The Definitive Financial Adviser Career Guide

From Discovery to Awareness
March 30, 2009

Grab Mind Share of your Audience with Social Networking

Author: admin - Categories: 1st 90 Days Head Start - Tags: , , , ,

networkingWithout a doubt, Social Networking in the internet is becoming a significant way for many businesses to market services and products. How does that affect the Financial Practitioner? Can you imagine if more “trendy” Financial Practices start to use this new media as a form of information, branding and a two-way communication tool to market to new clients or build mind-share with current clients? And will you be left behind?

Let me share with you some common applications of this technology: Read it all..



[[T_F]]Data Leak Prevention – Data Security Solutions – Information Theft Protection, Detection and Prevention Software Productstracefusion_signature=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[[T_F]]

March 13, 2009

Why You Should Bother with a Marketing Plan if You Want Success – Part 2

Author: admin - Categories: 1st 90 Days Head Start - Tags: , , , , , , ,

chessAfter all that brainy thinking exercise, let’s get down and dirty to the “doing” part. What are the crucial preparation and actual implementation of a marketing plan that will create explosive results for your financial practice?

Would your strategies be sustainable and be profitable long term? And what are the check and balance you should have to bring your business over obstacles and into the next level? Read it all..



[[T_F]]Data Leak Prevention – Data Security Solutions – Information Theft Protection, Detection and Prevention Software Productstracefusion_signature=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[[T_F]]

March 3, 2009

Why You Should Bother with a Marketing Plan if You Want Success – Part 1

Author: admin - Categories: 1st 90 Days Head Start - Tags: ,

KeyNow why should you even bother wasting hours to write a Marketing Plan? Most of the time, what’s written inside would not even materialize. Right? That’s very likely if you just do a superficial job, not being truthful to yourself and if you write it alone without a coach.

Would writing a marketing plan ensure success? I wish I could say that, but it’s just one part of the puzzle. The marketing plan is just a piece of useless paper if not put into implementation, constantly reviewed and improved upon. Read it all..



[[T_F]]Data Leak Prevention – Data Security Solutions – Information Theft Protection, Detection and Prevention Software Productstracefusion_signature=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[[T_F]]

February 21, 2009

Are You Just a Face in a Crowd of Financial Advisors?

Author: admin - Categories: 1st 90 Days Head Start - Tags: , ,

stand-outAsk yourself this question, how does your prospect know you exist? If you are looking to stand-out from the competition, you have to market yourself differently. Or do you market yourself at all?

Let’s face it; there are easily 4-5 financial planners or financial advisers that most qualified prospects in their 30s and 40s already know. Why should they listen to you and not the others?

The three key factors to stand out in our Financial Advisory arena are: trusted references, expertise branding and effective use of marketing. Read it all..



[[T_F]]Data Leak Prevention – Data Security Solutions – Information Theft Protection, Detection and Prevention Software Productstracefusion_signature=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[[T_F]]

February 7, 2009

Business Goal Setting for New Financial Advisers

Author: admin - Categories: 1st 90 Days Head Start - Tags: , , , , , ,

targetgoalWhile it would be unrealistic for brand new financial advisers to have any sort of grand dreams and vision for their business until they have spent some time in the business, it’s still important to set business goals and achieve them, because good results drives the passion in the beginning.

How should a new adviser go about their Goals Setting? Read it all..



[[T_F]]Data Leak Prevention – Data Security Solutions – Information Theft Protection, Detection and Prevention Software Productstracefusion_signature=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[[T_F]]

February 2, 2009

How to Get off the Starting Blocks in Financial Planning Services

Author: admin - Categories: 1st 90 Days Head Start - Tags: , , , ,

Starting Block

Now that you’ve passed all your licensing exams and eager to launch your financial planning career, you realized that there are tons of things that needs to be learnt and to be done. Many people get stuck in the complexity, have misplaced priorities, eventually tire out and fall off.

To get off the starting blocks fast and right, here are five things to work on:

Read it all..



[[T_F]]Data Leak Prevention – Data Security Solutions – Information Theft Protection, Detection and Prevention Software Productstracefusion_signature=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[[T_F]]