SMART ADVISOR MARKETING

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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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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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 […]

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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 […]

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A week or so ago we got a call from one of our customers who wanted to know if we did ‘email capture’. We explained that his website visitors can sign up for a newsletter, request information or enroll for an event and when they did that they supplied their email address.

No, that’s not what […]

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