SMART ADVISOR MARKETING

A practical conversation about marketing for professional financial advisors. Not intended for consumers.

Entries from January 2008

Client Cloning

January 11th, 2008 · 3 Comments

As I wrote that, it sounded like something from Star Trek. But it’s not.
I’ll let you in on a little secret. Large corporations have spent billions of dollars collecting information on consumers. They can tell you what their ideal client looks like and where to find them. So when they do their marketing, it […]

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Tags: Intelematch · Cloning · Business Development · Baby Boomer · Selling · Marketing · Uncategorized

Scratch the Itch

January 11th, 2008 · 1 Comment

The easiest sales we ever closed were the clients who had problems that we could solve.
Check out these headlines from the last few weeks:
“U.S. stocks are off to the worst start to the year on record, according to key market measures”
“2007 may be a record year for capital gains distributions from mutual […]

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Tags: Build Your Market · SEO · Business Development · Webinar · Client Communications · Internet Marketing · Selling · Financial Advisors · Marketing · Baby Boomer · Uncategorized