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Marketing & Advertising

The 21st Century Producer

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The industry is changing whether you like it or not. Everything is done online nowadays. Consumers want their products right now. And they want them at their fingertips. Speed and convenience is the name of the game. Today, producers must change with the industry. If you don’t, you’ll go extinct. I’ve heard from hundreds of producers wondering how they can …

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23 Tools to Build Your Brand

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Trashing the branding process has reached star status as critics dismiss it as passé in a digital environment. Who wants the “behind the times” label? However, it’s interesting that those throwing the rocks at branding come prepared with replacement methods that they want to sell us. Because branding is how people experience a company and its products, don’t fall for …

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Take Your Business to the Next Level with Referrals

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As consumers, we have so much choice in the marketplace, and marketing efforts don’t always effectively convince us to buy. The one type of “marketing” that holds the most sway over any decision we make is the enthusiastic referral of someone we know. The same is true for financial advisors. Prospective clients have a lot of choice, but a referral …

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Internet Prospecting

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In my last article, I talked about the importance of creating an online presence. Specifically, the focus was on personal websites, which today have become even more important than a business card. Think about it. Potential customers utilize the internet every day whether it’s for social interaction, shouting their thoughts to the world, or researching goods and services. They come …

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Get the Most Out of Networking Events

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Even though I speak to groups of financial professionals ranging from 20 people to 5,000 strong, I’m a pretty shy person when it comes to networking events. Over the years, I have learned to get pretty good at these types of business-building events. In this article, I’d like to tell you what I’ve learned, so you can turn networking events …

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10 Signs You’re Not Cut Out To Be An Entrepreneur

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Thinking about starting your own business? Beware! Below are 10 signs that you just may not be cut out to be an entrepreneur. 10. You can’t stand the heat. Before you jump into self-employment, make sure you’re very comfortable being uncomfortable. Every day, you’ll need to try something new for the first time. You have to be ready to put …

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Go Online and Get More Clients

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What are you waiting for?Go online! That’s the simplest piece of advice I can offer to any business person who wants to be successful. If you have established your business and it is trudging along nicely, the next step you can take to give it a boost is creating a website that produces the desired results. However, it is easier …

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Websites Are the New Business Card

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Even after the social media boom of Facebook, Twitter, YouTube, and others, many of today’s producers still aren’t using any kind of social media strategies to gain leads. In the modern world, everything is done online. As I’ve said before, websites are the new business cards. At the very least, every producer should have their own website, even if they …

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We Are Our Presentations

We Are Our Presentations

The goal of every presentation is to successfully influence how listeners will think or act. That said, few presentations make the cut. Although many treat presentations rather casually, every one counts and each one is equally important. And here’s why: we are our presentations. We’re the one on stage, and we’re judged by our listeners not only on what we …

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Storytelling: A Must-Have Tool for Financial Advisors

Storytelling: A Must-Have Tool for Financial Advisors

Our modern day methods of communication value fast, short, and information-rich conversations. With the rise of social media and texting as key ways to communicate information, conversations seem to be abbreviated. But, it hasn’t always been this way. For thousands of years, long before we had mobile devices or even the printed page, communicators have relied on one key tool …

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