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Posts Tagged ‘Client marketing’

Five steps you must take if you want to DOUBLE your production

Do you want to grow your business?  Do you dream of a DOUBLE?  Then there are five steps you must take. In all my decades of helping advisors grow, just about every advisor who ever completed a double (most within 2-3 years) did AT LEAST three of these five things.   And I’m going to cover them. . . Read More

A Simple Way to Stand Out from other Financial Advisors

The importance of dripping For decades, I have coached financial advisors to send a letter to their clients and prospects every month on a topic of interest to them.  This is called “dripping,” and it’s key to: Client retention Business now New assets New clients There are many reasons why dripping is effective at all. . . Read More

How this FA raises $5M in new AUM every year from clients alone

This FA Raises $5M in New AUM Every Year from Clients Alone Learn the client marketing strategy of a million-dollar producer! The man to your left is Ray Dunlap – and he’s someone you really should listen to.  Ray is a CFP in Georgia with over $100M in AUM.  Last year, he reached an elite. . . Read More

How to find $500,000 in new client assets every week

On Thursday, October 19th, I hosted a webinar on how to find $500,000 in new client assets every week.   If you missed it, you can listen to the recording here.   Why did I a host a webinar on this topic?  Because most financial advisors think they control most of their clients’ assets.  But here’s the. . . Read More

How to Find More Money in Your Book

If you’re like most financial advisors, you would love to find more money in your book, wouldn’t you?   You can by taking what call the Find the Money Challenge.   How to Find More Money in Your Book For years, I’ve taught advisors that you can always find more money in your book.  No matter who you are. . . Read More

Best Practices for Financial Advisors: Contact Strategy

Continuing our series on “Best Practices for Financial Advisors,” this post centers on something all FAs should have: a Client Contact Strategy.   Numerous studies have shown that one of the biggest complaints most clients have is that they don’t hear from their financial advisor enough.  That’s important, because the number one reason clients leave their advisor. . . Read More