Referral Papers

• How To Create the Best Referrals-The Ones You Don't Ask For

  2006-10-07

  In today’s environment it is becoming more and more difficult to get in front of people. Regulators and over-saturation make seminars more difficult and less productive. Broker Dealer compliance departments have turned into sales prevention departments. The public and press have become much more skeptical of us and what we do (more people are becoming do-it-yourselfers than ever before).

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• How to Generate a Consistent Quality Flow of Referrals from CPA's and Attorneys

  2006-11-10

  Financial advisors have been able to get by for decades using a variety of marketing tools that did not require professional networking.  We have, up to this point, chosen the easy route of impressing the public vs. our professional brothers, the attorneys, and CPA’s.

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• What if everything you have been told about financial marketing is WRONG?

  2006-11-10

  With something as vital as marketing, you can’t afford to be barking up the wrong tree. Marketing can make a crappy financial advisor unbelievably successful but the wrong marketing can put the best financial advisor out of business. Unfortunately, life is not like “Field of Dreams,” just because you build it doesn’t mean they will come. Sad but true…but this is also THE BEST NEWS YOU’VE HEARD IN A LIFETIME! You can make any amount of money you desire if you know how to market; know how to market being the key phrase there…

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