Marketing

5 Reasons Affluent Clients Choose Their Advisors

21 Jul 2010
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Financial Advisors have a tough job when targeting and attracting new clients. By the nature of their relationships, advisors must keep an open and honest rapport that is not tainted with the scent of ‘sales’ tactics. How then, do advisors sell their services to new clients yet avoid traditional sales strategies? The first step is [...]

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Public Speaking – JROTC Competition

09 Mar 2010
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This past weekend representatives from across the Inland Empire came together at the annual JROTC ‘Sound OFF’ Speaking Competition. The theme of the speeches was based on the question, “Where do we go from here?”, and encouraged these high-school participants to explore the struggle of keeping traditions while adopting new technologies. As one of the [...]

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5 Standards of Remarkability

15 Feb 2010
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Branding is all about taking what makes your business valuable and identifying what also makes it unique. If you really want a killer brand, there is a third level to which you can aspire: That which makes you remarkable. To be remarkable is to be interesting, noteworthy, standing out, fascinating, intriguing, mysterious and exceptional. In [...]

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Building Brand-Based Relationships (Part 4 of 4)

12 Feb 2010
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Brand Based Relationships, Part 4 of 4 The First Impression The Introduction The Dialogue The Relationship The Relationship Once a relationship has been established, your clients will either be disappointed, satisfied or thrilled. If disappointed, they may seek out an alternative service provider. If satisfied, they may not seek an alternative, but would be open [...]

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Building Brand-Based Relationships (Part 3 of 4)

10 Feb 2010
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Brand Based Relationships, Part 3 of 4 The First Impression The Introduction The Dialogue The Relationship The Dialogue When you start to get to know someone, what are the details that stand out to you? How quickly your call is returned, if the plans that you made are kept, if details from your conversations and [...]

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Building Brand-Based Relationships (Part 2 of 4)

08 Feb 2010
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Brand Based Relationships, Part 2 of 4 The First Impression The Introduction The Dialogue The Relationship The Introduction When you are introduced to new people, what are the things that you notice? Their opening line, their handshake, the tone of their voice, their choice of words, their interest in you, their responses to your questions [...]

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Building Brand-Based Relationships (Part 1 of 4)

05 Feb 2010
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Your brand – It starts with a first impression and an introduction. It develops through dialogue and interaction. It is proven over time by consistent behavior.  In the end, either both parties are happy with the experience, or they are not – either way, they will tell their friends about it. Your brand is a [...]

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How do I create a video introduction?

15 Jan 2010
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Smile. You’re on Camera! Creating a video introduction for your website can be a powerful tool to set the tone for and act as an introduction of yourself to visitors.  As part of the video introduction you should aim to keep your message short and to the point – lest viewers get bored and decide [...]

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