Javelin Marketing Blog

Think about Tiger Woods. If he practices just his putting and gets really great, does that assure him of a win? To be a great golfer, it won’t help him to rank a “10” in putting but only a “7” in drives, fairway shots and chip shots. To be great, he must be strong all [...]

I see financial advisors who lose accounts and these losses are avoidable in most cases.
Even if you lose 5 accounts a year which could be avoided, that’s an additional 50 accounts you would have at the end of 10 years plus their referrals and their kids accounts, etc. In other words, knowing how to stop [...]

If you don’t have an aggressive financial advisor marketing plan to keep clients, you will lose them.
In the past, marketing plans were all about how to get clients. But now, there are several factors which force you to focus on client retention or else they will say “bye bye.” The factors are:

The level of trust [...]