Tag Archives: Red Zone Marketing

10 Unique Events Bringing in New Business for Advisors

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Event marketing is hardly a sure thing to attract new referrals and new business. However, it is still one of the best ways to gather potentially interested individuals for a specific purpose – the scheduled event.  But there are a few simple things that may improve the results of your event as well as a list of 10 successful events held by advisors recently.

First, here are 10 successful and unique events that have been attracting new business over the past 12 months for advisors.

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Get Someone to Like You in 3 Minutes

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Making an impression is important. In our line of work, being likable is sometimes critical to building relationships with prospects that turns them into clients. So what can you do to quickly become likable? Could a simple skill like listening improve your likability and your overall business? The act of listening has been proven to have an impact on other fields, and makes it highly likely it can impact your business as well.

In his best-selling book,

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3 Ways The Most Successful Gain Big Attention

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How do some firms and ideas go from nowhere to everywhere in a few short months? All of a sudden a restaurant becomes popular, a gas station gains a cult following, or a Broadway show becomes too popular to get a ticket for years. Wouldn’t it be great if our businesses could do that too? Here are three lessons on branding to apply that will help you gain big attention.

1.

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In Times of Volatility: Ways to Reinforce Your Value to Clients

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It’s time to reinforce your value to your clients. During volatile times (like this week) clients can become nervous. And when clients become nervous, they may start to question whether or not you are truly taking care of them. They may not understand the full scope of everything that you do for them on a regular basis. So now is a great opportunity to remind and reassure those clients.

One of the best strategies when the market gets unusually crazy is to pick up the phone and call your top clients to ease their fears and give your perspective on the situation.

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Does Your New Client Onboarding Produce Referrals?

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When a prospect transitions into a client they may experience your firm as a very in-touch, responsive firm that is always communicating. But after the accounts are opened and the prospect officially becomes a client, the communication can fall off. Your new client may feel like you just wanted to land them as a client.

So, a process of regular, new client communications was developed to not only stay in touch during this sometimes-quiet period,

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