Welcome to Simplicity Minneapolis Member Resource Library
As a FMO member, you get access to a library of resources that Mike Steranka has created to help you grow your production, as well as systematize your process.
The Referral King
Michael Steranka shares hid blueprint so you can create the same 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…
Using Checklists to Prepare for Annual Reviews & Identify Opportunities
In our office we use a checklist to help us prepare for each client review. The checklist is made up of 35 separate items which allow us to ensure that we are accurately and thoroughly preparing the reports we run for each of our clients...
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.
Spring Cleaning Your Office
It’s time for some office spring cleaning. I don’t mean you need to pull out the Windex and mops.
This is not Good Housekeeping. I Hope your office is already clean in that aspect, considering that’s one of the first impressions…
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.
Retirement Now vs. Retirement Then
Today’s retirees must be more self-reliant than their predecessors.
Decades ago, retirement was fairly predictable: Social Security and a pension provided much of your income, you moved to the Sun Belt, played tennis or golf, and you lived…