Independent Marketing Review: RecommendedExperts.biz

The independent marketing program reviews are designed to provide an overview of a financial marketing program that is available in the marketplace. Over the course of a year, I bet I receive 50+ inquiries from financial advisors asking me my thoughts about certain programs available. Your inbox is littered with these offers every single day. …

Failing the Marketing Sniff Test: the Clint Arthur “Experience”

It took the Wall Street Journal and Barron’s a while to showcase this “epic fail,” but there’s an important lesson from this story for all financial advisors to learn. The story/sales pitch goes a little something like this: “Hey Mr./Ms Advisor, you need to build credibility and trustworthiness. I have an opportunity for you to …

Independent Marketing Review: GuideVine

The independent marketing program reviews are designed to provide an overview and general review of a financial marketing program that is available in the marketplace. Over the course of a year, I bet I receive 50+ inquiries from financial advisors asking me my thoughts about certain programs available. Your inbox is littered with these offers …

8 Ways Financial Advisors Can Improve Direct Mail Marketing

The following blog post was originally published in Investopedia: When considering the marketing and advertising options available, many financial advisors are ignoring traditional direct mail in favor of using email or other digital communication tools to connect with potential clients. Direct mail is making a powerful comeback for those that are trying to deliver a …

Stop Using a Pole to Fish for Referrals – Fish with a Net

The following blog post was originally published in ProducersWeb: Time to face the facts: Accountants and attorneys won’t routinely refer clients to you. You can, however, make them. I’ve consulted with hundreds of advisors about how to get referrals from accountants and attorneys. Guess what? Unless the attorney or accountant is your spouse, your chances …