Javelin Marketing Blog

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 [...]

Here are six ways to keep your compliance department happy and still grow your business.
Seminars
You could do seminars with little hassle if you use your firms approved materials. However, I often hear from many reps that these materials get poor results but you can get good results even from even poor materials. Just [...]

Professionals in financial services often make the sales part harder than it need be. I have seen the following occurrence many times. You may recognize it:
A financial advisor tries a new system of generating business. Everything works well and they capture a few easy and profitable sales. The financial advisor thinks [...]