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Smart Marketing, a publication of BuildYourMarket.com, a division of PD Holding Group, LLC.

"What's the number one thing you need to do to increase your income - according to Advisor of the Year?"

September 2007, Issue IX

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Senior Market Expo Impressions

MARKETING HOW-TO
Don't Adopt a 'Bunker' Mentality









Being a financial advisor keeps getting more competitive.
That's why you can't afford to miss our Power Marketing Webinar.

Free Registration

Event: Power Marketing Webinar

Time: Every Wednesday
9:00am PDT,
11:00am CDT,
12:00pm EDT


Cost:
FREE

Bonus Offer!

Attendees will receive "Explosive Marketing Opportunities in the Pension Protection Act of 2006" whitepaper. The PPA represents the most sweeping change in pension law in the last 30 years! There are many new marketing opportunities. Use this roadmap to create explosive growth in your business.


What's New

We're very excited to announce the availability of a new tool that can dramatically increase your stream of prospects. With our partners at LookLocally.com, we recently rolled out Target Search, a Search Engine Marketing tool providing advisors a truly unique solution for local search engine marketing. Our service is designed to deliver an unlimited stream of qualified leads searching for financial advisors in your area to your website. This leaves you more time to concentrate on the face-to-face contacts that lead to greater revenue opportunities. Please contact Customer Care at (877) 670-8641 for more information about this tremendous new opportunity to ramp up your business or email us.

Now available in the Market Module are previews of the 2-Page and 4-Page Newsletters of the Month for September. You can access these Newsletters by clicking on the Monthly Newsletter link in your Market Module. These will then be listed under the heading, "View Recent and Upcoming Newsletters." We also have the 4th Quarter Talking Taxes Newsletter and the 4th Quarter IRA Insights eNewsletter available as Featured Mailings in the Market module under Newsletters and E-Newsletters.

Take a look at what we've added for you and stay tuned for future issues because there's only more in store.

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Senior Market Expo Impressions

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.

Click here for more Kelly Shaw tips


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marketing how-to

Don't Adopt a 'Bunker' Mentality

Now is not the time to hide from your clients. Yes, the financial markets are in more turmoil than they have been in a couple of years. Yes, there's a national election on the horizon that could change many of our tax and retirement plans. Yes, there's the potential for greater terrorist violence. But now is the time to be proactive with your clients.

Here's what's interesting about crisis situations - people want to connect. We can look back at 9/11 and see how communication impacts client relationships. According to studies by CEG Worldwide, when clients were contacted, over 97% of them saw their esteem for their advisor's rise. But there were practical ramifications as well. Over 78% of affluent clients who were contacted said they were likely to move more assets to their advisors' while ‘almost none' of the clients who were not contacted were inclined to add assets. Almost 40% of those who were not contacted were seeking a new advisor and 0% of those who were contacted were looking for a change.

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