We just returned from the SMA Expo in Las Vegas. We can't say enough about the quality of the folks that came by to see us. This year there was a genuine interest in trying to offer quality service to their clients. Most of the advisors were trying to build systems to stay in communication with their clients. Most of the advisors we spoke to were also recognizing that they needed to get a strong internet presence to reach the baby boomer market. And many advisors were focusing on systems to reach the children so they could keep the assets.
We're #1!
The educational sessions were similarly focused on communication and building stronger relationships. The most highly regarded session had to be from Kelly Shaw, who talked about the 'Top Ten Tips from Leading Advisors'. He constructed it by interviewing top advisors at the conference - these are guys who are generating $750,000 to over $1 million a year in income. From their comments he put together an entertaining presentation that included several important lessons. One of his big themes was 'wowing your clients'.
When Kelly got to the #1 Tip he said you have got to embrace technology and specifically you need to get started with BuildYourMarket.com. We were standing in the back of the room and it really caught us by surprise. We knew Kelly was a big advocate, but he really thanked us for making a big difference in his business. He was very enthusiastic about our drip marketing campaigns, client greeting cards, newsletters and our website. If you want to know more about Buildyourmarket, check out one of our Power Marketing webinars.
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