Crowd of small symbolic 3d figures, isolated

Why a Warm Marketing Plan Works Better For Financial Advisors Than Cold Calling

For financial advisors, warm is better than cold! Why? Because cold calling can be exhausting. Facing rejection time and time again is hard on the ego. Too many “no’s” can turn a positive advisor into at demoralized advisor and cause “zombie face,” a condition where you stare at your computer […]

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Financial Advisor Brochure

Your Brand: Designing a Custom Brochure

What reaction do you want prospects, centers of influence, and clients to have when you present your custom-designed brochure? You want them to say verbally “Wow. Nice brochure.“ And you want them to think subconsciously “I am impressed by this financial advisor. They present themselves well and they offer what […]

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bad habits

2 Types of Financial Advisor Motivation

Coaching financial advisors day in and day out, I am very aware of their motivation and work habits which reminds me of a great story. I once had a call from an advisor almost 12 ago who was completely unmotivated about his investment management business. He couldn’t seem to muster […]

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growing plant, isolated on white

Financial Advisor Seminar Marketing -Planning a Seminar

Financial Advisor Seminar Marketing is still one of the best ways to gain new clients. As a successful seminar and workshop presenter myself, I often receive questions from my financial advisor clients about how to plan an effective seminar. Much thought and effort goes into developing a seminar. Planning, marketing, […]

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