Once you’ve generated leads, you have to decide who goes into your sales pipeline, and how long they stay there
Penalties can be stiff for those who fail to sort out who they may call — and who is off limits
Knowing what you want is not enough; you need a concrete plan to make it happen
Hire a professional designer and choose a style that appeals to your market
New telemarketing legislation is coming into force at the end of September that could seriously affect the way financial advisors prospect for new investors and sell new services to existing investors.On Wednesday, July 23, The Investment Funds Institute of Canada (IFIC) will hold a “Do Not Call List” seminar to bring advisors up to date […]
Managing client events, seminars and prospecting campaigns is a full-time job — and not an advisor’s job
From podcasts to blogs, marketing guru says online world offers a host of effective tools
Jake Davidson learned that the most effective way to increase the average size of client accounts or sales is to expand into a market with greater financial capabilities. Having specified senior executives and business owners as his target market, Jake then learned a three-step process to move into that market:> Identify a prospect you would […]
Identify potential clients in your market and map out a plan to connect with them
Like many people, Darren James thought a company’s brand consisted of little more than a logo and a tag line.Nike Inc., for example, evokes images of strength, athletic prowess and style — messages that go well beyond the company’s logo and slogan. In fact, Darren recalls a company with which he once dealt that exceeded […]