This Financial Advisor marketing strategy is not necessarily a marketing strategy, but a system (specific dialogue) to help you get more people to attend your event, seminar, workshop, tele-class, lecture, etc. If you’re a Financial Advisor that holds tele-classes, lectures, ...
Topics: expand your business presence, Marketing, marketing your events
This Financial Advisor marketing strategy focuses on radio advertising. Admittedly, this is one of the more expensive marketing initiatives, but if used correctly, you can generate more leads then you can handle.
Topics: marketing ideas for financial advisors, radio marketing, Marketing
Being a good listener helps in establishing rapport. Focusing your attention on making your client feel important and understood requires you to talk less and listen more. Clients do not need information overload; they just want you to use your knowledge to solve their problem, ...
Topics: How-To, increase your effectiveness, sharpen your listening skills
Your centres of influence (COIs) are your more profitable sources of referral business. Lawyers, accountants, mortgage brokers and realtors are the top ones, and some advisors even use other advisors with a specialized niche. You need to be proud and confident that when you ...
Topics: client referral strategy for financial advisors, how advisor can generate referrals, Marketing
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