Free Samples

How many times have you wondered what the heck someone was talking about, then understood perfectly when you saw it? Me, too. So here are a few things that by seeing, you just may understand well enough to adapt to your own practice.

. . . but s/he kept right on talking!poem
The famous poem "Talking" by that great poet Anonymous.
   

marketing piece
There is no stronger professional credibility than having authored an idea. Bulletins allow you to do this, and target anyone, anywhere, any time you think they should hear you.
   

marketing piece

Challenging people to think is not for everyone, and some planners just don't like the idea of "challenging" prospects and their advisors. However, some really professional planners make these fun...for everyone.

   

article

Kurt Vonnegut said, "We are what we pretend to be, so we must be careful what we pretend to be." Stop people from thinking you are only one of the many who are pretending about life insurance. 

   

article

One of the most productive marketing activities you can do at home in your underwear! All you need is your complete client list, time to think, the right questions to ask yourself, and comfortable slippers.

   

marketing segment charts
Few planners understand how to reach the elusive affluent. The ones who do start by defining the affluent in their key segments.

Working with a Marketing Consultant Read | Download .pdf file

 


Home | Private Practice Marketing | Why | Packaging | Techniques | Store & Services
Contents | Workshops | Coaching | Consulting | Testimonials | Fees | Surveys
The Team | Links | Other Resources | PayPal | The End