How 4 Frogs and One Elephant Can Help You Attract Ideal Prospects

How 4 Frogs and One Elephant Can Help You Attract Ideal Prospects

Marketing is often the weak link in an advisors practice and it’s almost always the first “expense’ that gets cut or the first “task” that falls off the plate. There are simple strategies and tactics that often get started and stopped over and over. It’s a cycle of marketing misfortune. We discuss these 4 simple tactics and 1 big strategy to move your business forward.

Listen to Matt and Kirk Lowe discuss!

Matthew Halloran
Human Performance
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Matthew Halloran is a results-savvy consultant and coach to highly professional financial advisors. He is also an author, podcast host, speaker, husband, father of twin boys a ... Click for full bio

Don’t Be Tempted to Persuade Your Clients

Don’t Be Tempted to Persuade Your Clients
 

Recently, I've been seeing a lot of articles about Advisors persuading clients to move from active management to passive management. Persuading clients to follow the way you manage investments is a big mistake. Do this instead.

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Paul Kingsman
Development
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Paul Kingsman helps financial services professionals overcome distractions to achieve success sooner. Combining his experiences as an Olympic medalist and his background as an ... Click for full bio