Financial advisors usually don’t have success with shotgun marketing. Their service is hyper-specialized, and ideal clients need to meet a long list of criteria. The most important piece of criteria for prospects is that they have a high net worth. FAs want to fall into the good graces of wealthy people, and spending time in… Read more »
How Joining Clubs Help Financial Advisors Attract Clients
10 Lucrative Client Events Financial Professionals Can Use to Grow Their Businesses
If you’re wondering how financial advisors get prospects, it’s by optimizing existing relationships. Client events will strengthen your existing connections, encourage clients to introduce you to new leads, and allow your guests to get to know, like, and trust you. If you manage personal investments and want to attract new clients, then you’re going to… Read more »
Ep 74: Interview with Ricky Carruth: The Client-Driven Path to Success
Ricky Carruth is the number one RE/MAX agent in Alabama, as well as the author of two books: List to Last: How to Survive Every Real Estate Market Crash, and Zero to Diamond: Become a Million Dollar Real Estate Agent. Zero to Diamond is also the name of his free real estate coaching company,… Read more »
ReminderMedia Employees Crush Goal for the 2012 Philabundance Food Drive
ReminderMedia Donates over $4,000 in Food and Cash to Local Philabundance Food Bank This Holiday Season For the second consecutive year, ReminderMedia organized a company-sponsored food drive in support of Philabundance, the largest hunger relief organization in the region. With last year’s impressive donation nearing 1,000 pounds of food, the ReminderMedia team set out to… Read more »
Top 10 Recipe Videos to Share with Your Clients
It can be tough work keeping your social media followers engaged. Whichever platforms you’re using to promote your business, the odds are high that your clients and prospects are already wading through dozens of posts from their friends, family, and other businesses. With so much happening at once, it can be difficult for you to… Read more »
Ep. 193: The Two-Finger Follow-Up System with Jared James
The 3 Most Important Sales Skills Needed to be an Entrepreneur This week’s Stay Paid guest is entrepreneur Jared James. Jared owns the third largest coaching and training company in North America. He also owns a successful SaaS company and a marketing company. While speaking about being an entrepreneur, Jared says, “Visibility is what… Read more »
Ep. 212: How to Identify Your Ideal Client
3 Ways of Finding Your Ideal Client The ability to find a customer, sell your product or service to that customer, and satisfy the customer so that he buys from you again should be the central focus of all entrepreneurial activity. The greater clarity you have with regard to your ideal customer, the more… Read more »
Ep. 151: Jay Baer – NYT Best-Selling Author Jay Baer on Why Sales Is About Help, Not Hype
Talk about turning marketing on its head!! Jay Baer preaches Youtility. In short, Jay wants you to give away what you know. For free. The key to getting attention, demonstrating goodwill, building trust, developing a reputation, and eventually earning back all the good things you’ve done in the form of profitable business, is by… Read more »
Ep. 154: Keith Gregg – How This CEO Built His Business on Partnerships
Generosity + Empathy + Gratitude = Entrepreneurial Success This equation might strike you as a solution to humanity’s shortcomings, but entrepreneurial success? No so much. Unless you’re Keith Gregg. Key Points The biggest lead-generating opportunity for financial advisors is to provide compassion and empathy to those who aren’t getting it from their current advisor…. Read more »
Ep. 209: Don’t be famous. Be MicroFamous.
The Real Power of Podcasts Matt Johnson runs a San Diego-based production agency that creates ready-to-launch podcasts for business coaches, consultants, and thought leaders. His job is to make sure his clients connect with the right audience, build influence, and become MicroFamous (which is also the name of his book and podcast). And during this… Read more »
Ep. 213: How to Scale Your Business with Joey Gilkey
How to Build Sales Operations for Small Businesses You’re a small business owner, but you have dreams of scaling your business into a serious money maker, one where the gross profit line includes eight zeros. Of course, this means increasing your sales revenue, which naturally leads you to consider finding, hiring, and training more… Read more »
ReminderMedia’s Fight for a Cure
With breast cancer’s long reaching tentacles, it’s almost impossible not to know someone who has been impacted by this relentless disease. For the third year, we’ve taken the initiative to honor National Breast Cancer month by raising awareness and funds for the cause. This year, we’ve partnered with the Breast Cancer Research Foundation, and are… Read more »
