Posts Tagged 'financial advisors'

HomeTag: financial advisors

Finetune your appointment setting strategy to bring in more prospects

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:

  1. 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 need to be nurtured, people who need talking to. They’re looking for a solution to a problem (you need to figure out what problem) and you ...
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7
JAN
0

Categories: marketing

Tags: , , ,

New Years Resolution: 9 Resources to Nuke Your Sales and Get Clients to Say “Oh,Yes!”

New Years Resolution: 9 Resources to Nuke Your Sales and Get Clients to Say “Oh,Yes!”

My learning and experience building comes in spurts. Much like the stock market, my focus on my own business and that of my clients is kind of trend-driven.

Last year, I found myself focusing on lead generation for financial advisors and I’m pretty sure you’ll find me writing a lot more about marketing automation tools for financial advisors this year.

For 2013, I’m also focusing on sales technique: not the old-school, pushy broker but the more new school advisor that ...

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3
JAN
0

Categories: sales 2.0, tools, Uncategorized

Tags: , , ,

Growth Mode: Top marketing and automation tools for investment pros

2012 has been an amazing year for financial professionals marketing themselves online.

Tools are getting easier and easier to use and the holy grail for all marketers — AUTOMATION! — is become a reality for financial professionals.

To paraphrase John Lenin: Imagine a world where all your marketing activities were automated and that everyday you got a list of people ready to buy your product (not leads, almost-customers!).

My personal experience –> recommendations

I’ve spent a lot of time working with clients ...

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24
DEC
5

Categories: email services, Free resources, marketing

Tags: , , , , ,

Getting people to ‘like’ you online – endorsement?

The financial community has been slow to adopt social media. One big fuzzy gray zone has been compliance.

But that process is evolving. Last week, a National Examination Risk Alert went out that called into question the Facebook ‘Like’ button.

Testimonials:  …The term “testimonial” is not defined in Rule 206(4)-1(a)(1), but SEC staff consistently interprets that term to include a statement of a client’s experience with, or endorsement of, an investment adviser. Therefore, the staff believes that, depending on the facts ...

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22
JAN
0

Categories: financial advisors

Tags: , , , , ,

Convert prospects by delivering awesome presentations

This post is sent free to growth-minded subscribers to my weekly marketing and sales email, Advisor Insider. Subscribe (free) here.
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Brokers aren’t used to creating their own presentations.  Compliance rules, you know.  Series 7s take stock presentations and add their names to personalize ‘em.

I’ll let you in on a secret though: most of the largest producers DO create their own presentations.

Why do you think that is?

Well, because the largest advisors understand that canned speeches have a harder ...

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22
NOV
1

Categories: advisorinsider, marketing

Tags: , , , , , , , ,

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