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Larry Klein CPA/PFS,CFP(r), CRFA(tm) is a marketing expert to the financial services industry. Over 20,000 advisors use his marketing tools. You can see if there is still an opening in your zip code at Insurance and Investment Leads Sort By: Date | Popularity
What No One Tells You About Seminar MarketingSeminar marketing is a very powerful way to sell professional services. But most everything you read is shallow advice. In this article, let's focus on one aspect in detail—how to convert the maximum number of seminar attendees to clients. Marketing To SeniorsSeniors watch more television than any other group. But unless you've got a ton of cash, let's uncover the more cost effective ways to market to seniors. You can affordably build an effective senior market campaign around newspaper, radio and direct mail. New Ira Rules Help Retirees And SeniorsUnder the Pension Protection Act of 2006, there are some new items beneficial to IRA owners that the average IRA owner will miss:
First, if you leave your employer and you had a tax sheltered annuity (typically the type of plan at school districts and Where Can You Get Qualified Financial Help In RetirementThe needs of people in retirement or about to retiree are different than those of baby boomers. Yet all you see in articles is advice for baby boomers on how to prepare for retirement. How To Create And Work Your Leads For Super ProfitsThere's a formula to make lead prospecting work and here it is.
1. Make an offer to your prospect that matches their agenda. Whether you use email, direct mail, newspaper advertising, it doesn't matter. How To Turn Leads Into SalesSome people in sales think a lead is a name from a list. That's not correct. A name from a list is not a lead--it's a suspect, a total stranger and it does not matter if they meet some criteria (e.g. age, occupation, net worth). The Lie About LeadsI get a dozen e-mails a week offering me "free leads.
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