Wealth Strategies Journal

Do More, Better, Faster

Category: Marketing

The Marketing Budget of An Elite Financial Advisor

Matt Oechsli writes about how the marketing budget of elite financial advisors breaks down.  His article begins as follows:

Every elite financial advisor at some point has been a low-revenue advisor. However, we’ve witnessed financial advisors, through a focused commitment of energy and resources, attain elite status in a relatively

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Being a Good Networker

Networking brings not only contacts but also investment and business in the future. Being a good networker first means to be shameless, and to get attention from people by praising them or by discovering similar interests or experiences. A second step is to speak out the right things, even about … Continue reading

Facebook Chief Values Mistakes

Mark Zuckerberg, founder and chief executive of Facebook, addressed public questions at his second town hall meeting in Menlo Park, California, among which was his conception of making mistakes. He values mistakes as he said: “If you’re successful, most of the things you’ve done were wrong.” He also thought important … Continue reading

A Simple and Successful Marketing Strategy

Maribeth Kuzmeski suggests a simple way to obtain “marketing insurance,” which is her term for an easy and effective marketing strategy. She urges attorneys to determine the most regular source of new clients, create a handful of outreach efforts to attract that source of clientele, and make consistent progress every week.… Continue reading

How Loyal Are Your Clients?

John L. Evans, Executive Director of Janus Labs Consulting, writes on WealthManagement.com that for financial advisors who go beyond poor customer service, making the commitment to systematically create extraordinary client experiences – in short, to WOW clients – the payoff can be extreme client loyalty. The depth of loyalty results … Continue reading

14 Very Effective Communication Skills

Advanced Life Skills reports that statistics point to the fact that approximately 85% percent of our success in life is directly attributable to our communication skills. That means that no matter how ambitious, how committed, or how highly educated someone is, they still have a low probability of success unless they develop … Continue reading

Facebook 101: How to Understand and Tweak Your News Feed – Digits – WSJ

The Wall Street Journal includes an article that discusses how to understand and tweak your Facebook newsfeed.   As social media becomes more important to marketing, this is relevant to professionals.  The article is located here Facebook 101: How to Understand and Tweak Your News Feed – Digits – WSJContinue reading

Customer Service Or Whatever

Keith Lee writes, at Above the Law, about customer service, noting “(i)t doesn’t matter if you’re cutting lawns, washing cars, or scrubbing toilets – I’ve done all three – you have to take pride in what you do. It communicates volumes to clients. This is doubly true if you are … Continue reading

Why being too busy will kill your prospecting efforts

Kim Magdalein writes that being too busy hurts your marketing.  Specifically, he writes “(h)ow many of us are blindly speeding along and missing opportunities that are available? Some producers are so busy working that they overlook prospects. Paying attention to our world around us can lead to great opportunities. However, … Continue reading

5 secrets of a top-performing advisor

The National Underwriter reports on five secrets of a top performing advisor, which are as follows:

  1. Have a vision of success.
  2. Create a written strategy to realize your vision.
  3. Understand the metrics of your business.
  4. Know your target market.
  5. Have a compelling value proposition.

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4 more tips to grow your business | LifeHealthPro

Berny Dohrmann’s column, The Lead, gives  four more essential tips for shaping a good idea into a great business:

  1. Real wealth includes benefitting others.
  2. As you grow your network, your network will grow you.
  3. Nothing will grow you more than growing your dreams.
  4. Competition slows everything down.

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