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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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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