If you don’t ask, they can’t become clients
We had an advisor ask us about incorporating more “calls to action” on his website. “Of course we can do that - who are your customers and what would you like the visitors to do?” we asked? “I don’t know - you’re the marketing people, you tell me […]
Entries Tagged as 'Build Your Market'
If You Don’t Ask, They Can’t Become Clients
September 18th, 2007 · 2 Comments
Tags: Build Your Market · Persuasion · SEO · Client Communications · Internet Marketing · Financial Advisors · Marketing · Selling
Stop Client Dissatisfaction and Grow Your Business
September 13th, 2007 · 1 Comment
For the past several months we have been surveying advisors about their marketing programs. When we ask them which marketing tools they use, it amazes us that only about 21% use a client newsletter.
We heard leading advisors from a recent conference podium say:
“I had an existing client transfer an additional $700,000 IRA account to me […]
Tags: Client Communications · Build Your Market · Internet Marketing · Credential · Financial Advisors · Marketing · Selling





