Two Kinds of Financial Advisors Online: The QUICK & THE DEAD
How do you become a top marketer without turning your life into a workaholic hell and without reducing the amount of effort to help your clients to financial success? In other words, how do you become a top advisor (because top advisors are not only good, but they also have a lot of clients) …
Why You Need a Lifestyle CRM! Part 1
When you started a financial advisory practice, you took many things for granted. Things simply work a certain way. Let us take that all-important thing, the sales. Meaning how the practice actually acquires new customers. You were told that there is something called the CRM – Customer Relationship Management software
Attention! Here are the 4 Kinds of Marketing Quiz Questions
Micro commitments are crucial for getting people to complete your quiz, and commitment questions are beginning hooks. An easy commitment question should always be your first question and can be useful in the middle of a quiz if it is on the longer side of the recommended length (7-12 questions).
New Fantastic CRM for Larkspur Executive Marketing Toolbelt
A sustainable business is built by maintaining healthy and productive customer relationships. Thankfully, technology is making this process automated and organized in a matter of minutes.
Jackpot List for Getting a Target Audience – The Scoring Quiz
What kind of background knowledge does your target audience have? How are they currently solving their problem? Successful marketing depends on gathering and applying knowledge about your target audience.
What Makes the “Category” Marketing Quiz so Compelling?
If you have a social media account – especially with connections to teenagers – then you have probably seen a category quiz without realizing it. How does your personality match a Disney character, entrepreneur, or tv show character?