Javelin Marketing Blog

The worst idea you can have is to think you can’t do business during the holidays, that financial services marketing is dead. The gentleman who brought me into the business as a stockbroker was a huge success. On the last trading day of December one year, his trades accounted for 4% of the New York [...]

As you already know, your clients don’t understand much about the markets or how the economy works.  Neither do most financial advisors.  You can pass the series 7 exam and have no more understanding of finance than when interest rates rise, bond values fall.   So it may be helpful if we all know what is [...]

Obtaining Professional Referrals — Beyond CPAs and Attorneys
From the day you started in this business, you probably heard that your best prospecting system is referrals. Referrals may be the producer’s best source for new clients, but how do you get more high quality referrals than your existing clients can provide?
The best way to gain additional high quality referrals [...]

 
It amazes me that most financial advisors go through their career saying the same things as their competition, selling the same products an services and never setting themselves apart. Why would any client come to you if you are not different than your competition? If you don’t have an answer, it may be why your [...]