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Too large a percentage of financial advisors marketing activities are unsuccessful. It doesn’t need to be that way so let’s look at the cause...

Many advisors and insurance agents feel it’s important to educate their prospects. There’s an idea that if you educate your prospects, they can make...

Adword Basics Google's arrangement for advertising your enterprise on its site and its affiliate sites is called Adwords. It's a PPC or "pay-per-click" method of...

There is No Shortage of New Business Financial services professionals tell us that finding new business is their #1 challenge. But it's crazy. Each day,...

Facts About Seniors on the Internet If you are in financial sales as a financial adviser or insurance agent selling to seniors, these facts are...

Everyone inherits the conversations (aka beliefs) of his own culture.  Many of these conversations are so much taken for granted, we don’t stop to...

I know advisors who feel it’s their job to educate clients and educate their prospects.  I always know that these are poor advisors. I...

People 60 and over control the majority of the assets in America, but these wealthy people won’t respond to the tactics used by most...

Recent research uncovered that seventy-five percent of all the financial professionals offer precisely the same services and products. If that's the situation, why really...

Knowledge You Don't Need Reading the Wall Street Journal, Investors Daily and whatever you think you need to do to stay current provides no revenue. ...