Category: Financial Advisor Marketing

If you are frustrated by marketing failures, or feel like you are throwing away money on marketing that doesn’t work, here are the reasons why.

Use your out-of-office response as a way to make people laugh; it conveys positive energy. Why does your out-of-office message matter? Every touch you have with

Here’s how to handle a financial planning fee objection. Don’t get talked down – follow these steps! Financial planning fees can be hard to justify

Question from a subscriber: “I recently wrote a book. How do I get people to buy a copy?” Selling a book online is no joke. Here

Question from a subscriber: “I want to get more press appearances, but every PR firm I talk to wants to charge me $3,000 a month with

Question from a subscriber: “My broker dealer (wirehouse, insurance home office, etc.) provides me with free marketing content. Should I take it or not?” No.

Question from a subscriber: “I’ve been giving seminars the local library. How do I get people to book an appointment with me at the end?”