Showing posts with label client communications. Show all posts
Showing posts with label client communications. Show all posts

Thursday, October 15, 2009

Five-Touch Campaigns - Advisor Success Stories Here

In my last article for Morningstar Advisor, I provided thoughts and detailed instructions on how financial advisors could create an effective Five-Touch Marketing Campaign.

Be sure to read Power Up Your Marketing Plan - a companion article - too.

Please post your comments and success stories on this blog. We can create a dialog here.

Friday, April 3, 2009

So What? How to Communicate What Really Matters to Your Audience

If you’ve ever wondered why some advisors land their messages every time and consistently get better results than their peers, it’s due to this: They have refined their ability to listen for what their clients, prospects, staff members and strategic partners want. They have internalized this vital skill – it’s second nature to them.

It’s second nature to Mark Magnacca. Mark is a professional motivator, consultant and speaker who develops training programs and presentations for the financial services industry. A few years back, I heard him deliver his speech, The Product is You!, based on his first book by the same name, at a conference. Mark’s enthusiasm was contagious as he shared key concepts from his Results Accelerator Program, including how to develop, internalize and use a well-crafted positioning statement.

In January 2009, Mark sent me a copy of the manuscript for his second book, So What? How to Communicate What Really Matters to Your Audience. This book is a terrific resource for financial advisors.

In a subsequent conversation, I asked Mark to tell me about his motivations for writing the book and to give me his current thinking on surviving and thriving in tough times.

See and hear what Mark told me:

So What?
An interview with Mark Magnacca
Published in Garrett News and Views
Marketing Minute with Marie Swift






Listen to this Best Practices podcast:
So What?
An interview with Mark Magnacca


Read this article published by MorningStar Advisor:
Finding a Hook to Client Communications

Friday, March 13, 2009

Purposeful Planning System Helps Advisors Generate New Income Streams, Enhances Client Communication Skills and Legacy Planning

Barb Culver is offering a number of FREE webinars that will walk you through the layers of the Purposeful Planning Pyramid and/or introduce the Post-transition Planning Process.

Dates are ever evolving ... and seats fill up fast!
Reserve your seat now.

Also - don't miss this podcast!!


Listen to industry veteran Barb Culver as she shares how advisors can generate new revenue AND create meaningful legacies for their clients through the Purposeful Planning System:







Click the PODCAST graphic or this link below to listen:

http://prwebpodcast.com/releases/pod2199064.htm


Read Barb's comments in Financial Planning magazine:
http://www.financial-planning.com/fp_issues/2009_3/what-works-now2661118-1.html

Learn more about the Masters Level Intensive and Purposeful Planning at www.Purposeful-Planning.com.