Thursday, November 1, 2012

October 2012 Blog Posts on The Prosperous Advisor

Happy November! I had a great Halloween and I'm looking forward to a relaxing Thanksgiving. Listed below are all my posts for October on the Prosperous Advisor.

39 Financial Advisor Marketing Ideas That Rock

Coaching Tip of the Week – The Human Mind and Your Email

Financial Advisor Marketing Ideas: Give Back with a Client Appreciation Event

12 Big Signals That You Need to Update Your Financial Planning Brand

4 Ways to Appeal to Affluent Prospects With Your Brand

Monday Motivation – Are You Committed to Success?


Financial Advisor Business Plan Success

I've been busy giving workshops, working with new clients, and spending time on my passion which is writing for my new blog, The Prosperous Advisor. Since I became a little bored with my marketing tactics, my coach encouraged me to pursue making some videos right from my office desk. So the video above is about the sections you'll need in a Business Plan for a financial advisor. This video was really easy to do. I don't know why I put if off for so long. Please take a look!

Take a look at my Financial Advisor Business Plan Package!

Wednesday, October 3, 2012

September 2012 Blog Posts on The Prosperous Advisor

I've been busy in September creating some great blog posts on my new blog, The Prosperous Advisor. Here are the links for September:

Marketing Question - How do you target a specific niche in your marketing
The age old question is if you declare a niche, how do you target that niche. I think advisors can do a better job of narrowing down their target market therefore improving their results.

Monday Motivation - How to start thinking positively
We have to get out of the rut and turn away from negative people in order to find real success. There are many ways to begin to think in a positive manner. Here are a few ways.

Coaching Tip of the Week - Commitment to Succeed
Not everyone has the will to succeed. In this coaching tip of the week, I explain what gives. It takes real commitment and effort to be a successful person. You just have to dig deep and find that commitment.

Monday Motivation - Never Give Up
Some are more inclined than others to give up. Here's how to never give up.

4 Steps to a Successful End of Year Marketing Plan
Detailed post about how to go about getting the most out of the end of the year with your marketing. This post asks a few questions about the effectiveness of your current marketing plan and offers some tools to be more successful.

Monday Motivation - Moving Forward
Brief nugget about keep on keeping on.

The Great Work-Cation Experiment - Blending Work and Vacation
I had a month long working vacation on the coast. It was an experiment and a HUGE success. In this post I talk about how we can change the way we view vacation and enjoy life more.

See my Affluent Marketing Article in Practice Management Solutions
I'm proud to support the Financial Planning Association. See their digital publication with my article.

And, here's a landing page for my new and updated Business Plan Template for Financial Advisors