If you’re like most of us, you probably generated a lot of qualified prospects in 2007 that didn’t become clients. Maybe they were folks who sent RSVP’s for a seminar but didn’t attend or didn’t book an appointment afterwards. Whatever the source, and whatever the reason the qualified prospect slipped away, the bottom line is […]
Entries from December 2007
Launch 2008 With A Boom
December 20th, 2007 · 2 Comments
Tags: Referrals · Build Your Market · Baby Boomer · Financial Planning · Marketing · Selling
Add Some Color to Your Marketing
December 11th, 2007 · 2 Comments
There was an interesting study reported last week about how a group of employees would relate to a potential new boss. They were given a resume for one person that was pretty generic. Then they were given another resume for the same person but it was written including words like ‘caring’ and ‘nurturing’. In communication […]
Tags: Persuasion · Communication · Build Your Market · Newsletter · Baby Boomer · Internet Marketing · Marketing
Are You Watching Out For Your Clients’ Money Market Accounts?
December 10th, 2007 · 1 Comment
Bill Gross, founder and chief investment officer of PIMCO, had a great article in Fortune last month. He described the ’sub-prime’ financial mess this way:
“The tangled web of sub-primes has claimed more than its share of victims in the last months; homeowners by the hundreds of thousands, to be sure, but also those who created, […]
Tags: Mortgage · Money Market · Business Development · Client Communications · Financial Planning · Credential
