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Financial Advisor Hypocrite

Suppose you walk into a doctor’s office for an exam. After the exam he says to you, “You know, you really need to lose some weight.” You think to yourself, “Wow! That’s the pot calling the kettle black. My doctor must be at least 60 pounds overweight and he is telling me about my weight. Where does he get off?” How different is the above scenario from you telling your clients how to improve their net worth and protect their estate when your net worth is in shambles and you have no estate to speak of? Don’t be offended by this. The best way to change something is to accept the truth. Don’t deny it– you really have no right to tell others how to manage their finances when you have no evidence that you can manage your own. When I posted this notion previously on LinkedIn, there was a slew of comments from people who had been ill and used that as a justification for their low net worth. Others mentioned their youth and how they cannot be expected to have accumulated much. Again, you have more power when you accept the truth rather than generate defenses to it. […]


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Posted by Larry Klein - January 5, 2015 at 1:20 am

Categories: Advertising & Marketing   Tags: , , ,

Fundamental to Uber-Success in Financial Services Marketing

Would you like to call up your clients and have them buy whatever you recommend without hesitation?  Would you like to have a database of prospects where each month, you successfully convert a handful into new clients like clockwork? This is indeed possible yet seems unlikely to many producers because they overlook a critical aspect of making money the easy way. The idea is to develop such transparent trust such that your followers buy whatever you recommend. My Experience with Uber-Success When I was a producer in the securities business, I would come to the office each day, call several clients and make a trading suggestion and they would all say yes.  On an average day, I would generate $5000 in gross commission.  It was simple and easy because I was extracting value from my followers. I also maintained a database of prospects, about 800 or so.  Each month these people received my newsletter and also occasionally received an invitation to an upcoming seminar.  Over time, they received a continuous flow of new and smart observations convincing them that I was a person that added value.  While they were not yet clients, each communication was moving them closer and closer […]


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Posted by Larry Klein - June 27, 2014 at 7:28 pm

Categories: Advertising & Marketing   Tags: , , , , , ,

Has Life Turned Out as You Planned? How to Obliterate Failure and Master Success

Trees don’t grow in the inner city.  The inner city is paved with concrete and asphalt and trees need a clearing of soil to take root. They also need sun and water. Hold this idea of a required clearing and conditions for success and let’s see how to apply it to your goal and obliterate failure. Why You Don’t Have the Success You Want If you say that you have the success you desire in all domains of life, you are lying.  Whether it be financial, in relationships, or inner happiness or satisfaction, there is some area where you are not as successful as you would like.   Let’s get to the bottom of why and then provide a fix.   Lack of Success Reason #1: You Don’t Follow instructions I have created marketing systems for financial advisors for the last 20 years.  For the most part (and a lesser degree, the reasons below),  those who have been successful with the marketing systems have followed the instructions.  Those that have failed, have not.  Sadly, many that have failed just did not read the instructions.  Others unknowingly violated the instructions and actually thought they were indeed complying with the instructions. This failure […]


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Posted by Larry Klein - February 28, 2014 at 10:55 pm

Categories: business growth   Tags:

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