Archive

Category Archives for "Marketing"

How To Write an Effective Advertisement

Over the years, successful writers have developed copywriting formulas which produce effective ads, TV commercials, and sales letters. I first learned about the “AIDA” formula in 1989 from marketing expert, Jay Abraham. You begin the process of creating an effective ad by thinking of one of your best clients, a wealthy widow by the name of Sally Jones….

Continue reading

How To Get More Bang For Your Advertising Buck

An advertisement costs the same whether it brings in 1 call per day or 10 calls per day. So improve your ads and you’ll get more calls without spending an extra dime on advertising. Let’s define the two major types of advertising: General (or image) advertising and direct response advertising…

Continue reading

How To Put Your USP To Work

Once you’ve created your USP or “unique selling proposition,” you need to put your USP to work so your clients and prospects will know what makes you different and why they should do business with you. Your goal is to put your USP everywhere a client or prospect comes in contact with you.

Continue reading

Kickstart Your Marketing With a “USP” and Set Yourself Apart

Every advisor (and business) should have a “USP” which stands for “unique selling proposition.” Without a USP your advertising will have a plain vanilla, me-to appearance which won’t lead people to take action. When you have a good USP and deploy it in your advertising and marketing materials, you’ll attract more clients like you want. You’ll also keep away folks who aren’t your targeted clientele.

Continue reading

Advisor Marketing: Magazine Advertising

Your city probably has one or more high-gloss magazines targeting the affluent people in your region. Should you advertise in your region’s magazine? First, you must confirm that the readership of the magazine matches the demographics of your targeted clientele. Does the typical reader sound like someone you’d like to have sit across your desk?

Continue reading

Advisor Marketing Success OR “You’re Fired!”

This Wall Street Journal article points out that many Regional Broker/Dealers are raising minimum production amounts. If you’re feeling some heat from your broker/dealer, you have two choices. Improve your marketing to raise your production…or fire your BD! After the article you can find ideas on both of these choices.

Continue reading

Client Appreciation Dinners for Advisor Marketing Success

Feeling neglected is the #1 reason people leave one company for another. Not price. Not service quality No Product features. Everyone wants to feel appreciated and remembered. Hosting an annual client appreciation dinner makes your clients feel appreciated and reminds people why they do business with you.

Continue reading

Get a Website For Advisor Marketing Success

Every financial advisor needs to get a website these days. Even a basic website allows prospects to find you. Can you imagine not being in the telephone book? You can always improve your website later. For now get something up so people can find you. And not your competitors!

Continue reading