Most financial advisors
worry about the wrong things in order to do good
work for clients. The first concern must always
be having sufficient numbers of clients to survive. These
other concerns are secondary:
- Should I be a
fee only planner or should I charge commissions
or fees and commissions?
- Is it better
to be a ChFCT from the College of Financial Planning
or be a Certified Financial PlannerT ?
- Which financial
planning magazines should I read?
- Should I get
Morningstar Principia Pro or the Value Line Mutual
- Should I take
classes from this financial planning school or
that financial planning program?
- Should my annuity
marketing focus on equity index annuities or variable
annuities with a guarantee?
- Is it best to
ask for client referrals when they open a new account
or after 3 months?
If you want to survive
and thrive, the first question you need to ask is:
What type of financial advisor marketing should I
do to attract an abundant supply of qualified clients? And
the best place to learn that is from financial planners
who are economically successful. Find out what they
do and just copy their financial marketing tactics.
To see how top producers
prospect and the advice of their financial coaches,
view these videos:
Joe Lukacs is financial
coach to 20 million-dollar producers and has spent
11,000 hours coaching top producers one on one http://www.4-financial-advisors.net/lukacsdetail.htm
Bill Bachrach teaches
you to make more money, take more time off, get more
referrals, gather more assets, and generate more
Larry Banks shows you
how to have others generate your long term care sales
leads and virtually close your long term care insurance
sale for you http://www.4-financial-advisors.net/banksdetail.htm
Jack Martin, annuity
marketing expert, shows you how 12 agents sold $85
million of annuities http://www.4-financial-advisors.net/martindetail.htm
Richard Maches teaches
you the tactics of CPA referrals http://www.4-financial-advisors.net/machesdetail.htm
Bill Nicklin shows you
how to conduct Internet prospecting for qualified
investment leads or insurance leads http://www.4-financial-advisors.net/nicklindetail.htm
Denny Roodman shows
you a referral program using a simple referral letter
to generate an overwhelming amount of referral business http://www.4-financial-advisors.net/roodmandetail.htm