AnnetteBau

Small Business Marketing Secrets: Where Will You Be and What Do You Want?

Small Business Marketing Secret #1- Where will I be? An important question to ask regarding your small business marketing plan is, “Where will I be if I keep doing what I am doing?” My friend and colleague, Judy Willodson shared a great question she... Read >

Selling Strategies Summit Guarantees More & Better Sales Results – Rev 3

“How can I sell more” is one of the most commonly asked questions we get from advisors and agents. So, I decided to ask 15 leading selling strategists that question in this year’s Selling Strategies Summit. The answers I got are guaranteed to take your ... Read >

Small Business Marketing Strategies: Triple Your Referrals

Small Business Marketing Strategies: Triple Your Referrals through alternative Referral Resources One of the most important small business marketing strategies for improving your practice is to consistently get recommendations from other individuals. A... Read >

Five Small Business Marketing Strategies To Get Affluent Clients To Love You

By Annette Bau, CFP® Practitioner Advisors who want to get noticed and selected by wealthy prospects and clients need to think outside the box. This requires specific presentation, media and marketing strategies that will make you visible to your ideal... Read >

Top Five Financial Advisor Marketing Strategies To Get Affluent Clients To Love You

Most advisors want to get noticed by affluent clients. To help make this happen, you need to know the specific presentation, media and marketing strategies that will make you visible to affluent prospects. Industry experts share these financial advisor ma... Read >

Marketing to the Affluent: The New Normal: What Today’s Economic Climate Means for Advisors of Afflu

According to the popular consultant Richard Weylman, the author of Opening Closed Doors—Keys to Reaching Hard-to-Reach People, the current economic climate offers some terrific opportunities for advisors who wish to work with wealthy c lients. Why? Becaus... Read >

Marketing to the Affluent: Elevate the Experience for Success with Affluent Clients

Brands like Ritz-Carlton, Lexus, and Tiffany & Co. have learned their lesson about how to treat the affluent client and work hard to create experiences beyond what’s normally expected. It’s no secret that affluent clients demand this greater level of ser... Read >

Small Business Marketing Strategies: Stop Asking for Referrals, and Become a Referral Magnet

Small Business Marketing Strategy: Stop Asking for Referrals and Become a Referral Magnet It appears that everything you find these days about referral marketing for small business owners says that all you have to do is ask for them. If only it were th... Read >

Financial Advisor Marketing: The Million Dollar Financial Advisor Question

Our first Financial Advisor Marketing System course helps you create a solid foundation in life and in your financial services business. The first step to creating a solid foundation is to decide what you want. You may now be thinking, “If only it were th... Read >

Small Business Marketing Strategy: The 7 Steps to Explode Your Business

Qualified referrals are something that most small business owners can easily agree the more there are the merrier. The key is simple — you and your small business need to become more referable! In my over two decades of working with successful business ow... Read >

Small Business Marketing Strategy: Creating Your Mission Statement

Top producers and business owners in all industries, who have a wonderful small business (and life) are often governed by a principle based mission statement. The primary step to creating a successful small business marketing strategy and life is to de... Read >

Small Buisness Marketing Strategy: The 7 Steps to More Referrals

Small Business Marketing Strategy: The 7 Steps to More Referrals Most small business owners can readily agree that they would love to attain more Qualified referrals. The key to this is straightforward — both you and your small business have to become ... Read >

Small Business Marketing Strategy: The 7 Steps to Better Clients and More Referrals

Small Business Marketing Strategy: The 7 Steps to More Referrals Qualified referrals are something that most small business owners can easily agree they would love to have more of. The key to this is simple — you and your small business need to become ... Read >

Ping Your Way to Better Relationships: 12 Strategies for Making Better Connections

The Power of Pinging By including relationships marketing in your financial advisor marketing plan, you can increase retention, increase your number of referrals, and win over clients for life. A great way to start is to regularly stay in touch with cli... Read >

Financial Advisor Marketing: Double Your Financial Advisory Results

A recent workshop I attended included a financial advisor marketing and sales session to help improve our results. The industry expert asked, “What’s the worst thing an affluent prospect can say when you ask them to do business with you?" Most of the 200-... Read >