How a Marketing Resume Can Help You Get Out of a Rut

How a Marketing Resume Can Help You Get Out of a Rut

If you feel that you’re stuck in rut, and can’t see how to get your business back on track then it’s time for a change. The worst thing you can do is just sit there and hope things pick up. Overcome your inertia and develop a clear marketing and client acquisition strategy. Decide what your unique value proposition is and create a marketing resume.

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Don’t Sell Me Things

Don't Sell me Things - Don Connelly's blog

Ever since you got in this business you’ve been told about features and benefits, you’ve been told to market yourself, you’ve been told that people want to know what we can do for them. Let me read you something written in the 1940s that sums up exact- this whole issue perfectly. It was part of a thing called Sears and Roebuck Adventures in Salesmanship. It was entitled “Don’t sell me things”. And it’s as poignant today as it was in the 1940’s.

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5 Marketing Ideas for Financial Advisors to Ignite Their Business

5 Marketing Ideas for Financial Advisors to Ignite Their Business

There are hundreds of thousands of advisors out there but only a small percentage ever hit the $1 million turnover mark. So what gets these advisors into pole position? The answer is ‘marketing’. The amount of time you spend marketing yourself this year will dictate how much you grow next year. If you want your business to grow by 50% you need to spend half of every day marketing yourself, getting yourself in front of people, spreading the gospel. Read up on these five marketing ideas and ignite your business.

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Where Does Social Media Fit in Your Financial Advisor Practice

Where Does Social Media Fit In Your Financial Advsor Practice

Every time advisers discuss passionately that a certain marketing method is dead, or that a new type is the “new thing” I am reminded of the royal decree that occurs when a monarch dies:

The king is dead, long live the king

This refers to the instant succession that occurs in a monarchy – as one King dies the next in line immediately becomes the King.

Marketing professional services is simply not like that at all.

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When Financial Advisors’ Self-Promotion Is Not Shameless

When Financial Advisors Self-Promotion Is Not Shameless

Is self-promotion a shameless thing for Financial Advisors? If we should be self-promoting, what exactly should we be self-promoting? Do I know wealthy people well enough to know what they consider unattractive? Where is the line I probably shouldn’t cross?

I think it’s a bad thing to promote yourself. I don’t think it’s a bad thing to promote the value you can and do add to peoples’ lives. I think it’s a bad thing to inflate your ego. I don’t think it’s a bad thing to explain that you are helping families succeed financially.

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Get Your Work Done in Sixty Percent of the Time

Get Your Work Done

I can tell you without hesitation that the amount of time you spend marketing yourself this year determines how much you will grow next year. If you don’t prospect and market yourself, your business will wither and die.

I can also tell you without hesitation that running your business gets in the way of growing your business. The details eat up your time. There are only so many hours in the day. What to do then? Why do we give tasks more time than they need and what can we do about it?

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People Are Deciding about You, Not the Numbers

Do Business with You - People Decide about You and Not numbers

When you are trying to convince someone to do business with you, you must earn that person’s trust. When you use charts, graphs and numbers to make your point, you are asking the person to trust the numbers. Asking someone to trust the numbers is really saying there is no need to trust you.

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What Is #1 Reason Advisors and Wholesalers Fail

Why Advisors Fail - What's the #1 Reason

Lance Armstrong once observed that a boo is a lot louder than a cheer. He’s right. And a no is a lot louder than a yes.

Advisors (and wholesalers) who fail often do so because they don’t see enough people.

Imagine the financial planning gods coming down and granting you immunity for a year. You don’t need to rely on your skills. Every time you call for an appointment, the person says yes. Every time you ask the person to become your client, the person says yes. Every time you ask for an introduction to your clients’ friends, they give you five names and go with you on the appointments.

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