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    Reminder Webinar: Your 2013 Marketing Plan - A Can't Miss Webinar For Starting Your Year Right!

    Do you have one? Have you thought about it? Having a solid game plan, both for marketing and for client contact, can make the difference between a successful practice and a faltering one.

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    Topics: advisors, Financial, for, How-To, Marketing, plan

    Good Execution Trumps Good Strategy

    One of my favorite quotes by Seth Godin is: “Waiting for perfect is never as smart as making progress.” My least favorite quote from more than one financial advisor is: “It worked so well we stopped doing it.”

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    Topics: advisors, Financial, for, ideas, strategy, Marketing, Sales Ideas

    Six Steps to Monitoring (and Repairing) Your Online Reputation

    The Internet has become a powerful tool. You can find anything you want online—anything! This is great when you want information, or perfect for advertising, but unfortunately, the bad news and reviews can seep through with the good. It’s vital to keep an eye on your online ...

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    Topics: advisors, Financial, for, How-To, monitoring, tools, Marketing

    Spotlight on Jennings Financial Planning Inc

    We are happy to introduce you a company we have been working with, named Jennings Financial Plannings Inc. They are working hard to help their customers having a good handle on their money. They want to show people how to connect their wealth with their most heartfelt valued, ...

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    Topics: feedback, Financial, interview, jennings, Showcase, planning

    The Positive Aura

    When prospects meet with you for the first time, usually they already feel positive, negative or neutral about doing business with you. The mindset they come to you with can be a critically important factor in determining whether they will eventually do business with you or not. ...

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    Topics: advisors, Financial, for, General, Marketing, optimized

    Don't Miss The Boat Referral Strategy

    One of the most successful strategies for giving clients a reason to immediately refer is an event we call, “Don’t Miss the Boat.” It’s similar to a client appreciation event, but the only people invited are those clients that have already referred others to your firm.

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    Topics: Advisor, Financial, strategy, Marketing