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Official launch of 16 Ways from Sunday podcast : Exploring Financial Advisor Marketing From Every Angle
I’m thrilled to share with you the official launch of the 16 Ways from Sunday podcast. This podcast is a podcast for high-performing financial planning professionals that are committed to improving ... Read More
FMG Suite acquires Peter Montoya’s MarketingLibrary & MarketingPro, Platinum Advisor Strategies: The Good, the Bad, and the Ugly.
Seemingly in the middle of the night, FMG Suite made two significant “competitor” acquisitions last quarter. According to their website, the mission of FMG Suite is as follows: “At FMG ... Read More
The three questions you must answer for prospective clients (and the two questions to answer to keep them as clients)
Many will argue that “sales is sales.” I’ll contend that the financial services industry has two paths that professionals can take when approaching new client acquisition (sales): the transaction-based sales ... Read More
Cutting through the noise part 2 – the best marketing email I’ve received in the past 12 months
If you haven’t had the chance to read my previous post about the best direct mail piece I’ve seen this year, I invite you do so, as it ties in ... Read More
Cutting through the noise – The best direct mail marketing I’ve received this year
At least once a week I hear expressions like “direct mail is dead” or “there is so much junk mail.” If you know anything about me, you know I’m a ... Read More
From the Land of Twitter
Official launch of 16 Ways from Sunday podcast : Exploring Financial Advisor Marketing From Every Angle 16waysfromsunday.com… pic.twitter.com/kZ6O…
