Posts Tagged ‘financial advisors’
Quick Hits: Uncertainty Kills | Best of The Best | 8 Myths
With the S&P down %7+ YTD, it’s more proof of the saying “Markets Hate Uncertainty.” The markets don’t care if things are good or bad. If they are bad, at least we know things are bad and certain business will do well to uphold the markets. Case in point: we’ve had a nice run through…
Read MoreQuick Hits: Buffett Concern | 1.2M Whoopsy | Phone Scripts
Markets up, Vaccines up, states are opening up, live events are up! …feels good to be on the up and up am I right?! What’s next? The one thing we can be positive of is taxes are going to be up too. Now is the time to market and help your clients prepare for the…
Read MoreQuick Hits: Anxiety | Equity Pyramid | 2020 Rewind
We made it! Yes, the last month of 2020! While 2020 threw a couple jabs and maybe even a couple hooks that connected on our jaw, we are still standing and here at AE we are ready to send a few quick jabs right out off the bell of 2021!! We have a lot of…
Read MoreQuick Hits: Thanksgiving Pain | Turn-key Resources | Next Level Skittles Chart
Thanksgiving is one of my favorite holidays. There isn’t another day in the year that is dedicated to just say “Thank you.” Not thank you FOR (blank)… Just “Thank you.” It’s also generic, which allows us run in any direction we want to give thanks for or whoever we want to thank. One of my…
Read MoreAre your noodles naked?
The first thing high net worth clients notice about you is 🔁 synergy! Are your noodles naked? 🍝 Do your brochures and collateral scream professionalism? More importantly… Does everything your prospects see, hear and touch all have the same look? Are all your marketing funnels talking with one another? If not, your marketing noodles are naked! There is…
Read MoreQuick Hits: Analogies :: Election Tools :: Extreme August
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…
Read MoreEver wonder what planning software the top advisors use to make more sales?
It’s been around forever… It’s called Perception Everything you sell as a financial advisor is future based.Have you noticed that? All your products from mutual funds, to annuities, to stocks, to an all weather portfolio are all selling what you can do for them in the future. If you sell how the software or funds…
Read MoreWhat does all GOOD marketing 📢 have in common?!
Especially for financial advisors? All too often your prospects do NOT know or remember what you are giving to them. Do you remember what Jeb Bush’s campaign slogan was? Right, because it wasn’t memorable. BTW… It was “Jeb!” – Real Creative! What is the value that you bring? What can you do for me? Tell…
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