17 March 2013

Financial Advisor Tips: Getting Caught with Your Links Down?

2022-08-07T17:42:48-04:00March 17th, 2013|Website Development|0 Comments

©2013 123RF Stock Photos How annoying is it to go to a website, click a link and end up on an error page? Yeah, my website is guilty of this sometimes, too. I've done two things to fix this vexing problem:a) My web master set up a site map to appear instead of an error page. If a link is broken or has changed, my website visitors get my site map (a menu listing the main web pages on my sites) and information on finding what they're looking for. You can go directly to b) We use a no-cost link checker called Xenu to zip through all my websites and easily let it scour for broken

Read More
28 February 2013

Financial Advisor Tactical Tips: Sign Up for SUCCESS

2022-08-07T17:42:49-04:00February 28th, 2013|To Be Catagorized, Writing Articles|0 Comments

3. Sign Up for SUCCESS As a financial advisor, chances are you read a lot of books, websites, and magazines about your industry. That's important, but not enough for you personally. I recommend subscribing to SUCCESS Magazine. The magazine articles look at success the best way and only way, in my opinion -- holistically. It includes both personal and business development tips and tools that will enlighten and inspire you. Topics include goal setting, marriage, leadership, life balance, giving back and more. Plus you'll receive an audio CD each month on a topic that revolves around being successful. Action Register now for SUCCESS Magazine at a deep discount off the retail price. Listen to the CD

Read More
9 January 2013

Webinar online: Marketing Smarter: 6 Steps to A Profitable Client Base

2022-08-07T17:42:51-04:00January 9th, 2013|Niching & Attracting Ideal Clients, Trainings - Podcast/Webinars|4 Comments

Thank you for your interest in the presentation.  The presentation is over but you and/or your colleagues can view it below. Here's what we covered: Overview Are you seeing a clear ROI on your marketing, networking, and seminar efforts? The most successful financial advisors use niche marketing to stand out from the crowd. Before you change your marketing strategy, however, you must 1) learn the difference between niches and ideal clients, 2) create an ideal client profile, and 3) determine the best ways to market. Discover the simple secrets of marketing with niches and ideal client profiles before you waste your time and money on strategies that don’t work. Today, decide to work with high-quality clients who value

Read More
1 January 2013

Free Webinar For Financial Advisors — 6 Steps to a More Profitable Client Base

2022-08-07T17:42:51-04:00January 1st, 2013|Niching & Attracting Ideal Clients, Trainings - Podcast/Webinars|3 Comments

Now available to watch online. Overview Are you seeing a clear ROI on your marketing, networking, and seminar efforts? The most successful financial advisors use niche marketing to stand out from the crowd. Before you change your marketing strategy, however, you must 1) learn the difference between niches and ideal clients, 2) create an ideal client profile, and 3) determine the best ways to market. Discover the simple secrets of marketing with niches and ideal client profiles before you waste your time and money on strategies that don’t work. Today, decide to work with high-quality clients who value your services and the expertise you bring to the table. Attend this workshop and we’ll show you how.

Read More
29 December 2012

Financial Advisors: Do you have a niched website I can use as an example?

2022-08-07T17:42:52-04:00December 29th, 2012|Niching & Attracting Ideal Clients|1 Comment

Recently, I wrote an article, actually a list, .  Amazingly...a) I didn’t intend to write an article   b) as many have told me, the article can be used by those who are not in the financial industry, too.  (very true) But when I went to the web to look for such a list --- there was none!  Amazing.  Why?  Because, years ago, when I tried to learn the “history” of creating niches and ideal clients, the closest I came to finding the origin was mentioned on a website that the concept may have been started in the financial sector. Strange you might think, but maybe you remember the time (or maybe you don’t!! ) when you banked

Read More
Female Financial Advisor Coach
Go to Top