Archive for January, 2009

Is your business down? It’s not about the market.

~ Wednesday, January 21st, 2009

In the last 12 months, the world has changed a lot.  Has your business changed or has your approach remained the same even when your prospects have different concerns?  This is the Achilles heel of most financial advisors—as the world changes and prospects have different concerns, advisors continue to:

Sell the same things
Say the same things
Do [...]

Javelin Marketing: Free Downloads for Financial Advisors

~ Wednesday, January 21st, 2009

We have a number of free and useful items for any financial professional who seeks to attract clients and grow their business. These items are listed and updated each week at our blog Javelin Marketing Downloads.
Here is a list of items available now.  When you get to the blog, you can subscribe so that you [...]

Use Seminar Marketing to Boost Sales 500%

~ Friday, January 16th, 2009

The most underutilized marketing method by financial advisors is seminar marketing. While you may think that most financial advisors use seminar marketing, very few do. And those who do, use seminars incorrectly.
Most financial advisors “close” one new client at a time. Do you go to the bowling alley to knock down one pin at a [...]

Why You Must be a Registered Investment Adviser to Survive

~ Wednesday, January 14th, 2009

Over the years, financial services professionals have gotten a little too hung up on the issues of fees vs. commissions.
Its not the way you charge that attracts clients.  Hopefully, they are attracted by your competence and rapport.  What is important is that you are able to help people in the way they would like to [...]

Increase Your Income–But No need to Sell MORE

~ Thursday, January 8th, 2009

Years ago a colleague asked me how I sold more than he did.  I told him I did not sell more, I sold faster.
Most financial professionals, when seeking to increase their income look to increase the numerator of this fraction: 
Sales/Time
For example, if you generate $100,000 per year, you think about ways to increase that to $200,000 [...]