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Category Archives for "Marketing"

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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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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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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Advisor Marketing Mindset and Ice Storms

We live in the mountains of Southern Oregon about 7 miles north of our town, Grants Pass. There are generally 5 or 10 days a year when we wished we had 4 wheel drive. Friday night was one of them. Ice storms during the week had caused thousands of homes to be without power. We’d […]

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Finding More Time for Marketing – Part 3

In “Finding More Time for Marketing – Part 2,” we looked at ways to cut your time spent on administrative activities. Now we’ll look at a few ways to free up time for marketing by cutting down time you spend on “Operations” which you know better as production activities. Becoming more efficient on the production […]

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