Monday, November 26, 2012

Learn about the "mother of all new asset pipelines" - Download recordings now


Access the webinar recording now 

Listen to the audio version of the webinar now

Download the slides

Advisor shares his Social Security Marketing & Practice Management System for capturing the "mother of all new asset pipelines"! 

Frank Horath, an independent financial advisor I recently met at an industry conference, has agreed to share his 4-step process for business building using Social Security Income Planning as a hook.

In this 35 minute webinar, Frank will tell us how he (1) enhanced his own business (2) stewards other financial advisors in growing their own new client asset pipelines. For example, Frank helped a fellow advisor grow his pipeline from $2MM to north of $10MM in just 6 months, converting more than $5M of these assets into new business.

How have Frank and his financial advisor clients achieved such great success?

1.  He developed adopted a simple, visual method to learn and convey Social Security Planning concepts for advisors and their clients.
2.  They employ best-in-class Social Security Income Optimization software.
3.  They work with existing clients and COIs, telling them how smart Social Security election decisions can add up to $100,000 to the average retiree's retirement "pay checks" from Uncle Sam.
4.  They put in place a disciplined Social Security Planning seminar marketing system that lands new business every time.

Clearly, the time is NOW for Social Security Income Planning. This may very well be the valuable marketing and practice management webinar you'll ever attend.

All attendees will receive a copy of Frank's new eBook ,“How to Grow Your Financial Practice with Social Security Income Planning”, in which he states the case for re-branding your business – at least for a portion of your marketing channel – by positioning yourself as a Social Security Income Planning Specialist.

Access webinar recording:
Fill Your Pipeline w/ New Social Security Marketing & Practice Management System 

Thursday, November 22, 2012

Join the Social Media Revolution - New Video and Book

Brand new updated #Socialnomics video from @EQualman. Check it out! Also highly recommend the book: (thanks to Michael Kitces for bringing this to my attention on Facebook).

Advisors, if you've been dragging your feet, better get on board.
  1. Skim this blog for more ideas. 
  2. Use the Gap Analysis Tool to assess your progress on the Online Continuum. 
  3. Follow me on Twitter, Facebook and LinkedIn
  4. Scour the Marketing Maven article archive on Financial Planning magazine's website. 
  5. Look for me at the Barron's Top Women Advisors Conference, T3 Technology Tools Conference, TD Ameritrade Institutional Conference, and other industry conferences TBD in the near future. 

Let's talk - in person or virtually, it's all good.

Saturday, November 10, 2012

Are there Gaps in your Online Presence? This Diagnostic Tool can Help.

Independent Financial Advisors

Use this diagnostic tool to determine where the gaps are in your online strategy. 
Developed by @marieswift: