Richard Emmons

Author Archives: Richard Emmons

Advisor Marketing After the “Year of the Ponzi Scheme”

The Wall Street Journal called 2009, “The Year of the Ponzi Scheme.”  Many people heard of the term “Ponzi Scheme” for the first time only because of the size of Bernard Madoff’s deal: $50 billion. Sadly with interest rates near zero, many retired people look at high returns delivered by such schemes and get sucked […]

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Advisor Marketing Goals for 2010

To get anywhere in life you need to know where you want to get to, you need a road map to show you the path to take and then you need to do the most important thing: Take the first step! In this short video Richard encourages you to create a one page business plan […]

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Not Just Estate Tax Expiring at Year End

[Richard: The debate over healthcare reform has sucked all the air out of Washington DC. Not just the hot air…the result has been over 50 tax breaks for business and individuals will now expire on December 31st. Get ready for lots of questions from your clients.] Congress Lets 50 Tax Breaks Expire http://www.forbes.com/2009/12/22/tax-amt-research-credit-senate-personal-finance-expiring-tax-breaks.html Ashlea Ebeling, […]

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Advisor Marketing with Christmas Cards

In this short video, Richard Emmons explains how sending holiday cards to your clients and prospects can keep your existing clients happy and help you stand out from your competitors. You’ll also learn what to do if you’ve run out of time and it’s too late to send out Christmas cards. httpv://www.youtube.com/watch?v=dHOsGXyz0V0

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Learning From Harvard’s Investment Mistakes

Article: Harvard Swaps Are So Toxic Even Summers Won’t Explain Financial advisors can learn a lot about what “not to do” by studying this article on Bloomberg today. I’ll summarize what happened and then provide some commentary along with some choice quotes. Harvard planned a major campus expansion and wanted to lock in low interest […]

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Marketing Success with “Free” Products

In this short video, I review Chris Anderson’s new book: “Free: The Future of a Radical Price.” Author Chris Anderson makes the case that businesses can often raise profits by giving away quality content. Financial advisors and other professionals can atract quality prospects by giving away valuable content to qualified prospects. This can be through […]

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