SMART ADVISOR MARKETING

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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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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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 […]

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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 […]

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November 12-16 marks the sixth annual National Retirement Planning Week. As part of the National Retirement Planning Coalition (NRPC), FPA invites you to join in our efforts to help Americans prepare for a financially secure retirement.
Established by NRPC in 2002, National Retirement Planning Week is an annual campaign to build awareness of the need for […]

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