Case Studies And Testimonials

Concise Methodology Transforms
Marketing From Thought To Action

"When the student is ready, the teacher will appear. Shirley Hanson is that teacher.

"Shirley possesses the innate ability to help her clients tap their most valuable resource, their ability to think. Shirley's concise methodology has helped transform my marketing from thought to action. If you want results, you want Shirley Hanson!"

Marc Pearlman
Investment Advisor Agent
Securities America, Inc.

Differentiating With TLC To A Specific Target Market

Our Story About Laura

As a client, Laura came to us with an underlying grasp of what she’d like her financial advisory practice to be. Yet her work and her focus were scattered.

Through our coaching program our job was to listen so that we could pick out the threads of her desire for her practice. Then, we helped her weave the strands into the special experience she wanted to create for clients and prospects.

First, we recommended narrowing her target market to financially independent women. Then, we encouraged her to create a small, select Client Appreciation event to “pamper” her clients and a few guests. Our first idea was to hold it in a spa.

We just got off the phone with Laura to ask about her kickoff event, and she summed it up with the word “fabulous!” Her clients’ thanks wowed her.

The ultimate compliment (and just the buzz she hoped for) came from a client who said, “I told my friend about exactly what you did for us, and she said, ‘My financial advisor never did that for me.’”

And, Now, Laura’s Story In Her Words

The Problem: “Developing my marketing was a big task, and sometimes it seemed overwhelming. All these ideas were swimming around, and I didn’t know whether they were good and worth pursuing or a waste of time.

"I just reacted to ideas without having any clear direction.

The Aha: “Sometimes I felt that what I did was no different from every other financial advisor. Then, I began to work with Shirley Hanson. She helped me pull the pieces together and gain real differentiation. Now my unique positioning is generating true excitement.

The Payoff: “Equally important, having my USP gives me clarity. The marketing ideas that weren’t worthwhile just fell away. Now I have a focused system, and my production is up a bunch!”

Laura A. Webb, CFP
Webb Investment Services, Inc

“A Major Contribution”

“In the 26 years I’ve been in business, I’ve tried doing things by myself and spent a lot of money on various marketing programs.

“Until now, I never got the broad and clear view of marketing that I’ve gotten from Shirley Hanson and her "Client-Attraction System."

“Finally, after all these years I’ve found someone who is making a major contribution to improving my business.”

Mike Salley
The Salley Wealth Advisors Group, LLC

"Concentrating My Time And
Marketing Dollars"

“Recently, I moved my business from Maryland to South Florida. I wanted to center my practice around my new home, but wasn’t sure where to focus my resources. Without a plan my marketing was haphazard and disappointing.

“Many of the marketing tools I tried previously didn’t work.

“After working with Shirley Hanson and the “Client-Attraction Success System,” I now know how to get results. The program, including Shirley’s individual coaching, gave me focus. Together, we are creating a marketing plan that concentrates my time and marketing dollars to take my business to the level where I want it to be.

“I’ll reach my vision for my practice sooner with less hassle."

Ron Wilson, CPA, CFP
Raymond James Financial Services

"I Have The Key To
Effectively Market My Practice"

“Working with Shirley Hanson and the Client-Attraction System, I gained valuable insight into my marketing. I now have the key to effectively market my practice by leveraging my personal values and unique strengths.

“Above all, calling on Shirley’s skill, sincerity and energy to help build that “right marketing plan” is a great advantage we cannot afford to ignore!

"Within a few weeks, I’ve already opened the door for a strategic alliance with one of Hawaii’s most prestigious law firms.”

Steve Nakao
Net Hawaii, Inc.

First, we invite you to sign up for your complimentary 7 secrets report

Then, please check out the Sample Marketing Plan for Financial Advisors here . . .