attendance was average, and the amount of attendees scheduling visits with us was about 40 to 50 percent. Learning five important lessons from workshop prospects increased the number of attendees meeting with us to nearly 80 percent.

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Tags: prospecting, workshop marketing

3 Negative Beliefs Prospects Have About Advisors Selling Products

Posted by AMZ Financial on Wed, Sep 06, 2017 @ 12:00 PM

Since the industrial revolution, traditional selling has been trained and practiced by almost every industry and business model known to mankind. It appears many of us have been taught to sell in a very similar way, but this traditional sales approach has begun to present some serious problems.

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Tags: prospecting, sales management

5 Reasons to Create a First Impression Kit for Your Business

Posted by Travis Lee on Wed, Aug 23, 2017 @ 12:00 PM

A First Impression Kit is an essential tool for your business. It impresses your prospects and clients by making you look professional. A First Impression Kit is a package of your marketing materials that has consistently branded pieces. Each piece has your logo and your unique look and feel. 

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Tags: prospecting, business management

How You Can Turn More Workshop and Seminar Attendees into Clients

Posted by Mark Triplett on Wed, Aug 09, 2017 @ 12:00 PM

I don’t think there’s a workshop PowerPoint on the planet that directly results in sales of financial products. So far, I’ve never seen a financial presentation end with the presenter passing out applications for financial products and attendees getting out their checkbooks to buy. Solid workshop and seminar presentations will result in the right fit prospects raising their hands to meet with you.  

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Tags: prospecting, workshop marketing


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.