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How to Ask For (& Get!) More Consistent Referrals
Psst... Know the 'secrets'? The secrets to getting more consistent referrals? I'll bet if you...
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The '3 Golden Keys' to More CPA Referrals
Don't just sit there staring, okay... CPA's REALLY want 3 things in order for them to unlock their golden treasure chest of client files...
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CPA Alliances -- 3 Ways to Build Mid-Year Ties
Summer strike-out trying to land CPA referrals before? In the wake of spring's tsunami of tax returns, CPAs tend to take a little breather—and that means now's the perfect time to work on starting or strengthening your referral relationships. Here's how..
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6 Ways to Get Quoted in the Media
The financial markets are front-page news again. Getting your share of interviews? What's-a matta-which-you?? Here's how...
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How to Turn Your Media Clips Into New Business
15 minutes of fame? Good. Translate it into a host of new clients by following these five steps...
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WW II Battle-Tested Attention Grabbing Classics
Particularly in times of crisis, people want to feel special—and the right letter can accomplish just that. Here's how to throttle your prospecting efforts into high gear...
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7 Ways to Prevent Seminar No-Shows
Tired of busting your hump at seminars, only to have 8 people show up? Here's how to prevent it...
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How to Discuss the War with Iraq with Your Clients
Lots of clients panic in volatile markets -- and let's face it, they're probably going to take out their frustration on you. Use these simple steps to stay upbeat and rational in the throes of client complaints... war or NO war...
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Why 'Advertise' When You Can 'Publicize?'
Here's how you can create a marketing machine that brings you high-net-worth prospects and clients every week...
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How to Get More P.R. for Your Advisory or Insurance Services
Hey buddy... know one of the 'key ingredients' to getting successful PR as an advisor...?
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Grin, Bear It, & Raise Big Assets
All the awful news about the markets can be good news for brokers who want to garner a little bit of publicity. TV producers and print reporters are hungry for analysis...
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Sales Meeting: How to Prevent Seminar No-Shows
Hey, there's nothing worse than planning a seminar and having only one or two people show up. That stinks. So here's how you can ensure that your seminars are a big draw...
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Make Your Seminars Front-Page News --- Free!
Hungry for local news coverage? Here are some tips for tailoring your next seminar to the reporters—and attracting full-fledged media coverage...
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How to Overcome Referral Objections (from Clients, CPAs...)
Ever felt awkward about asking a Client, CPA or Attorney for a referral? Worse, have they ever shouted "NO!" to your face? Don't chicken out. Learn how to instantly overcome their objections and take them down your personal path of prosperity...
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How to Attract More High Net Worth Referrals from Attorneys
Ever thought about grabbing more high net worth referrals from attorneys? How do you go about it? The answers are easier than you think...
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How to Use a *Referral Club* to Generate More New Clients
A CD club, book club, health club --- what about a referral club? After all, you are trying to increase your business and your income---
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4 'Can't-Miss' Marketing Tactics for Rookie Advisors
Hey advisor... feel like you'd be a sure-fire standout —- if only you could attract a little attention? Use these tips to kick off a marketing campaign that helps you win the spotlight and build your own brand name.
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Getting More Referrals from Today's Estate Planners and Attorney
Of all referral sources -- CPAs, trust officers, bankers, insurance agents, realtors, even CFPs --most attorneys enjoy networking and talking about what they do. But do you REALLY know how to get affluent, super-rich referrals from them?
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What a CPA Really Wants to Give You Referrals
What a CPA Really Wants to Give You Referrals
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