How many times have you stopped using an idea that worked well? Don’t feel
bad, most advisors do it all the time. The power of repetition can get
boring. However, we eventually come back to what works.
sometimes a difficult measure because results can come down the road after
months or years of trying. How long did it take for you to land your
largest client. The persistent advisor knows that the best clients did not
make decisions quickly, rather they need enough comfort to make a
What is enough comfort? Great question, why don’t you ask your
top clients what it was that eventually made them decide to join you and
you will have incredible insight towards
your marketing strategies. This will tell you what works and what doesn’t.
As an advisor I cannot tell you what works for your biggest clients,
rather do your market research and gather you result. Maybe it was from a
couple of seminars. Could it be that it was from more than one client
referring your name to them, or finally it was that they found you had the
systematic planning and teamwork approach that they were looking for. You
won’t know until you ask.
Now if you were to have 10 or 12 more clients
like your top ones, would you not be having your best year in the
Define your job:
Schedule time to make the calls
Run your business like a
Help people who want to be helped
What can you do for your
Practice what you
Re-invest 10-15% of your gross income back into your business to make it
Take time off
Be persistent- the 5 touch rule in marketing
Nick Murray - What do you believe in?
Success leaves clues !
Copyright 2003 By: Jay Conrad Levinson and Grant W. Hicks, C.I.M - Co-author of "Guerrilla
Marketing For Financial Advisors
", Trafford Publishing 2003.
You may use these articles in your
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information at the bottom, including the link to our web
site and inform us where it is being used as well as sending us a copy of
Always check with
your compliance office and or branch manager before implementing any
marketing idea. The information does not constitute a recommendation for
the sale or purchase of any securities or insurance.