For financial advisors, referrals are—and will probably always be—the primary method of generating new business. It seems like every business blogger out there has the best, top, greatest, or most unique ideas for generating referrals. Even so, regardless of the specific tactic you might use, to capitalize on the referral market, there are only two… Read more »
10 Crazy-Effective Ways Financial Advisors Can Get Referrals
Thank You for 10 Successful Years of American Lifestyle
We celebrated the ten-year anniversary of American Lifestyle magazine last month. First and foremost, thank you. We would never have reached this milestone without you, our loyal customers, and your shared belief in the power of repeat and referral business. When we sent out the first American Lifestyle magazine, I could not have dreamed of… Read more »
3 No-Pressure Ways to Develop Relationships with Your Center of Influence
As most financial advisors know, referrals are quite possibly the most effective way to attract new clients. Many (smart) advisors have realized that generating referrals comes easier when you have developed a relationship with a referral source or center of influence (COI), but many fall short in understanding the best methods to begin a working… Read more »
3 Things Every Agent’s Marketing Plan Needs
Updated October 2023 We’re guessing that if you’ve found this blog post, you likely already know a thing or two about marketing plans, but you’d like to get a few pieces of advice to take your plan to the next level. As such, you probably already understand the many benefits that come from mapping out… Read more »
The Power of Print: How Traditional Media Impacts Modern Marketing
To borrow a phrase from Mark Twain, “The reports of print’s death are greatly exaggerated.” The speculation that print is a dying medium has been bouncing around since the rapid surge in the rise of the internet and social media sites. And while online marketing channels do make up a growing portion of the marketing… Read more »
How to Grow Your Business by Spending Less on Client Acquisition
Are you investing enough in client retention? You may think you are, but if you’re like most of your peers, the real answer is no. Client acquisition gets the lion’s share of nearly every marketing budget. After all, new clients bring in new revenue. But research shows that client retention actually delivers better return on… Read more »
3 Tactics For Better Client Follow-Up Calls
Have you ever had trouble finding something that’s right in front of you? Businesses often have this same problem. They search high and low for new business, trying every new marketing fad that comes along. Yet the best source for new business is usually clients they already have. Why? Because the probability of selling to… Read more »
Start Your 2016 Marketing Plan with Issue 74 of American Lifestyle Magazine
The new year is just around the corner, and you know what that means: resolutions. Your clients are probably already promising themselves to eat better or exercise more. And maybe your marketing resolution is to stay in better touch with your clients to attract more repeat business and referrals. Issue 74 of American Lifestyle magazine… Read more »
Lead Generation vs. Lead Cultivation
In the real estate world, there seems to be a whole secondary industry devoted to selling agents leads. The lead game is no joke, and if agents want to keep their pipelines full, they always have to keep an eye on the next sale. But having an eye to the future doesn’t mean you have… Read more »
How Financial Advisors Can Utilize Email Marketing
Emailing clients is an effective touchpoint for advisors to stay top of mind with their clients. Not only will it help to improve client awareness, but it can also result in increased business. However, when utilizing e-mail marketing, you need to be mindful of the content, structure, and consistency of your e-mails. Selecting content. When… Read more »
How to Use Your Personally Branded Magazine to Network with Local Businesses
Local business are extremely valuable hubs of activity that real estate agents often overlook as lead sources. As a real estate agent, you want to do everything you can to become industry synonymous in your area. When people think real estate, the next thing you want them to think about is you. Build up your… Read more »
How to Make Your Open House Stand Out
For real estate agents, open houses can either be hit or miss. A successful open house relies heavily on being able to entice people to come through the door, once they’re inside, the house will speak for itself. However, just a few creative touches will have people lining up at the door, eager to see… Read more »
