Author Archives: Mark Satterfield
How to get more affluent clients
I think that most financial advisors shy away from implementing a marketing system largely because it just seems too complicated. In fact all you need to do is follow 4 simple steps if you want to implement a marketing system …
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No Time For Marketing
From a practical perspective, marketing can become awfully time consuming. I mean who really has the time to blog, twitter, facebook, linked-in, develop interesting free reports, drip market….as well as take care of your current clients? It’s easy to caught …
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Social Media for Financial Services
According to an article in B2B Marketing Magazine, financial services companies are slowly stepping into the often confusing maze of social media, albeit in a cautious manner. Interestingly, some of the more socially advanced financial companies are in the wealth …
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Avoid Being Overwhelmed With Marketing
I think the biggest problem many of us face when it comes to marketing, is that we simply get overwhelmed. There just seems to be so many moving parts that it’s easy to throw up one’s hands and say, “I …
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Become the “Master Chef” of sales stories
I think that telling stories is a bit like cooking. Most of us know the basics. So why are only a few of us great chefs? The key is that they understand how the ingredients fit together. They know when …
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The mad rush to the middle
You can play it “too safe” when developing your marketing story. Here’s what I mean. Instead of looking at the competition and then doing something different, what is the typical reaction? They look at the competition’s site and largely copy …
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Getting Clients To Call You
If we’re perfectly honest about it, most of us just don’t enjoy chasing down clients…trying to convince them to do business with us. Personally, I’d much rather have prospects call me, and for years I wondered if there was a …
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Using Stories at the Academy Awards
One of the more interesting features of the Academy Awards were the backstories from presenters on what motivated them to enter the world of show business. These “personal stories” have applicability to all of us who desire to build relationships …
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