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We teach Financial Advisors how to become 'The Only Game In Town'
by mark little Filed Under: Uncategorized
by mark little Filed Under: Uncategorized
by mark little Filed Under: Uncategorized
by mark little Filed Under: Uncategorized
by mark little Filed Under: Uncategorized
by mark little Filed Under: Retaining Clients
Your browser does not support the video tag. As promised, here are the 6 items that Financial Advisors asked me to provide when I spoke live at Bill Bachrach’s recent Client Acquisition Mastery Dojo Workshop: The 3 Most Important Client Acquisition Skills… [click here] Here’s the free Course I promised you which outlines the 10 […]
by mark little Filed Under: Referral Marketing
Most Financial Advisors are confused about referral terminology and incorrectly describe many things as referrals which aren’t referrals at all. By using imprecise language things get confusing pretty quickly. Know this; there are six separate categories you need to clearly understand around this powerful concept known as referral marketing. The business objective is “being extraordinary” […]
by mark little Filed Under: Acquiring Clients
While the Lead Generation method we teach will have you interacting with lots of new people almost immediately, the most common question I get from Financial Advisors is, “How long will it take me to acquire my first Ideal Client using this method?” There are 4 variables that will determine the answer to that question. […]
by mark little Filed Under: Acquiring Clients Tagged With: External Referability, Internal Referability
by mark little Filed Under: Acquiring Clients Tagged With: Referrals, Unsolicited Client Referrals
While there are many successful client acquisition methods out there, none have a greater positive impact than focusing on Unsolicited Client Referrals (UCRs). As we discussed in my last post, UCRs occur when a client refers a potential client to you without any prompting on your part. The only way to receive Unsolicited Client Referrals […]