Financial planning education and Financial Services Marketing - financial planning training from the experts  
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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 Fund service?
  • 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

Bill Bachrach teaches you to make more money, take more time off, get more referrals, gather more assets, and generate more income

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

Jack Martin, annuity marketing expert, shows you how 12 agents sold $85 million of annuities

Richard Maches teaches you the tactics of CPA referrals

Bill Nicklin shows you how to conduct Internet prospecting for qualified investment leads or insurance leads

Denny Roodman shows you a referral program using a simple referral letter to generate an overwhelming amount of referral business

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