SMART ADVISOR MARKETING

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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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 […]

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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 […]

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