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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. 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
| 1 Comment
Defined tags for this entry: & client services, commericials, daily must read, marketing, sales, story-telling
Sealing the Deal
Posted 01-30-12 | Peak Advisor Alliance
Read this for 12 steps to help you close a sale. These are some great tips to keep in mind when you are working with a prospect. 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
Marketing Tips
Posted 11-21-11 | Peak Advisor Alliance
Click here for a list of articles from Financial Planning magazine with marketing tips and techniques for financial advisors.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
Video Saved the Financial Advisor
Posted 09-22-11 | Peak Advisor Alliance
When MTV launched just over 30 years ago, the first music video played was Video Killed the Radio Star by The Buggles. A lot has changed in 30 years. MTV hardly runs a video on its station anymore and now anyone with a camera on their phone can create their own videos. But, what can video do for a financial advisor? Read this article from Financial Planning magazine to find out.
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.
Logo Design 101
Posted 08-25-11 | Peak Advisor Alliance
Creating a logo for your company is not an easy undertaking. Watch this slideshow for some characteristics of great logo design. Does your company logo meet all these requirements?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
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
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