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10 Gift Ideas for Female Advisory Clients

06

May 2019

10 Gift Ideas for Female Advisory Clients

Whether it’s her birthday, anniversary or Mother’s Day, giving a small gift to your female advisory clients ultimately helps advisors deepen relationships. The most important part of the process is to let her know you’re thinking of her. Therefore, here are 10 ideas for financial advisors that won’t get you into regulatory hot water, and are easy to purchase and distribute. 10 Gift Ideas for Female Advisory Clients   #1 – Virgin Olive Oil – Most affluent women understand that virgin olive oil is good for them and their family. #2 – Flavored Teas – Perhaps she doesn’t drink tea....

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Financial Advisor Marketing Plan Sample Targeting Small Business Owners

30

Mar 2019

Financial Advisor Marketing Plan Sample Targeting Small Business Owners

What follows is a financial advisor marketing plan sample targeting the small business owner niche. My example reflects the categories to define for any financial advisory niche. I’ve made this plan concise, since you’re likely short on time. In fact, you only need a one-to-two page marketing plan per niche. Anything more and it becomes impractical to implement for most advisory firms. Let’s get started. I cover picking a niche within a niche and then provide details for: value proposition, core message points, tone of voice, marketing and advertising channel selection, lead capture, client retention and client referrals. Niche Target...

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Powerful Word Combinations for the Financial Advice Industry

28

Feb 2019

Powerful Word Combinations for the Financial Advice Industry

To make more impact with your next financial blog, editorial, newsletter or social post, include some of these powerful word combinations. I’ve compiled this list from the past two weeks of my financial-related reading. I start with my favorites. Top 15 Favorite Word Combos   Delusional Forecast Messy Numbers Napkin Math Investor Whiplash Smart Money Revenue Intelligence Tempered Confidence Inevitable Reversals Baked In Moral Compass Hemorrhaging Customers Dead Money Bears Will Brag Sip, Don’t Swig Flood of Money   Here are 62 more word combinations in no particular order:   Dazzling Retirement Numbers Prune Unprofitable Customers Primary Pillars RELATED: 12-Month Calendar...

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7 Resources: Small Business Planning for the New Year

22

Dec 2018

7 Resources: Small Business Planning for the New Year

It’s time to start your small business planning for another 12 months. To help you, I’ve compiled seven business development and marketing planning resources. But first, I can’t stress enough the importance of this initial planning step: Before you undertake any new marketing initiatives in the coming year, I encourage you to review your business’ results from the past year. The key is to determine what activities from this year you’ll repeat in the coming year. Frankly, I recommend that you repeat at least 50 percent of your past marketing activities. Why? Because, more than likely, most of your prospects...

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How Young Male Financial Advisors Can Build Credibility with Older Female Clients

30

Sep 2018

How Young Male Financial Advisors Can Build Credibility with Older Female Clients

For young male financial advisors, a youthful appearance isn’t always an asset. Over the years, I’ve been to many financial services conferences. Most were hosted by an advisor’s broker-dealer, RIA or sponsor. Generally, I’d see two attendee demographics: old advisors and young advisors. Sure, there were others, but I didn’t notice them as much. When I’d see an older advisor, I’d think: I can’t hire him/her, they’re retiring before me. Then, I’d see a younger advisor and think: No way, I can’t hire a kid. Are you a kid? Of course not. But, understand what Gen X and other older...

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How to Compete with Large Companies

31

Aug 2018

How to Compete with Large Companies

Do you own or manage a small retail business? What would you do if a large corporation came to town and started offering most of what you sell? The large business probably has deeper pockets, enabling them to offer lower prices and a larger product selection. How do you compete with large companies? Here are 4 simple and affordable marketing ideas to help sustain your small business when Goliath sets up shop in your neighborhood. #1 – Piggyback onto a Powerful & Local Communication Network One of the most affordable ways to advertise your small business is to piggyback onto...

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How to Motivate Staff in a Hair Salon Including Hairstylists & Makeup Artists

19

Jun 2018

How to Motivate Staff in a Hair Salon Including Hairstylists & Makeup Artists

How to Motivate Staff in a Hair Salon One of the most common questions I receive from salon owners is: How do I motivate my hair salon staff? Frankly, there is no one answer. Yet, there is one key approach that’ll help motivate your staff of hairstylists, makeup artists and others. It’s this… Find your staff doing things right. In fact, I recommend setting up reminders to find each of your staff members doing things that positively impact salon growth. These conversations will not take additional time, since you’ll simply be replacing some of your stylists’ conversations with more (organized) positive feedback. Soundbite...

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