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 Tagged as 'Referrals'
Launch 2008 With A Boom
December 20th, 2007 · No Comments
Tags: Referrals · Build Your Market · Baby Boomer · Financial Planning · Marketing · Selling
Senior Market Expo Impressions
August 29th, 2007 · No Comments
We just returned from the Senior Market Advisor Expo in Las Vegas. We can’t say enough about the quality of the folks that came by to see us. This year there was a genuine interest in trying to offer quality service to their clients. Most of the advisors were trying to build systems to stay […]
Tags: Baby Boomer · Referrals · Newsletter · Insurance Company · Credential · Selling · Financial Advisors · Marketing · Annuity
Don’t Adopt A ‘Bunker’ Mentality!
August 21st, 2007 · No Comments
Now is not the time to hide from your clients. Yes, the financial markets are in more turmoil than they have been in a couple of years. Yes, there’s a national election on the horizon that could change many of our tax and retirement plans. Yes, there’s the potential for greater terrorist violence. But now […]
Tags: Referrals · Newsletter · Client Communications · Internet Marketing · Baby Boomer · Marketing · Financial Planning · Selling
