Seth Godin, marketing guru, separates the different steps of marketing in his blog: “Most amateurs and citizens believe that marketing is the outer circle. Marketing = advertising, it seems. The job of marketing in this circle is to take what the factory/system/boss gives you and hype it, promote it and yell about it. This is… Read more »
Developing an Effective Marketing Plan for your Companies (How to do it not just what to do) 1. Identify your top 25 companies both public and private in your target market 2. Cross reference the names against FA’s in your office i.e. corporate accounts, CEO’s, CFO’s 3. Identify investment banking relationships and match up to… Read more »
Having the confidence that you add real value to client relationships enables you to charge more for your services – a fair price that truly represents your efforts. The Supernova process gives you that confidence because you, as an advisor, know that you provide an unparalleled client experience, especially when you follow our 12/4/2 model… Read more »
Merrill Lynch has long been known for the quality of it’s training program. They are back at it just as the industry seems to have gone over the top with recruiting deals. The key to success in the Financial Services industry, as in all business, is to look into the future and accurately predict client… Read more »
According to the BrandZ Top 100, the top brand in the world is Apple. That is no accident. Even the name and the symbol were designed to build a brand. It was not always successful but the brand stood for innovation, creativity and cool. Although Microsoft, Hewlett-Packard and Motorola had products in the marketplace far… Read more »
During a consultation with a corporate client, I had the opportunity to lead a study group of five highly successful sales managers. We shared a number of ideas for helping advisors grow their practices. Gathering meaningful referrals was a frequent topic of conversation. One of the best observations of our half-day session related to the… Read more »