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February 7, 2023

[iframe style="border:none" src="//html5-player.libsyn.com/embed/episode/id/25856940/height/100/width//thumbnail/no/playlist-height/200/theme/custom/tdest_id/3470330/custom-color/87A93A" height="100" width="100%" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen] Financial Advisor Marketing Podcast with hosts Stephen Oliver and Read more...

August 25, 2022

Thinking properly about Direct Response Marketing I attended a fairly small meeting hosted by Dan Kennedy and his associate, owner Read more...

August 25, 2022

Podcasting and YouTube I’d recommend that you take a look at the various materials that I have online. Interestingly Stephen Read more...

June 30, 2022

It is important to understand the difference between a client, a qualified prospect, a lead, and a suspect. There is Read more...

June 30, 2022

The following was a short conversation between one of our former clients and a current one. What do these guys Read more...

June 23, 2022

When it comes to marketing, the key is to be really good at all the tactics and the individual pieces. Read more...

June 23, 2022

So, where should you start? Think of it like this: "You have an MBA, but really you were an ABM Read more...

June 16, 2022

Marketing “Bait” Now let’s talk a little about your marketing "bait" or in other words, your marketing offers …  For Read more...

June 16, 2022

Registration Options When it comes to event registration, most people default to online registration. Let’s say you have a registration Read more...

June 16, 2022

The Goal is to Set the Appointment It’s always a mistake to wait to set the appointment, or to only Read more...

June 9, 2022

In-person live events of various types can be a great source of new clients. Before you move forward with hosting Read more...

June 9, 2022

"Putting On A LIVE Event Is The Most Powerful Way To Fill Your Pipeline With New Customers or Clients…"    Read more...

June 2, 2022

Get to Know as Much as Possible About Your Clients. The next big point – know your clients. I mentioned Read more...

June 2, 2022

Make It a Point to Appreciate Your Client's Referrals! I see a lot of people trying to incentivize referrals. For Read more...

May 26, 2022

Good Referral Systems and Communication Strategies need good tools.  Audio/Video Packages that get shared and create clients. Many years ago Read more...