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How One Successful Financial Planner Gets New Business
by Tony Vidler The one question that continually gets thrown to me is “What are other advisers doing that is successful for them?” Every so often one is willing to share their trade secrets, and this is how one leading financial planner that I know gets his business, and that he was happy to […]
by Tony Vidler I’ve been running a terribly unscientific survey to find out if advertising for lead generation is dead for todays advisers. Basically the deeply analytical process has consisted of asking advisers continually for the last year whether they are doing any advertising, and whether they are getting any new enquiries from it. […]
by Tony Vidler Many advisers feel that seminars are so last-year as a method of prospecting for new clients, and yet, so many advisers continue to do fantastically well with them. As with most things in sales and marketing of professional services you can take a short-cut to success by learning the lessons of others […]