https://www2.gotomeeting.com/register/811270987

- The 7 habits of highly ineffective financial advisor marketing (avoid these for a higher income),

- A simple marketing strategy virtually any financial professional can leverage to gain more clients, at less cost and with little effort,

- The alarming reason why most financial marketing communications, including websites, produce few, if any, new clients.

And, your chance to get your top questions answered.

https://www2.gotomeeting.com/register/811270987

All registrants will also get a new article, “How to Position Your Practice Ahead of All Other Advisorsin Your Area.” It will be emailed to you right after the event.

Also, for financial professionals and advisors interested in, or currently doing, marketing events, join us for a webinar with Osterman Research next Wednesday for…

Getting More ROI from Your Marketing Events
(Return-On-Investment from your fixed budget.)

Click here to register and get more information.

http://learn.gotomeeting.com/forms/021010-NA-G2MC-WBR-L?ID=701000000005Jc5

- What different types of marketing events cost, the answers may surprise you,
- How to calculate the ROI of your own individual events, and
- How to create a marketing events strategy that gets the most mileage out of your resources.

http://learn.gotomeeting.com/forms/021010-NA-G2MC-WBR-L?ID=701000000005Jc5

How to Promote and Deliver Engaging Webinars

Click here to share your feedback and get an early preview of results:

http://www.surveymonkey.com/s/MSTVDYX

It only takes about 4 minutes.

Yours for greater production and income in 2010,

Bob Hanson
bhanson@marketingplanfinancialadvisor.com
617-901-6886

The end of a year, or decade, is a great time to look back and reflect on the progress we have made.

Almost exactly 10 years ago today, I was spending 6 months helping install a new CRM system at a major mid-west financial services firm (one of the first to offer mutual funds).

When I think back on the features this firm paid 7 figures for, and compare that to what is offered today to an individual advisor or small firm (better technology at less than 1% of the price), this amazing leap is one reason CRM, or Customer Management Systems as they are known (even though they do a lot more than help manage customers) is my choice for Marketing Innovation of the Decade for Financial Professionals.

To explain, let me outline the capabilities available today for people like you and me:

Contact and Marketing Database Management —

Your basic ability to keep all your contacts in one spot. You can also organize them into groups like “A Clients” and “Seminar Attendees.”

Sales Opportunity Management —

You can manage and track individual sales opportunities along with the current sales pipeline and report on how sales conversions have gone historically.
(more…)

You are invited to a . . .

Free Webinar Tuesday, October 13: How to Market and Sell (Financial) Services (through Events) and Webinars

http://learn.gotomeeting.com/forms/101309-NA-G2MC-WBR-L?ID=701000000005FWM

You may be looking to generate new prospects and convert existing names or leads to clients.

I often speak about the three primary ways to generate meetings (qualified prospects coming into your office). They are a White Paper or Article Strategy, Meeting Request Marketing Campaigns, and Events.

Today, let’s turn to Events.

5 Ways To Attract
More Prospects And Clients From Your Events.

1. Profit from the “One-Talk, Different Audiences” Model for more prospects and a higher conversion rate to clients.

This has the advantage of saving your time and enables you to benefit from a proven model.

2. Speak at others’ events.

Many financial advisors are joining with an accountant and estate attorney to get more leads at one-third the cost.

3. Improve the title and invitation copy of your events to be more benefit oriented.

Our tests show that even changing only the copy bullets can improve attendance by 18% or more at each and every event.

4. Avoid being addicted to a compiled list of suspected investors — a list that anyone can rent or buy within target zip codes.

Instead, consider responsive lists and your Influencer lists.

5. Go beyond live, free dinner seminars.

Consider, for example, CD recordings, live webinars, and webinar recordings.

If events are at all part of your growth plans in 2009 and beyond, you must attend our free webinar next Tuesday, October 13.

For ‘How to Market and Sell Services with Marketing Events and Webinars,’ with Citrix Online, QLM has reserved 100 seats for “Client Attraction” subscribers of the 1,000 available.

Click below to register now for this free event:

http://learn.gotomeeting.com/forms/101309-NA-G2MC-WBR-L?ID=701000000005FWM

In this new webinar you will learn:

- how leading services firms are creating a winning event and webinar program,

- 5 easy ways to get more leads from your events and webinars, and

- how services webinars are different from product demo webinars, seminars, and trade shows and what you can do to take advantage of the differences.

Register now so you don’t miss-out.

http://learn.gotomeeting.com/forms/101309-NA-G2MC-WBR-L?ID=701000000005FWM

For more information . . .

Bob Hanson
bhanson@marketingplanfinancialadvisor.com
+1-617-901-6886

“I’m new to the financial advising industry. One question I would ask would be how to get in front of the right people that I would like to do business with?”

But first, a vital question for our questioner . . .

Are You Prepared To Make This Shift?

