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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“Taxable Payouts on Many Funds Are Set to Surge” was the Wall Street Journal headline. The article goes on to say that “Some fund experts predict this year’s mutual fund distributions will be the highest ever, despite the summer market turmoil.” They say, “Last year, mutual funds paid out $250 billion in capital-gains distributions, the […]

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This quarter is the perfect time for business development. Don’t let the holidays distract you from your marketing efforts because many advisors generate 1/3 of their annual income in these three months. Here are just a few concepts to help you focus:
1. CD Rollovers - the chaos in the sub-prime mortgage market has spilled over […]

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