There is no single silver bullet that will be the answer to your financial advisor marketing issues
Book 1: Why most financial advisory practices CANNOT grow and how to remove this roadblock
This first ebook in the series explains why your growth in the early years was fine, but then invariably plateaued. After working with large numbers of advisers it became very clear that there was ONE stand out reason for this. When you read it, it will appear to be counter-intuitive.
This is because we all know that financial services is a numbers game in terms of activity, but most focus on the WRONG NUMBERS! As soon as this is understood, growth can be swift.
This first ebook in the series explains why your growth in the early years was fine, but then invariably plateaued. After working with large numbers of advisers it became very clear that there was ONE stand out reason for this. When you read it, it will appear to be counter-intuitive.
This is because we all know that financial services is a numbers game in terms of activity, but most focus on the WRONG NUMBERS! As soon as this is understood, growth can be swift.
Book 2: Why your choice of BRAND is so critical to your success
Many financial services practices trade under obscure brands that require a of of explanation. Is it wise to use your location such as "City Financial Services"? What about your name, such as "Peter Jones Insurance"? How about being a member of a larger group? Your decision on your brand can make a surprisingly SUBSTANTIAL difference to client's perception of your abilities and expertise.
This book explains how.
This book explains how.
Book 3: Why most marketing and prospecting doesn’t work!
This book covers which ones not to waste your time on and the proven
ones to concentrate on. Many advisers waste considerable amounts of time on activities that offer a diminishing return. This book goes through the good and the bad, based on what works. It is not theoretical, it is based on observed activities, why they work and how to put them in place. This book alone could save you tens of thousands in otherwise wasted marketing dollars and and a similar amount in new revenue!
Book 4: Why prospecting MUST start with your existing clients
These are the 'low hanging fruit'. So often when I first meet advisers, they start the conversation with, "How do I get more clients?" This is the wrong question. they should be asking, "How do I make more money?" And the answer always starts with your existing clients.Existing clients can buy more, refer friends, offer endorsements and have a huge lifetime value. This book explains how to grow the value of the 'low hanging fruit', your existing clients.
Book 5: The hard tasks of asking for referrals - made much easier
You know you should ask every client but its HARD! It can be embarrassing at times and even make you break out in a sweat. But every book you read and every seminar you attend say that referrals are the best way to grow your practice. So why is it that just an estimated 5% of advisers ask for referrals? Because the rest don't know how!
This book offers non-invasive, non-embarrassing, easy-to-do techniques for asking for referrals. Not all require you to verbalize it either. It is possible to ask successfully in writing in more than one form.
This book offers non-invasive, non-embarrassing, easy-to-do techniques for asking for referrals. Not all require you to verbalize it either. It is possible to ask successfully in writing in more than one form.
Book 6: The special (and difficult) case of getting referrals from Centers of Influence
This is the holly grail for advisers. A referrals source such as an accountant or lawyer who sends you high value willing clients. But how to do you achieve this? Why should they send referrals to you over other advisers? Why would they refer clients to ANY adviser? I have conducted a number of focus groups with professionals, then helped advisers put the learnings from these into practice.
This book explains what other professions are looking for before they will refer clients to you.
This book explains what other professions are looking for before they will refer clients to you.
Book 7: How to make the overused, over-cliched concept of 'service' work for you
While very adviser would like to think that they offer "brilliant service" to their clients, few can define it for me. Does it mean they smile more? They send more newsletters? They make coffee for the client? You may be surprised to know that it CAN be defined. Even better, it can be broken down into component parts so you can make small improvements in each, collectively making a MASSIVE difference to the client's perception of your "service".
This book shows the breakdown and explains how to make those small improvements - the ones that will impress clients.
This book shows the breakdown and explains how to make those small improvements - the ones that will impress clients.
Book 8: How to get a much higher sales value from clients...
