Entries by Dwainj

Capitalizing on the Seasons Change

With Thanksgiving right around the corner, now is the perfect time to thank your clients for their business and loyalty. Without them, you would not experience business growth or success.


Is 70 the New Retirement Age?

Forget about 62 or 65. More and more Americans are embracing the new reality of retiring at 70 — or later. Even workers who plan to retire at 65 aren’t so sure of themselves. Those surveyed admit that, while they’d like to retire at 65, they think there’s a 50% chance they’ll wind up working until 70.


Six End-Of-Year Marketing Initiatives

It’s almost October. That means raking and cooler weather. In business, you are most likely planning on how to boost revenue for the 4th quarter, maximize your 2016 marketing budget, and set yourself up for a successful 2017. It’s a busy time for us.

Over the past 8 years, I’ve had the privilege of helping advisors figure out how to get the best results in the final three months of the year. Here are my top 6 favorite marketing initiatives which have helped our clients finish the year strong:


Are You Working With Another Professional?

Most of your clients have other experts who influence their lives. Your clients are also the clients of CPAs, Attorneys, Doctors, etc. All of those experts also have other clients who are not your clients… yet. Wouldn’t it be great if their other clients could become your clients too?


Going Green

Quote of the Month: “ Try to leave the earth a better place than when you arrived.” – Sidney Sheldon Going green, or becoming more environmentally friendly, in your office doesn’t have to mean making extreme changes. Even small changes can have a great impact. Here are few ideas that can help your office go green […]


The Sales Pipeline

Take the time to map out your pipeline 6 months in advance. It’s important to know where leads are coming from and when you will be expecting them to come in so you and your staff are prepared.


Social Media: How to Do it Right

If you are not posting to your Facebook page, tweeting, or marketing your services on your own website, you are losing potential business opportunities. Nowadays, most advisors/brokers are using social media to enhance their business.