Financial Advisor Marketing and Resources for Advisors with Jobie Summer » Jobie Summer http://resourcesforadvisors.com/blog Financial Advisor Marketing - Where Advisors Go For Advice Thu, 06 Oct 2011 22:23:57 +0000 en hourly 1 http://wordpress.org/?v=3.2.1 Financial Advisor Marketing: Second Opinion Success http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/financial-advisor-marketing-second-opinion-success/ http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/financial-advisor-marketing-second-opinion-success/#comments Thu, 06 Oct 2011 20:51:29 +0000 Jobie Summer http://resourcesforadvisors.com/blog/?p=235 Screen shot 2011 10 06 at 2.38.02 PM 300x145 Financial Advisor Marketing: Second Opinion Success

We just had a great call with Stephen Anderson on How To Create and Offer A Second Opinion Service.

Here is the recording so you too can join in on the fun! Click here to listen

Download it to your i-pod or MP3 player Click here to download

It’s short and sweet and explains by far the easiest, path of least resistance marketing method for more success, more appointments, more assets and more new clients than any other prospecting method. This Financial Advisor Marketing strategy is so timely it would be crazy to prospect any other way!

Here’s the premise …. If 9 out of 10 affluent households welcome a second opinion on their families finances common sense dictates that you would want to offer a second opinion service.  Why on earth would you want to market any other way? The problem is most advisors have no idea how to create and offer a second opinion service. That’s exactly why I interviewed Stephen Anderson.

About Stephen Anderson:
Many of you might know Stephen as the creator of the Audio Business Card and more recently the Multimedia Business Card.  He’s created it for over 26,000 financial service professionals over the last 25 years.  It’s an undisputed fact that his Multimedia Business Card has created more Million Dollar Producers in the last quarter century than any other speaker, trainer, coach or consultant.

You can also learn more by visiting: www.SecondOpinionSuccess.com

Enjoy,

Jobie Summer

]]> http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/financial-advisor-marketing-second-opinion-success/feed/ 0 Financial Advisor Referral Marketing Free Interview http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/financial-advisor-referral-marketing-free-interview/ http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/financial-advisor-referral-marketing-free-interview/#comments Thu, 22 Sep 2011 17:10:30 +0000 Jobie Summer http://resourcesforadvisors.com/blog/?p=219 Financial Advisor Referral Marketing

Ready to Ramp Up Your Referral Marketing?

Listen to this interview with me and my friend, Rich Thurman. I share my Referral System from my experience with Financial Advisor Marketing and make it easy to implement in ANY business right away. After 15 years of testing and implementing different strategies to improve my own Referral Marketing, I created a Referral Marketing System that really works. I outline my proven system to help you expand your Referral Marketing in your business.

Marketing For Financial Planners or ANY business can be easy with this interview on how to Ramp Up Your Referrals.

http://sbcacommunity.com/1173/spotlight-jobie-summer-financial-advisor-marketing/

Screen shot 2011 09 22 at 10.17.50 AM 300x210 Financial Advisor Referral Marketing Free Interview

Want to learn EXACTLY what to do to start getting more Referrals now? Listen to this interview and discover:

  • How to use 5 magic words to receive referrals every time
  • How to train your clients so they are your biggest advocates and love to give you referrals
  • How to ask for referrals using effective language that opens up the client instead of shutting them down
  • How to receive referrals from professionals in related industries through COIs (Centers of Influence) and Strategic Partners

***During the interview, I share a way to receive 3 Free Marketing Videos to help you grow your business faster, smarter and with the least amount of effort. You can also click here to see the other Financial Advisor Marketing videos right now.

Coming Soon … I will be announcing a FREE teleseminar on Referrals where you can ask YOUR specific questions and get answers

]]> http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/financial-advisor-referral-marketing-free-interview/feed/ 0 Financial Advisor Marketing FREE Videos http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/financial-advisor-marketing-free-videos/ http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/financial-advisor-marketing-free-videos/#comments Tue, 13 Sep 2011 22:25:29 +0000 Jobie Summer http://resourcesforadvisors.com/blog/?p=212 Financial Advisor Marketing videos are now available.

Check out the FREE Videos to improve your Financial Planner Marketing at:

www.ResourcesForAdvisors.com/Getstarted

Marketing For Financial Advisors can be as easy as 1, 2, 3 with these 3 videos.

]]> http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/financial-advisor-marketing-free-videos/feed/ 0 Exciting New Program Coming Soon!!! http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/coming-soon-perfect-practice-membership-program/ http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/coming-soon-perfect-practice-membership-program/#comments Fri, 29 Jul 2011 18:43:08 +0000 Jobie Summer http://resourcesforadvisors.com/blog/?p=198 Perfect Practice Membership Program

I’m so excited!

We are getting really close to launching a video program for Financial Advisors to help them build their practice faster, smarter and with the least amount of effort! It’s all digital so there are no books to read, no seminars to attend.

Woohoo!!!

]]> http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/coming-soon-perfect-practice-membership-program/feed/ 0 Great Way to Market Your Green Business http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/great-way-to-market-your-green-business/ http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/great-way-to-market-your-green-business/#comments Fri, 27 May 2011 15:51:26 +0000 Jobie Summer http://resourcesforadvisors.com/blog/?p=178 The Sustainability Marketing Series: How to Market your Green Side

I am excited to announce a series on how to market your Green business. This training is easily downloadable and can be listened to on your own time. Just download it to your computer or listen on the go with your ipod. 

