Your resource for marketing services, techniques, products and talk tools.

Goods & Services

I brand, re-package and coach above average
advisors who are trying to be great,
to find and develop suitable markets
according to their unique abilities,
expertise and personal temperament.


Performance Coaching

One Month or
x4 one-hour sessions

$500

 

PTMP -
Personal Target Marketing Profile


Personal target market
coaching package

  1. Psychological Testing & Matching
  2. Fact-finding, discussion & recommendations
  3. 1 page summary plus relevant support materials
  4. Free follow up calls as needed

$495

Client Surveys

 

Online and mailed surveys.
Your questions asked, responses analyzed, actions recommended.
Use my experience to ask clients, centers and prospects the right questions the right way.

Survey your clients.
Conduct a second survey within 14 months
for an additional $800

Learn how your clients think
and feel about you.

It isn't what you don't know that'll hurt you.
It's what you know for sure...that just ain't so!

 

$1,500

Price may go down for fewer clients.

 

eBook
Financial Practice Marketing


Updated in 2008!


29 chapters of explanations and techniques
in one PDF eBook
...

$63

JHMCo

Pay a JHMCo bill or other service

Variable Amount

 

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