Category: Get More Clients
In the world of rifle marksmanship, there is a widely embraced mantra: “Aim small, miss small.” This principle underscores the idea that focusing on a very specific, small part of a target minimizes the margin…
READ MORE >
The secret sauce that turns clients into advocates is the Business Friendship. Financial advisor Lester Matlock’s unique philosophy, combined with a distinctive twist of helping clients fulfill their bucket list items, has propelled his practice to enviable success….
READ MORE >
The Language of Asking for Introductions Without Pushing, Begging, or Looking Like The Creepy Referral Guy Excerpted from Bill’s new book… The Language of Referrals: The Words & Scripts Financial ProfessionalsUse to Win More Ideal…
READ MORE >
The Language of Asking for Introductions Without Pushing, Begging, or Looking Like The Creepy Referral Guy Excerpted from Bill’s new book… The Language of Referrals: The Words & Scripts Financial ProfessionalsUse to Win More Ideal…
READ MORE >
You are in the evidence business! Your prospects need to see the evidence that you are the right fit for them. Your prime evidence building tools are: In today’s blog, I’m going to focus on the stories that come from…
READ MORE >
Let’s get right to the point: If you’re adept at marketing, you’ll substantially reduce your need for traditional prospecting. Establish a robust reputation within a specific target market and become highly referable—this will draw interested…
READ MORE >
Stop confusing your prospects and clients! That’s a strong statement, I know. When you use terms that your prospects and clients may not understand, you risk confusing them. Or even worse – offending them. And…
READ MORE >
Are you serving individuals or are you serving families? There’s a huge difference! None of your clients’ financial lives exist in a vacuum. Your clients make decisions that impact others and vice versa. One top…
READ MORE >
There are two ways to be appropriately proactive for introductions: TODAY – I’m going to focus on Promoting Introductions. BUT before I give you some ways to do this, I want to make two preliminary points. 5 Ways…
READ MORE >
In our latest podcast (Episode #45), we shared a case study of how a successful firm overhauled it’s marketing approach – directed by Stephen Beach (Craft Impact). One strategy that has significantly increased their conversions…
READ MORE >
