Category Archives: Blogs
Marketing Your Book
It’s been a lot of work, but you now have your book in hand and you’re ready to start using it as a marketing tool. To more effectively get your message across to existing and potential clients, spend some time developing a cohesive marketing campaign focusing on three things: Continue reading
Posted in Blogs, Book Publishing, Marketing, Publishing
Tagged author, book signing, published, referrals, seminars, webiste marketing
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Why Do Seminars?
I’m sure you know of advisors who have built their businesses from the ground by doing client seminars. Of course, you’ve probably also heard of advisors who have held a few seminars with poor results and have sworn off of them forever. Wherever you may fall in this equation, you need to know that when planned correctly, seminars can be one of the most effective ways of promoting your services to prospects. Continue reading
The Big V …
VALUE! It’s what everything we do is based on. Relationships are judged by the value they add to our lives. We’re judged by the “true” value we provide to our customers! We judge our customers on the value they provide to us –both monetary and relationship based. Continue reading
Posted in Blogs, Marketing, Marketing/Advertising
Tagged business development, Cost effective, direct mail, marketing strategies, PR, relationships, seminars
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Goal Setting for a Happier More Successful Life
While it’s estimated that 40% of Americans set new goals for the New Year, only 8% of people achieve them. (1) In fact, most are forgotten within the first few weeks, while the semi-successful work at their goals for 6 months. So what is the secret to setting goals and sticking to them? Continue reading
Posted in Blogs, Marketing, Practice Management
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Marketing Differentiation: Direct Mail
So, how effective is direct mail? Do people throw it into the trashcan without even looking at it? Many direct mail pieces will be tossed. That’s why it is so important your marketing pieces stand out from the hoards of junk mail a person will receive. Here are some tips for doing that: Continue reading
Posted in Blogs, Marketing
Tagged direct mail, marketing
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Marketing Differentiation: Public Relations
When planning marketing strategies, financial advisors often forget one important element –Public Relations (PR). It’s important to think about this “free” marketing tool up front as it can usually be used to drive the success of all your other efforts. Continue reading
Posted in Blogs, PR
Tagged media, press releases, public relations
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Your Differentiation Factor
To more effectively get your message across to existing and potential clients, your marketing campaign should focus on three things:
1) The message you want to convey to clients
2) Points that differentiate you from your competitors
3) The needs of your specific market Continue reading
Posted in Blogs, Marketing, Marketing/Advertising
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Publishing Your Book
Today, getting your book published is easier than it has ever been before …. and less expensive. Here are some of the changes that have occurred in the publishing industry over the years. Continue reading
Posted in Blogs, Publishing
Tagged autobiography, book, memoirs, publishing, self-publishing
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Put on Your PR Hat
PUBLIC RELATIONS COACHING PROGRAM When planning marketing strategies, financial advisors often forget one important element –Public Relations (PR). Do you want to increase your exposure within your target market? Are you ready to put your PR hat on? Then this … Continue reading
Posted in Blogs, Public Relations
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Developing a Top Notch Media List
How do you get the word out about you and your services without spending a lot of money? Public Relations. PR consists of having an important message to share and getting members of the media excited about it so they want to include you. However, the first thing you need to do is compile of a list of media contacts. Here are some ideas to help you get started. Continue reading
Posted in Blogs, PR
Tagged media list, PR, public relations
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AUTHORS: Ten Powerful Tips for Marketing Your Book
If you’ve taken the time to write a book, make sure you take the time to get full benefit of your efforts. Here are some powerful marketing tips to help you reap the rewards of your efforts. Continue reading
Planning the Perfect Seminar
Seminars come in all shapes and sizes. Some are educational in nature and are planned around a “message” of importance to attendees. The message can be anything from “Preparation for Retirement,” to “The Benefits of Using a Professional Money Manager.” The desired result is that attendees will see you are an expert on this topic and, therefore, the best person to handle their money. Continue reading
Seminar Sizzle: Reaching the Affluent Market
By Sydney LeBlanc and Lyn Fisher These days, it seems everyone is clamoring for the high-net-worth account. But capturing and retaining assets from this highly sought-after audience is becoming more difficult. As competition for their business climbs, it becomes more … Continue reading
Posted in Blogs, Seminars
Tagged client events, seminars
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Launch Your Business With Creative Marketing
While many financial advisors acknowledge the need for an effective marketing plan, few actually understand fully how to create and implement one. Do you? Continue reading
Marketing to Make Your MARK!
Do you have all the clients you need… and never want any more? If so, then don’t waste your time reading this article. However, if you are continually growing your financial advisory practice, and realize there is a need to consistently “replenish” your client base, then you probably understand the importance of marketing. Continue reading
Posted in Marketing
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