The shift is in how you answer this key question: What business am I in? Are you motivated to move from seeing yourself as a “financial advisor” to becoming a “marketer of my financial advisory practice.”

That’s a vital difference that can start you off to a productive practice. That outlook sets priorities. The majority of your high-value time goes to your marketing . . . day after day, week after week.

For established financial advisors, that’s also an indispensable shift if you want to break out from the status quo and reach new levels of production.

You may have noticed financial advisors who are exceptional at what they do, yet they never achieve the success they deserve.

In contrast, you may have watched financial advisorswho are good at what they do — good, but not remarkable — who achieve extraordinary success.

So What Makes The Difference?

These six words put it in sharpest focus: The money is in the marketing.

Don’t get me wrong. To succeed as a financial advisor, you do need to be good at what you do. (We are assuming your qualifications are under your belt.)

And that fundamental shift leads to more effective and energetic marketing. We’ll talk about productive marketing in our next article.

Yours for great marketing,
Shirley Hanson

For 7 years he tried to persuade the governments of Spain, Portugal, Venice, and Genoa to support his “foolish” scheme to sail west to reach Asia. To them, he held out the vision of discovering a New World along the way.

Through those tough 7 years Columbus called on his strengths.

A big one was his power of persuasion. The son of a weaver, and not well educated, the language barrier could have defeated him. To get a serious hearing, he needed to be able to speak the language of the educated upper classes at the royal courts.

Columbus realized that he had little chance of success unless he could relate to his audience in every possible way.

(more…)

I agree: a successful survival strategy is to be “distinct,” to put yourself in a Category of One. I part company with Peters in how to do it. Let me explain:

Branding According To Tom Peters

Way back in 1997 in Fast Company magazine, Peters introduced “The Brand Called You” concept. He described it like this:

— “figuring out how to deliver value to the customer” and
— creating “a distinctive role for yourself.”

So far, so good. Then, he adds:

— generating “a message and a strategy to promote the Brand Called You.”

Here’s where “The Brand Called You” gets off track.
(more…)

You have probably heard of or read one of the top business books of all time, Good to Great: Why Some Companies Make the Leap…and Others Don’t by Jim Collins.

Basically, the book looked at the question, “Can a good company become a great company and, if so, how?”

Our client work, interviews, and surveys with countless financial advisors over the years have uncovered a key insight.

Whether you are at $10 million Assets Under Management and want to go to $25 million, $25 million and want to get to $50 million, or $100 million and want to get to $500 million, generally there is one success strategy that is found in those who make this leap quickly, and missing in those who don’t.

Very simply, it is…a Marketing System.

That may just be a fancy way of saying these financial professionals have a way(s) of getting the type of new prospects they want in the office each and every month.

Now with these successful Financial Advisors we find their Marketing System has some common characteristics.

They include:

— Some notion of a target market or niche; after all, if you try to be all things to all people you will likely be nothing to nobody.

— A sense of how YOU are different from the thousands of other financial advisors and professionals in your area.

— Your calling card that gets you out there in front of your desired audience. This could be an article or report, seminar or webinar, or a meeting campaign. Ideally you have 2 or 3 ways working for you at once.

— Support from others in the marketing process such as clients, formal partnerships, co-marketing through influencers, and simple joint referral relationships from others targeting your audience.

— Your marketing hits the mark for the times. Today you need to account for the “new normal” economy. The way you marketed in previous Bull Markets will likely not work well today.

Finally, there is no one path to marketing success. It means everyone has their own personal route to achieve their goals. Think Frank Sinatra’s “My Way.”

So, if you are serious about growing your practice and income in 2009 and beyond, we suggest you take a lesson from other advisors who have gone from “Good to Great” and make sure a marketing system is in place and working for you ASAP.

To discover more you might be interested in Bob’s complimentary recorded webinar “Double Your Assets Under Management In 36 Months Or Less.” It’s at

https://www2.gotomeeting.com/register/322322251

Bob Hanson, Principal
Client Attraction System for Financial Advisors
bhanson@marketingplanfinancialadvisor.com

www.marketingplanfinancialadvisor.com
+1-617-901-6886

I believe part of Jay Abraham’s genius is zeroing in on the proven principles that can propel a business or professional practice forward. And his training was the perfect starting point for Bob (Sr.) and me to forge our brand new consulting practice.

Don”t Let A Bad Economy Frighten You

Jay begins his book, “I love a bad economy.” Here’s why: It “allows us to discover that areas of growth are actually more plentiful in hard times than in boom times.”

The Sticking Point is for businesses and professional practices that are “stuck, struggling, stalled or spiraling downward.”

Not surprisingly Jay lists reasons for being stuck. One is “not having a detailed, strategic marketing plan with specific performance growth expectations.”

>>> Strategic Marketing To The Rescue

Here’s where the article I began took an unexpected path. I had intended to give you examples from Jay’s book — nuts and bolts strategies and tactics you could call on at once. But what grabbed my thoughts was a slide from our Bob Jr.’s webinar. (Bob, too, was trained by Jay Abraham 19 years ago.)

