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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:

Overlooked Way to Earn More

For years, I have assisted advisors to gain clients and earn more.  I recall an advisor who once called to tell me that using one of my marketing systems, he was getting in touch with people who could not afford his products.  I researched the demographics of his area and learned that his market was dominated with poor people.  I gave the advisor some simple advice: MOVE! It is shocking that the simplistic thinking of Willie Sutton (“I rob banks because that’s where the money is”) does not occur to advisors.  Just because you were born in a particular city does not mean you need to stay there!  If you want to be a successful advisor, go where the money is: Millionaire households per capita State $1M+ Investable Assets Ratio Millionaires to Total Households 1. Maryland 169,287 7.70% 2. New Jersey 242,647 7.49% 3. Connecticut 100,754 7.32% 4. Hawaii 33,520 7.18% 5. Alaska 18,209 6.75% 6. Massachusetts 174,225 6.73% 7. Virginia 208,187 6.64% 8. New Hampshire 33,867 6.48% 9. Delaware 21,679 6.20% 10. District of Columbia 17,378 6.10% Source: Phoenix Marketing International Of course, there are many small pockets of wealth in the US.  Notice that New York is not […]


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Posted by Larry Klein - January 30, 2014 at 6:15 pm

Categories: Uncategorized   Tags:

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