...and overcome the "we cant afford it" objection. I often find that the average sale for advisers is very low. And when I ask why, the answer, "My clients can't afford it". But they say this while clearly visible are tickets for a trip to Europe on the kitchen bench. The reason they bring up with objection is that you have not sold the VALUE to their lives.
This book explains how to change from selling insurance products to offering valued, relevant components of their lifestyles.
This book explains how to change from selling insurance products to offering valued, relevant components of their lifestyles.
Book 9: The ONE-PAGE financial services practice MARKETING Plan
If its longer than ONE PAGE it will never be followed. This is a one page marketing activity plan that outlines all the prospecting tools to both existing and new clients. Your marketing plan should be one page because it is in the form of a planning calendar, which clearly marks out when to do each activity. It also explains how to put the plan on auto-pilot so it gets done! The book goes through the creation of the plan step by step.
Book 10: The ONE-PAGE financial services practice BUSINESS plan
This is one of life's ironies, Despite most financial advisers spending their time advising others on how to plan their financial lives, they neglect creating a clear business plan for themselves. Most business plans tend to be over simply complicated and collect dust on the shelf fr this reason. To be actionable and meaningful they must be ONE PAGE long. While this one page must obviously have supporting documents, its the ONE PAGE that matters most as it keeps you focused.
The book goes through the creation of the plan step by step.
The book goes through the creation of the plan step by step.
Buy 6 get 4 FREE!!
I decided to offer a deal on ALL of them. If you buy 6 of them, I'll GIFT YOU 4 of them!! So you only pay for 6 and you get THEM ALL! That's a pretty fair deal.
Its my experience that most advisers have specific issues with 3 or 4 aspects of their practices, but then once they read the other ebooks, they appreciate that ALL aspects of it can be improved, even if just a little. The impact is cumulative. Even a tiny 5% improvement in each of just 6 aspects of the practice can lead to a 34% increase overall. That can be tens of thousands of dollars with virtually no additional cost!!
Lets put some numbers on it. I am not going to promise millions of dollars, that's stupid. These numbers are totally realisitc. If you net $100,000 now, these sort of gains can take this to $134,000. If you net $150,000, then those tiny increases can take your net income to over $200,000. Of course if you get a 10% improvement in each of say 6 areas, that leads to a 177% increase in income!
These books are not long! They are deliberately to the point and focus on exactly what to do. There is no point in meaningless theory or packing... surely all you want are the quick to read and implement action points?!
I have been offering these books for $7.99 each, which means all 10 would cost a total of $79.90. However I am happy that if you pay for 6 at $47.94 then you can have the other 4 FREE!! Putting it in perspective, you can't attend many worthwhile seminars or workshops for just $47.94
And to take the risk out of it for you, if you don't believe you get ANY value out of any of the books at all, let me know and I will refund your money.
Its my experience that most advisers have specific issues with 3 or 4 aspects of their practices, but then once they read the other ebooks, they appreciate that ALL aspects of it can be improved, even if just a little. The impact is cumulative. Even a tiny 5% improvement in each of just 6 aspects of the practice can lead to a 34% increase overall. That can be tens of thousands of dollars with virtually no additional cost!!
Lets put some numbers on it. I am not going to promise millions of dollars, that's stupid. These numbers are totally realisitc. If you net $100,000 now, these sort of gains can take this to $134,000. If you net $150,000, then those tiny increases can take your net income to over $200,000. Of course if you get a 10% improvement in each of say 6 areas, that leads to a 177% increase in income!
These books are not long! They are deliberately to the point and focus on exactly what to do. There is no point in meaningless theory or packing... surely all you want are the quick to read and implement action points?!
I have been offering these books for $7.99 each, which means all 10 would cost a total of $79.90. However I am happy that if you pay for 6 at $47.94 then you can have the other 4 FREE!! Putting it in perspective, you can't attend many worthwhile seminars or workshops for just $47.94
And to take the risk out of it for you, if you don't believe you get ANY value out of any of the books at all, let me know and I will refund your money.
$
47.94