Bob, (now my partner in the Client-Attraction System) illustrated the power of a strategic marketing plan in his webinar “Double Your Assets Under Management In 36 Months Or Less.” His answer was committing to a simple marketing plan over 36 months.

For the illustration he revealed how modest results each year with 3 carefully chosen marketing tools can double your assets. The first year you select and try out the tactics and make improvements. The next two years you benefit from an improved system.

In addition, you can intensify your efforts within each marketing tool. What’s more, you can add tactics — maybe a fourth campaign in year 2 and a fifth in year 3. That means that you can double your AUM sooner.

>>> “Talk does not cook rice” (Chinese proverb)

It all comes down to taking action. And I see 5 key STEPS in the road map:

1 - SIMPLIFY and let all the extraneous marketing opportunities, salespeople, and worthless ideas tugging at your attention fall away.

2 - SELECT the activities that will reach your top-tier prospects.

3 - SYSTEMIZE so that you can maximize results from each of your tactics.

4 - TRACK your numbers so that you can measure where you are and where you are heading.

5 - COMMIT to consistent marketing over 3 years.

To discover more you might be interested in Bob’s complimentary recorded webinar “Double Your Assets Under Management In 36 Months Or Less.” It’s at

https://www2.gotomeeting.com/register/322322251

Yours for greater production,

Shirley Hanson
Shirley@MarketingPlanFinancialAdvisor.com
www.marketingplanfinancialadvisor.com
215-753-2620

You are invited to a free webinar by Bob Hanson . . .

Tuesday, July 21: “Double Your Assets Under Management In 36 Months or Less”
https://www2.gotomeeting.com/register/322322251

There is a trend among financial professionals that could be dangerous to your wealth.

You see, common marketing strategies that worked for years like cold calling and retirement seminars are not working now, or are too expensive.

This trend, combined with a general lack of enthusiasm for investing as a result of the Bear Market, has many financial advisors scratching their head looking for answers.

Many of your peers are asking marketing experts like ourselves, “What tactic is working right now?”

A better question to ask, we believe, is: “What marketing plan will create the new clients I want, in 2009 and beyond?”

Here’s what we mean.

Getting clients is NOT about picking the ONE tactic that is the most popular with other financial professionals. It IS about having the right plan and a set of tactics that works for YOU.

The Numbers Don’t Lie

When it comes to numbers and marketing, consider the 80/20 principle, which simply states the minority of inputs produces the majority of outputs or activity, tending to fall around the numbers 20 and 80.

When it comes to financial marketing plans (and this is true in most industries), advisors will all tend to market the same way, and do it ineffectively.

So, you’d expect (and we see this in our surveys) 80% of financial advisors will use only 20% of the tactics available to them. And, generally, those same 80% will get only 20% of the leads/prospects.

Said another way, 20% of the advisors are generating 80% of the leads and clients.

So what can we learn from these top 20%?

The big lesson is taking advantage of the other 80% - the less commonly employed tactics. They can help you gain the prospects, clients, and assets under management you are looking for.

Bob Hanson will talk about this strategy and much more at our upcoming webinar. We invite you to sign up for:

“Double Your Assets Under Management In 36 Months or Less.”

on Tuesday, July 21
https://www2.gotomeeting.com/register/322322251

This article is by Bob Hanson

Summer is usually a time when financial advisors take a break from marketing. They may figure their prospects are also on vacation.

One of my clients described all the activities he has planned, and related how he just picked up a mid-7-figures client with one summer event.

Here are 5 easy, cheap, and (maybe even) fun ways to help build your practice in the next 60 days.

>> 1. Relax at a BOF (Bring a Friend) Client Event where 5 top clients each bring one friend.

A box at a major or minor league ball game, a chef’s table at a hot restaurant, or a boating or fishing outing are all timely and have proven very effective for others.

>> 2. Update Your Marketing Communications

Let’s face it! If prospects or potential prospects see that tired old brochure or weak website, it may confuse them, disappoint them, or even repel them.

Once you have new, effective communications, they can help you get more clients month after month. Now may be a great time to update in time for the fall marketing push.

>> 3. Connect or Re-Connect With 3 to 5 Current Or Potential Influencers.

A client is using July to reactive his network by going to lunch with key contacts. After all, your professionals and potential Influencers may be able to free-up an hour more easily this time of year.

>> 4. Re-connect With 5 Great Prospects who turned you down or never got to the proposal stage. I’m betting you will close 1 in 5.

>> 5. Prepare for Labor Day - Plus One

Make sure your marketing plans are up-to-date and you are ready to hit the ground running with productive marketing in the fall.

More articles like this are in our free report “7 Client-Attraction Secrets Of Highly Successful Financial Advisors” for financial advisors at
http://www.MarketingPlanFinancialAdvisor.com