Who, What, Where, When – of Seminar Marketing for Financial Advisors

Alright – there is a lot of bad info out there on these topics.  If you want to have some success with seminars you’ve got to get this right.  Because if you screw it up, it doesn’t matter what kind of invite you send and how killer your presentation is.  So let’s get this going on the right foot.

Who:

After doing seminars for years, I sometimes take for granted the basics – like who to invite to seminars.  For whatever reason though, no matter how simple this seems to me, advisors are always screwing this up.  Others could just use a little tweaking.  In any event, here’s how we get people to seminars and why it works.

(read more)

An Introduction to AdvisorControl.com

Advisor Control was born of equal parts inspiration and frustration: inspiration to share experiences with marketing, building a successful financial advisory practice, creating killer investment portfolios, and automating the business to the extent you gain complete control of your life; and frustration with the torrent of conflicting advice and common questions I see absolutely everywhere.

It’s time to centralize the conversation and share both the experiences and resources needed to make a killing while truly helping clients and aggressively reclaiming your time.

It’s important we start by defining our end-game: ultra mobility, business automation, and complete financial freedom.

(read more)

Page 10 of 10« First...678910