Helping Others

Helping Others

By Jon RandallChief Coaching Officer People are in need more than ever, and they need your services to help them. If you take the helping approach in your outreach with others in your referral methods and with your existing clients, to get connected with others, that...

Money Magnet Marketing: Events (Part 2)

In our last post, we looked at the traditional approach to marketing events and why it just doesn’t work. This week, we’re taking at look at the kinds of events that actually produce results … HOLD EVENTS YOU WILL ENJOY Most advisors view marketing...

Money Magnet Marketing: Events (Part 1)

Do you despise holding marketing events and asking for referrals? Probably. If you are like most advisors, you may find more joy in reading the last 10 pages of an investment prospectus than in building and executing a well thought-out marketing plan. Here’s why most...