Well….I guess we’ll just continue to ride this train until the tracks end!
I hear a lot of advisors using analogies with clients to help them understand this “window” of opportunity we have right now:
Trains losing tracks, Texting and driving, and one of my old favorites “the woman walking the dog.” They are working!
Sometimes it takes simple analogies to explain the complex or to step back and look at the big picture.
Make sure to check out the “Texting and Driving” analogy from Jason – It’s gold!
Here are your Quick Hits:
How the Affluent Search for Financial Advisors – Oechsli
- Everyone knows the #1 way they do is from referral, but #2….Google.
- How is your website ranking these days?
- If you google “Financial Advisor in (your city or town)” are you near the top?
- Couple quick ways to increase your rankings.
- Register your business with Google – Including ALL google companies
- Make sure your company info is correct with google and google maps
- Create a Youtube page (google owns YouTube BTW)
- Register your business with local media
- Run Specific google key word ads for “financial advisor Topeka” for example.
- Schedule a time on my calendar if you want to dive deeper here.
Marketwatch: AN extreme August might be telling us something
- August marked the best month for the S&P 500 since 1986!
- “At first glance, August strength plays well into Donald Trump’s re-election — in the three months prior to November elections, positive S&P 500 returns have accompanied incumbent party presidential victories 85.7% of the time,”
Morgan Stanley: Public to Private Equity: Long Term Look
Texting and Driving Analogy to use in webinars and Seminars RIGHT NOW!
- Jason is closing 50% consistently on his webinars using this analogy
- It creates urgency to taking action right now and not waiting for the next volatile market.
Election 2020 – Tool Kit
1. Consumer-Facing Materials:
a. PowerPoint: Decision 2020 – Are Your Finances Ready?
c. TV Spot (reach out to the TV team)
d. Radio Spot (reach out to the Radio team)
e. Whitepapers:
i. Will the Election Rattle Your Retirement
ii. Prediction Impossible: How an Election Could Impact Your Retirement
2. Facebook Campaigns: Talk with your creative Account Manager to get set up
- Each Facebook campaign has the following assets:
- 3 sets of FB ads with 3 sets of short-form copy
- 5 text-only email drips that are triggered once you opt in to download the lead magnet
- Landing page, Thank you Page, and a Lead Magnet
- TV Spots
- Radio Spots
- Will the Election Rattle Your Retirement:
- Prediction Impossible: How an Election Could Impact Your Retirement
Morningstar: Retirement Readiness Checklist
- Assess your in-retirement income needs: One common rule of thumb for that job is the 80% rule–that is, in retirement, you’ll need to replace about 80% of your working income.
- If Social Security and/or a pension will supply you with less income than you need for basic expenses–housing, food, utilities, and insurance, for example–an annuity may be appropriate. Annuities can be another source of lifetime income
Helping you Help Others!
