Blog
In this post learn three characteristics of the new marketing. Marketing is no longer just in your face like commercials from your local car dealer. Marketing is now about authenticity, generosity, and story-telling. Entries tagged as sales
& client services blueprinting & branding business cards client client meetings commericials communication daily must read e-mail events featured content feedback growth image interview marketing memorable notes personal brand power phrases pr referrals signatures small business owners social media steve sanduski story story-telling thank you advisortv company name financial planning magazine mission mission statements statement strange unique vision body language 20-somethings ability achievers addiction advertising advice age aging answers apple approval apps athletes attitude audience avalanche baby boomer baby boomers balance bear grylls bears beer behavior behaviors benefits biases blunders books borrow boss bq bragging brain brainstorming breakdown breaking broker/dealers building bulls burn out business 10 Questions appreciation avon coaching coaching program coca-cola customer service eastman kodak extraordinary service green bay packers happiness income investing john bogle johnson and johnson mcdonald's media members mgic investment corp network news & announcements nifty-fifty opinion peak advisor alliance perception polaroid population quotes registered rep resource center robert arnott ron carson ron paul s&p 500 seth klarman shelby cullom davis sir john templeton steve jobs values job questions recruiters excell meeting registered rep magazine life remembered personality traits pubic relations publicity grow security technology conversations experience facebook finra instagram photos twitter black swan book Books characteristics china discernment goals investment advisor investment news letter management mary meeker medicaid medicare middle east million-dollar producers money motivational passion prospecting prosperous advisor
Welcome to the New World of Marketing
Posted 06-19-12 | Peak Advisor AllianceIn this post learn three characteristics of the new marketing. Marketing is no longer just in your face like commercials from your local car dealer. Marketing is now about authenticity, generosity, and story-telling.
Category
|Daily Must Read
|Sales, Marketing, & Client Services
| 0 Comments
Defined tags for this entry: & client services, commericials, daily must read, marketing, sales, story-telling
Thank You Notes
Posted 01-27-12 | Peak Advisor Alliance
Do you write them? No?!? Well, you should be. If you want to stand out from the crowd, especially in the digital age, writing a thoughtful handwritten thank you note really matters. Read this for some tips.Your Brand Image
Posted 01-06-12 | Peak Advisor Alliance
Regardless of your business, large or small, your consistent brand image is important to your success. Read this to learn more.
Category
|Blueprinting & Branding
|Daily Must Read
|Sales, Marketing, & Client Services
| 0 Comments
Defined tags for this entry: & client services, blueprinting & branding, daily must read, image, marketing, sales
Create a Golden Customer Service Experience
Posted 12-27-11 | Peak Advisor Alliance
There’s no better way to make a customer service experience great than by asking your clients for feedback, face to face. Read this post for some advice on these face-to-face interactions.
Category
|Daily Must Read
|Sales, Marketing, & Client Services
| 0 Comments
Defined tags for this entry: & client services, client meetings, daily must read, feedback, marketing, sales
Planning Your Next Client Event
Posted 12-21-11 | Peak Advisor Alliance
In this post learn how you can host a memorable client event. The post also includes some great event ideas.
Category
|Daily Must Read
|Sales, Marketing, & Client Services
| 0 Comments
Defined tags for this entry: & client services, client, daily must read, events, marketing, memorable, sales
Are You A Pushover?
Posted 11-04-11 | Peak Advisor Alliance
Are you a pushover when it comes to working with your prospects? Read this post from the Harvard Business Review to learn why pushing back (respectfully of course) isn’t a bad thing.Crafting Your Brand
Posted 10-25-11 | Peak Advisor Alliance
In this post you’ll learn five easy tools you can use to help build you personal brand. You may have never thought of your e-mail address and e-mail signature as a branding opportunity. What a simple and inexpensive way to start building your personal brand!
Category
|Daily Must Read
|Sales, Marketing, & Client Services
| 0 Comments
Defined tags for this entry: & client services, daily must read, e-mail, marketing, personal brand, sales, signatures
Simple 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.
Category
|Featured Content
|Sales, Marketing, & Client Services
|Steve Sanduski
| 0 Comments
Defined tags for this entry: & client services, featured content, marketing, power phrases, sales, steve sanduski
Boost Your Client Referrals
Posted 09-21-11 | Peak Advisor Alliance
It’s no secret that referrals from clients is key to your success and growth as a financial advisor. Peak Advisor Alliance tells its members that everyday. According to an SEI survey, one in five financial advisors say that seeking a referral is a “regular routine and a key reason for my success” and almost half say they’ve asked just a “small percentage” of their clients for a referral. 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.
The Power of Your Story
Posted 08-01-11 | Peak Advisor Alliance
We talk about the power of your story and how it can help you communicate complex ideas and increase your sales. Here’s a great example of a company's story that makes you really want this car.
Category
|Daily Must Read
|Sales, Marketing, & Client Services
| 0 Comments
Defined tags for this entry: & client services, communication, daily must read, marketing, sales, story
Characteristics of Top Sales People
Posted 07-13-11 | Peak Advisor Alliance
What makes a sales person great? Read this for the seven personality traits of top sales people. Would you have guessed ‘modesty’ made the list?
Category
|Daily Must Read
| 0 Comments
RIP Marketing
Posted 06-29-11 | Peak Advisor Alliance
Reading Michael Stelzner’s, the founder of Social Media Examiner, take on the future of marketing and learn his formula for rapid growth.
Category
|Daily Must Read
|Sales, Marketing, & Client Services
|Social Media
| 0 Comments
Defined tags for this entry: & client services, daily must read, growth, marketing, sales, social media
Social Media and the Small Business Owner
Posted 05-05-11 | Peak Advisor Alliance
Are you currently using social media (blogs, Twitter, Facebook, LinkedIn) in your marketing efforts? A recent study from the Social Media Examiner says small business owners are seeing the greatest results from social media.
Category
|Daily Must Read
|Sales, Marketing, & Client Services
| 0 Comments
Defined tags for this entry: & client services, daily must read, marketing, sales, small business owners, social media
Business 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.
Categories
Archives
Tweets
