The Advisor Odyssey·Sep 28, 2023The 4 Breeds of SalespeopleMost people believe that there’s just one “breed” of salesperson. It’s either that you’re a salesperson, or you’re not. I believe that this…
The Advisor Odyssey·May 1, 20238 Ways To Increase ROI From RadioSo, you’re on the radio and you want to increase the ROI you’re seeing?
The Advisor Odyssey·Apr 10, 2023Weekly Voyage: Email Marketing Strategies, Positive Marketing ROI, Ouroboros, Planning Fees, &…Is Email Marketing Really Worth It?
The Advisor Odyssey·Mar 16, 2023Weekly Voyage: Maximizing Your Client Database, 7 Reasons You’re Not Getting Many Referrals, Time…Maximizing Your Existing Client Database
The Advisor Odyssey·Mar 6, 20235 Client Event Ideas For Financial AdvisorsI get asked all the time by advisors and marketing directors, “What would be a good idea for a client event this year?”
The Advisor Odyssey·Feb 17, 2023Secret Shoppers?Last week’s article was all about finding your ideal client profile. This week’s article is focused around making sure that the experience…
The Advisor Odyssey·Feb 17, 2023Finding Your Ideal Client ProfileIn this article, I’m going to share with you the framework for an exercise that all financial advisors should do at least once every few…
The Advisor Odyssey·Feb 3, 202310 Ways To Increase 1st & 2nd Appointment Show RateLooking for some easy ways to increase your appointment show rate?
The Advisor Odyssey·Jan 27, 2023Spend More Time Talking About The “Why”A financial advisor’s sales process is a sacred beast. It’s a mythical beast that listens to its master… never acting out of turn. When…
