http://www.marketingplanfinancialadvisor.com/blog Breakthrough Marketing For Financial Advisors Tue, 08 Jul 2008 01:10:44 +0000 http://backend.userland.com/rss092 en We love it when our emails prompt financial advisors to mull over their marketing situation. The other day Mark (not his real name) wrote: "I started thinking . . . . "We're in a rural Southern town where we have to spread our marketing out over a wide area to see results. ... http://www.marketingplanfinancialadvisor.com/blog/financial-advisor-marketing-i-started-thinking/28/ What do you do when you feel that you're trapped in a financial advisor's marketing straitjacket? When you've given up on the last marketing program you devoted more than a year to implement -- one that didn't pan out? When you are stymied and don't know what to ... http://www.marketingplanfinancialadvisor.com/blog/financial-advisor-marketing-escaping-from-a-marketing-straitjacket/27/ His story may be familiar to you. Randy Pausch, diagnosed with pancreatic cancer, was given only three to six months of good health ahead. Before receiving the horrifying medical news, Randy Pausch had been scheduled to give what’s called a "last lecture" at the university where he taught -- ... http://www.marketingplanfinancialadvisor.com/blog/financial-advisor-differentiation-a-life-sentence/26/ You told us, in our just completed survey of financial advisors (Thanks to everyone who participated), that building trust was vital to growing your practice. You may be aware of how easily trust can be destroyed. And it may not be anything you did. There is a fact of ... http://www.marketingplanfinancialadvisor.com/blog/financial-advisor-marketing-got-trust/25/ "Focus is magical." Richard Koch in "16x: Real Simple Innovation for 16 Times Better Results" A financial advisor client, we'll call him Glenn, told this story. Recently, he attended a workshop where Ed Slott spoke. No ordinary CPA who prepares taxes! Slott is the go-to guy in an important ... http://www.marketingplanfinancialadvisor.com/blog/the-magic-of-focus-for-financial-advisors/23/ Bob Hanson, Jr., wrote this article. Recently, we received several calls and emails about new brochures. The calls went something like this: "Hi Bob and Shirley. I need a (new) brochure. Is this something you can help me with? Our first question is, "What would you like your brochure to do?" ... http://www.marketingplanfinancialadvisor.com/blog/five-reasons-you-might-need-a-brochure/22/ It's treacherous out there. And scary headlines don't help. Are we heading for a repeat of 1929? Are we in an earth-shaking bear market? Your clients may be calling with troubling questions - questions that are at odds: One may ask, Why aren't we buying ... http://www.marketingplanfinancialadvisor.com/blog/sailing-through-turbulent-waters/21/ You, too, can see a practice that's "Great in '08" - whether you are a raw, 28-year-old advisor or an old hand. Here we give you 5 keys. Today's article came from this question: "I'm just starting out in the financial industry and was pondering what some good marketing strategies are ... http://www.marketingplanfinancialadvisor.com/blog/marketing-thats-great-for-08/20/ Today, I've pulled a question from my email bag. I love this question because it cuts to the core of generating leads for financial professionals. Question: "I have very limited time and resources. What do you recommend for a one-man shop?" It doesn't matter whether you are ... http://www.marketingplanfinancialadvisor.com/blog/more-top-clients-now/19/ When a client, a North Carolina financial advisor we'll call Dave, interviewed his clients, they revealed how they saw him as a trusted advisor. Here’s what they said: "When it comes to money, I ask Dave." "Dave protects my interests." "I feel as if I am always first ... http://www.marketingplanfinancialadvisor.com/blog/financial-advisors-how-believable-are-you/16/