Category: Target Marketing

PART II – My last blog created such a stir that I’ve decided to add a little more “meat onto the bone” so to speak (apologies to vegetarians. I used to be one many years…

[The following is drawn from my recent interview with Michael Kitces for my Top Advisor Podcast – Keep an eye out for the release of this episode in September.] Let’s face it: in an era…

Staying in touch with your clients – in a meaningful way – provides you with at least 4 primary benefits: Thoughtful, proactive communication shows your clients that you’re thinking about them, watching out for their…

The wider the marketing net you cast, the less relevant and effective your messaging becomes. Standing out and attracting the right clients can feel like an uphill battle. Many advisors resort to casting a wide…

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…

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….

Are you asking enough of the right questions? Asking questions and listening well, will… Below is a BIG LIST of questions for you to consider asking your prospects and clients. But probably NOT in one sitting! This is…

The trend is clear. More and more advisors are finding value in narrowing their focus to target a well-defined niche or target market. Here are the results of an unscientific LinkedIn poll I conducted recently… Benefits of Focusing…