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    Why Write a Proposal as a Financial Advisor?

    Why write a proposal?  As a financial advisor, you have to know how to write a proposal. Written proposals are a powerful tool for the financial advisor. They are used to share solutions, business plans, or sales pitches with prospective clients. Proposals are also often used to ...

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    Topics: financial planner proposal, financial resources, How-To, how to write a proposal for a financial advisor, marketing ideas for financial advisors, proposals for financial advisors, Sales Ideas

    Why Competitive People Win In Sales

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    Topics: effective sales, Marketing, Referrals, Sales Ideas, sales opportunties, sales traits

    4 Ways WhatsApp Changed Communication Forever

    4 Ways WhatsApp Changed Communication Forever What’s up with communication these days? No more need for texting (let alone limitless plans) thanks to WhatsApp. Dubbed a “cross platform instant messaging subscription service,” it’s basically like using Gchat or Yahoo! messenger ...

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    Topics: future trends, global communication, marketing opportunity, Technology, whats app, marketing communication, marketing reach, Sales Ideas, Social Media

    Take Charge of Your Prospecting and Revitalize Your Sales Funnel

    Before embarking on a road trip, you need to know a few important facts – not only your point of origin and your desired destination but also a detailed map of the route you want to take. Your prospects go on a similar journey on their way to finding financial services. Their ...

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    Topics: Sales Ideas

    Need to Close the Deal? 10 Suggestions from Our Sales Team

    We’ve all been there: we did everything right to successfully turn a powerful lead into a client and at the very last minute, he backed out. As financial advisors we may not be selling a specific product, but convincing people to trust us with their hard-earned money can be ...

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    Topics: building relationships, closing the deal, turning a lead into a client, Sales Ideas, sales tactics, sales team

    Top Financial Calculators - Why All Money-Related Blogs Should Include Them

    All money related blogs should include a look at some of the top financial calculators available. Why? Well, in general terms, to help consumers find the road to financial health and stay there. And to help consumers understand their finances more thoroughly. Any money related ...

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    Topics: Blogging, calculators for financial advisors, Sales Ideas, top financial calculators

    Understanding the concepts of lead generation and telemarketing

    For most investment advisors, a first objective to grow clients and assets was undoubtedly set at the start. Growth is the common goal and personal commitment most advisors make to themselves when they begin their careers in the financial services industry. Growth, is the “why” ...

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    Topics: Sales Ideas

    The Art of the Invite

    How Personal Messaging Increases Network Connections I was at a conference a few weeks ago listening to an excellent presentation by JD Gershbein on the power of LinkedIn in business communications.  He told a great joke that resonates with me everyday while I’m networking ...

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    Topics: How-To, LinkedIn, networking for financial advisors, Sales Ideas, Social Media

    The R Trifecta: Referrals, Retention, and Recurring Revenue

    Every day, we learn more and more about our advisor clients. After analyzing and interpreting client feedback and listening to their needs, we have deduced that advisors want the R Trifecta. We use this term to describe the ability to obtain referrals from their clients and ...

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    Topics: building retention, financial advisor referrals, How-To, how to build a business from referrals, Marketing, Sales Ideas