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Practice Management Basics
[iframe style=”border:none” src=”//html5-player.libsyn.com/embed/episode/id/25856940/height/100/width//thumbnail/no/playlist-height/200/theme/custom/tdest_id/3470330/custom-color/87A93A” height=”100″ width=”100%” scrolling=”no” allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen] Financial Advisor Marketing Podcast with hosts Stephen Oliver and Jeff Smith…
Thinking Properly about Direct Response Marketing
Thinking properly about Direct Response Marketing I attended a fairly small meeting hosted by Dan Kennedy and his associate, owner of Forbes…
Content Creation: Podcasting and YouTube
Podcasting and YouTube I’d recommend that you take a look at the various materials that I have online. Interestingly Stephen (and, Steve)…
Marketing Math
It is important to understand the difference between a client, a qualified prospect, a lead, and a suspect. There is also a…
Is Money Lying Around Your Practice?
The following was a short conversation between one of our former clients and a current one. What do these guys do? Well,…
Constructing Your Marketing Parthenon
When it comes to marketing, the key is to be really good at all the tactics and the individual pieces. These are…
Always Be Marketing
So, where should you start? Think of it like this: “You have an MBA, but really you were an ABM first.” Always…
Match Your Marketing Offers to Your Prospects
Marketing “Bait” Now let’s talk a little about your marketing “bait” or in other words, your marketing offers … For example, I…
Events: Online Registration, Offline Registration, and Follow-Up
Registration Options When it comes to event registration, most people default to online registration. Let’s say you have a registration page (landing…
Set the Appointment
The Goal is to Set the Appointment It’s always a mistake to wait to set the appointment, or to only set appointments…
Marketing Numbers and Live Events
In-person live events of various types can be a great source of new clients. Before you move forward with hosting events, it’s…
Live Events & The Cost of Free
“Putting On A LIVE Event Is The Most Powerful Way To Fill Your Pipeline With New Customers or Clients…” Dan Kennedy…
Get to Know Your Clients
Get to Know as Much as Possible About Your Clients. The next big point – know your clients. I mentioned before it’s…
Appreciate Your Client Referrals
Make It a Point to Appreciate Your Client’s Referrals! I see a lot of people trying to incentivize referrals. For example, if…
Tools for Referral Systems
Good Referral Systems and Communication Strategies need good tools. Audio/Video Packages that get shared and create clients. Many years ago I spent…