Category 'Blog'


I get at least 10 inbound emails every week with questions from entrepreneurs around the world. They’ve all got pretty much the same idea and that’s to produce a niche, premium investment newsletter. It sounds great on paper, right? The dream of running your own subscription newsletter Work from home or on the side while…

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I dropped the ball. You came to New Rules of Investing to learn easy-to-use tactics to grow a finance business, bring in new clients, build a brand, and perhaps even fulfill a dream of getting a book published with your name on it. But, I took my eye off the ball. I got busy with…

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Why your website’s design may matter more than you think

Your financial website isn’t merely a place where your prospects and clients can find you on the net, it’s an extension of your brand. Especially in the investment business, your web presence is an extension of you. People who first encounter you and your business online form a very quick — and strong — view…

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Finetune your appointment setting strategy to bring in more prospects

Instead of wasting your time dialing for dollars, consider focusing someone on your team (or outsource) on appointment setting. Appointment setting works like this: Compile a powerful lead list: Using many of the techniques I discuss on this blog regarding lead generation for financial advisors, you should have at any time a list of leads that…

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How to identify your ideal customer

As financial professionals, we wear a lot of hats. Whether you’re a Series 7 broker rep or RIA, the job responsibilities of many independent advisors span across the entire sales and delivery process (less so in larger organizations): marketing/PR: we’re hosting events, advertising in local media, doing our own PR work sales: you’re setting up,…

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