If you’ve read Malcolm Gladwell’s book, The Tipping Point, you’ve learned about three different archetypes of people out there: Mavens Salespeople Connectors Mavens are the knowledge bases in life. They seem to have random trivia stuffed in every nook and every cranny of their brain and are happy to share anything with you. These are… Read more »
Mailing List Tips: Identify Your Connectors
10 Ways Financial Advisors Use Additional Copies for New Business
Additional copies are great to have on hand in many situations. Here are some ideas you may not have thought about yet: Clients 1. No matter how perfect your mailing list is, there are always a few clients you forget to include. Send them an additional copy, and if it makes sense, add them to your… Read more »
How Financial Advisors Can Connect with the Next Generation
Updated September 2023 “A good hockey player plays where the puck is. A great hockey player plays where the puck is going to be.” – Wayne Gretzky, former professional ice hockey player and head coach There’s a great business lesson for financial advisors hidden within Gretzky’s words that are especially relevant given the tremendous wealth… Read more »
A Beginner’s Guide to Target Marketing for Real Estate Agents
Updated August 2022 Target marketing isn’t easy, which is why so many businesses contract with advertising agencies and consulting firms to figure out how to do it. Even so, the principle is fairly simple—determine who your ideal client is (your client avatar) and craft messages that strongly connect with what they need, want, and believe…. Read more »
Celebrate Childhood with ALM67
Connecting with your recipients has never felt so nostalgic. With Issue 67 of American Lifestyle magazine, you’ll inspire their inner child by sharing your support for the creative arts and Pediatric Cancer Research at The Children’s Hospital of Philadelphia. Skip the Mantel The Children’s Edition hits homes right in the heart of the season for giving, and… Read more »
A Unique and Creative Client Holiday Gift (with Benefits for You)
With the holiday season fast approaching, there’s no better time than right now to start thinking about how you’re going to boost your visibility during the holidays. ’Tis the season for greeting cards, fruit baskets, and holiday parties—yet standing out from the crowd means thinking outside the box and putting your own creative spin on your… Read more »
How to Track Print Ads in Google Analytics
Google Analytics is a great tool for tracking your online marketing efforts. But what about when your ads aren’t online? Here’s a nifty trick for that. Google Analytics can be a great tool to improve your marketing efforts. It can show you where your visitors are coming from and what they do while they’re on… Read more »
How to Segment Your Client List for More Effective Follow-Ups
To make following up with clients more personal and manageable, segment your list into targeted groups Bob knows that following up with his clients is vital to generating repeat business and referrals. So he creates a slick new mailer, excitedly sends it out to all his clients, and waits for the phone to ring …. Read more »
How to Stand Out at Your Next Listing Appointment
Are you tired of walking away from listing appointments with nothing to show for it? If so, you’re not alone. A few years back, the National Association of Realtors published research stating that 93 percent of all homes were sold by just 7 percent of agents nationwide. That leaves a lot of competition for the… Read more »
How to Develop a Sales Pitch that is Worthy of “Shark Tank”
Contestants on the show “Shark Tank” face enormous pressure. They have one shot to convince the sharks to invest in their business. That pitch is the difference between gaining tens or even hundreds of thousands of dollars or walking away empty-handed. Not only does it make for riveting television, but it also provides a barometer… Read more »
How to Develop a Compelling Value Proposition
A while back we wrote about the importance of defining your What? How? Why? If you haven’t done that yet, go back and read the article for some practical tips. It’s an important concept to guide all your marketing efforts. A firm understanding of your What? How? Why? will help you turn possibilities into leads,… Read more »
Why Waiting for Referrals Doesn’t Work
Many people who rely on referrals for business are deluding themselves. And it’s costing them. Here’s how they view the referral process: You do a great job for clients. > They enthusiastically tell all their friends and colleagues. > The referrals come pouring in. Here’s what really happens: You do a great job for clients…. Read more »
