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Financial Advisor Marketing Webinar: Double Assets Under Management

July 19th, 2009

Financial Advisor Marketing Webinar: Double Your Assets Under Management

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

Entry Filed under: Financial Lead Generation, Direct Marketing, Financial Advisor Marketing Plan