Category Archives: Success Tips

Advisors, Meet Presenter Coach—Your One-Way Ticket to Presentations that Impress

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You have a big presentation or prospect pitch (live or virtual) coming up and you’re getting a bit nervous. You know there is a lot on the line here. So, how are you going to prepare? Will you rehearse for a colleague who may or may not give you honest (or reliable) feedback? Give your presentation in front of a mirror? Or maybe just wing it? Now you can take the guesswork out of your performance by using a tool in PowerPoint that helps you evaluate your presentation.

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Marketing Has Changed. Are You Ready?

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I believe the face of marketing has changed. And I’m not talking about “marketing in a crisis.” I’m talking about the fact that our ability to market our businesses and services may have changed forever (or at least for a long time).

I recently did a video/webinar presentation on Marketing in the Age of Social Distancing (the webinar replay recording is here). When I began researching for the presentation,

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How To Use Content Marketing To Attract Your Best Clients

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Every day we are seeing more financial advisors venturing into the wild world of content marketing. Why? Well, it’s a new, slightly complex, yet proven way to generate new, qualified prospects. So, let’s go over the basics of what you need to know and how to get started. 

1. What is content marketing?  Content marketing is a strategic marketing and business process focused on creating and distributing valuable, relevant, and consistent content. Its purpose is to attract and retain a clearly-defined audience and ultimately drive profitable customer action.

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Get Your Marketing RIGHT in 2020

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I think many people misunderstand marketing. Some businesses will spend a lot of time deciding what they are going to DO for their marketing in 2020. Whether that is hosting seminars or events, running a social media or email campaign, or requesting referrals from existing clients, your approach may be wrong.

I believe you should instead focus more on what you are going to SAY. When you’ve fine-tuned your messaging, you’ll see much better results no matter what your marketing efforts are.

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Here’s WHY You Need to Be Asking Why

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Why do we do things over and over without ever asking, “why?”
For instance, when someone sneezes, I always say, “God bless you.” And when I
make chili, I always put in 1 bay leaf and ¾ can of beer…but NEVER one full beer.
But WHY?


Do you ever do things that you can’t explain?

“Why” is one of the most powerful words that leads us to deeper
understanding.

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