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Posted 06-19-12 | Peak Advisor AllianceThank You Notes
Posted 01-27-12 | Peak Advisor AllianceYour Brand Image
Posted 01-06-12 | Peak Advisor AllianceCreate a Golden Customer Service Experience
Posted 12-27-11 | Peak Advisor AlliancePlanning Your Next Client Event
Posted 12-21-11 | Peak Advisor AllianceCrafting Your Brand
Posted 10-25-11 | Peak Advisor AllianceSimple Power Phrases That Turn Prospects Into Clients
Posted 10-11-11 | Peak Advisor Alliance
Read Steve Sanduski’s latest article, for Financial Planning magazine’s The Prosperous Advisor, Simple Power Phrases That Turn Prospects Into Clients
Steve Sanduski, the Prosperous Advisor, says advisors should use the English language in inspirational ways to motivate prospects and get them off the fence to become a client. He’s not talking about slick manipulation but about choosing your words carefully so you succinctly impart your message and create a positive feeling and mental picture in your prospect’s mind.
Read Steve Sanduski’s latest article, for Financial Planning magazine’s The Prosperous Advisor, Simple Power Phrases That Turn Prospects Into Clients
Steve Sanduski, the Prosperous Advisor, says advisors should use the English language in inspirational ways to motivate prospects and get them off the fence to become a client. He’s not talking about slick manipulation but about choosing your words carefully so you succinctly impart your message and create a positive feeling and mental picture in your prospect’s mind.
Boost Your Client Referrals
Posted 09-21-11 | Peak Advisor AllianceRead this for eight ways you can boost client referrals.
Read this for eight ways you can boost client referrals.
Lights. Camera. Action!
Posted 08-04-11 | Peak Advisor Alliance
“All right, Mr. DeMille, I'm ready for my close-up”
-- Gloria Swanson as Norma Desmond in Sunset Blvd
Are you ready to get in front of the cameras for a media interview? Read this article to get some tips from three communication pros, including Jason Lahita, head of Cognito's Los Angeles office and founder of The Cognito Advisor Program. Cognito is the firm that handles Peak Advisor Alliance PR needs.
“All right, Mr. DeMille, I'm ready for my close-up”
-- Gloria Swanson as Norma Desmond in Sunset Blvd
Are you ready to get in front of the cameras for a media interview? Read this article to get some tips from three communication pros, including Jason Lahita, head of Cognito's Los Angeles office and founder of The Cognito Advisor Program. Cognito is the firm that handles Peak Advisor Alliance PR needs.
The Power of Your Story
Posted 08-01-11 | Peak Advisor AllianceRIP Marketing
Posted 06-29-11 | Peak Advisor AllianceSocial Media and the Small Business Owner
Posted 05-05-11 | Peak Advisor AllianceBusiness Cards… Marketing Tool of the Past? Heck No!
Posted 03-21-11 | Peak Advisor Alliance
Debating the importance of the small 3.5” by 2” cardstock in your wallet? Question no more. This article answers the question, “Do you still need a business card?”
Then watch a story from CBS’s Sunday Morning show about the Business of Designing Business Cards.
Debating the importance of the small 3.5” by 2” cardstock in your wallet? Question no more. This article answers the question, “Do you still need a business card?”
Then watch a story from CBS’s Sunday Morning show about the Business of Designing Business Cards.
The Power of Social Media
Posted 01-25-11 | Peak Advisor AllianceHow Stale Is Your Marketing Message?
Posted 01-06-11 | Peak Advisor AllianceBrrr. Stuck in traffic this morning while driving to work in Omaha, Nebraska, I noticed an electronic sign for Bradley Clothing. The scrolling message said this, “Bradley Clothing Summer Sale in Progress. Fall Clothing Arriving Daily.” Now, maybe this was a joke to lighten up a cold winter day—but I don’t think so. Their marketing message was stale and by association, I suspect their clothing is stale, too. What’s the likelihood of me shopping at this store? Slim.
How stale is your marketing message?
You know how important first impressions are. Take some time now to revisit your messaging. Does it create the right image? Does it represent you well? Does it encourage people to say to themselves, “Hmm, I gonna give them a call?”
You could be a great financial advisor but if you’re “the best story never told,” then you may be talented but broke. We’d rather see you be a great financial advisor who reaches the right people at the right time with the right message. Do that and your phone will be ringing off the hook.
Brrr. Stuck in traffic this morning while driving to work in Omaha, Nebraska, I noticed an electronic sign for Bradley Clothing. The scrolling message said this, “Bradley Clothing Summer Sale in Progress. Fall Clothing Arriving Daily.” Now, maybe this was a joke to lighten up a cold winter day—but I don’t think so. Their marketing message was stale and by association, I suspect their clothing is stale, too. What’s the likelihood of me shopping at this store? Slim.
How stale is your marketing message?
You know how important first impressions are. Take some time now to revisit your messaging. Does it create the right image? Does it represent you well? Does it encourage people to say to themselves, “Hmm, I gonna give them a call?”
You could be a great financial advisor but if you’re “the best story never told,” then you may be talented but broke. We’d rather see you be a great financial advisor who reaches the right people at the right time with the right message. Do that and your phone will be ringing off the hook.

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