Learn more at www.marketyoursustainablebusiness.com

Topics include:

  1. Consumer Attitudes and Behaviors: Who cares and why?
  2. Sustainability Marketing Strategies: Creating the right green road map
  3. Referral Marketing: Strategies to ensure referrals come your way every time
  4. Profiting from PR and Social Media: Creating your green PR system
  5. Terminology and Message Development: Successfully rising above the green clutter
  6. Synthesizing for Success: Putting it all together to get results

Learn more at www.marketyoursustainablebusiness.com


]]> http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/great-way-to-market-your-green-business/feed/ 0 Tips to Deal With Awkward Situations During Your Seminars http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/tips-to-deal-with-awkward-situations-during-your-seminar/ http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/tips-to-deal-with-awkward-situations-during-your-seminar/#comments Thu, 17 Mar 2011 04:26:50 +0000 Jobie Summer http://resourcesforadvisors.com/blog/?p=170 Have you ever given a seminar and had some awkward situations and you just didn’t know what to do?

In this video, I give tips to deal with difficult questions, people who show up late and rude guests. I show you how to respond to these situations like a professional speaker instead of an amateur.

Please comment below and share this video with other Financial Advisors!

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]]> http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/tips-to-deal-with-awkward-situations-during-your-seminar/feed/ 0 Want to Be More Effective With Your Seminar Presentation? http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/want-to-be-more-effective-with-your-seminar-presentation/ http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/want-to-be-more-effective-with-your-seminar-presentation/#comments Thu, 17 Mar 2011 04:21:11 +0000 Jobie Summer http://resourcesforadvisors.com/blog/?p=165 Here is a video with some great tips to help you be more interactive with your Seminar so that people start to Know, Like and Trust you.

This is the key to scheduling more appointments so you can expand your practice.

[There is a video that cannot be displayed in this feed. Visit the blog entry to see the video.]

]]> http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/want-to-be-more-effective-with-your-seminar-presentation/feed/ 0 Want to Schedule More Appointments During Your Seminars? http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/seminar-marketing-for-financial-advisors-how-to-schedule-more-appointments-during-a-seminar/ http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/seminar-marketing-for-financial-advisors-how-to-schedule-more-appointments-during-a-seminar/#comments Thu, 17 Mar 2011 04:09:16 +0000 Jobie Summer http://resourcesforadvisors.com/blog/?p=149 With these tips on how to set more Appointments at your Seminars you can be more profitable and help more people.

After viewing the video be sure to comment and share!

[There is a video that cannot be displayed in this feed. Visit the blog entry to see the video.]

]]> http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/seminar-marketing-for-financial-advisors-how-to-schedule-more-appointments-during-a-seminar/feed/ 0 Referral Research Program Is Rockin’ http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/referral-research-program-is-rockin/ http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/referral-research-program-is-rockin/#comments Fri, 09 Apr 2010 22:37:49 +0000 Jobie Summer http://resourcesforadvisors.com/blog/?p=104 Wow! What a fun first week for the Referral Research Program!

I’m doing something I have never done before.

Before I close up for the weekend and enjoy beautiful Hawaii I am taking a moment to reopen the door for 3 more people to squeak in.

I was excited before the program started but now I an even more excited as I am realizing how important this information is at this time.

I know there are a few of you who were on the fence and missed the original registration.

Since this training is not scheduled again at this time I am opening it up for you. You will receive all the materials from last week including the recording to get you up to speed.

I have opened this up to all professionals and you get to bring a friend or colleague for free when you register.

The first call had financial advisors, artists, landscape designers, healers, internet marketers and more …

Click here to register for the Referral Research Program:

http://www.resourcesforadvisors.com/rrp/

Please call with any questions.  My phone number is 877-742-3847.

See you on the call,
Jobie

P.S Here is what  people said after the first call:

“I have been asking for referrals the wrong way for so many years – this is going to completely improve the success of my practice. Thank you, Jobie!”

“You should have charged $97 just for that one day instead of for the whole program.  You WAY undercharged. I am so glad I got in while you are charging such low prices.”

“This is such helpful information that people usually won’t share and I feel so lucky to be on the call.”

]]> http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/referral-research-program-is-rockin/feed/ 0 Sandsculpting: Creating ART Out of Grains of Sand http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/sandsculpting-creating-beauty-out-of-grains-of-sand/ http://resourcesforadvisors.com/blog/financial-advisor-marketing-resources-for-advisors-with-jobie-summer/sandsculpting-creating-beauty-out-of-grains-of-sand/#comments Thu, 25 Mar 2010 19:05:04 +0000 Jobie Summer http://resourcesforadvisors.com/blog/?p=73 I ask you to look at your current clients, associates and friends with the eyes of a child, eyes of an artist ... to see their true potential as your best advocates.]]> So often I speak with professionals who want to build their practice and they forget to look at what is right in front of them.

Jobie with sand sculpture in Kailua1 Sandsculpting: Creating ART out of grains of sand

Watch the video and see how a day at the beach with my friend and artist extraordinaire, Angela Treat Lyon, turned into an exercise of “building something out of nothing”. See the finished product in the photo with “moi” lying next to it!

http://www.audioacrobat.com/playv/WKHMPBDs

Most people look at a pile of sand and just see sand … in the video you can see a beautiful sculpture emerging.

I ask you to look at your current clients, associates and friends with the eyes of a child, eyes of an artist … to see their true potential as your best advocates.

What potential referrals are you missing out on because you haven’t maximized the potential of your clients as your best advocates.

People say to me all the time. “I don’t have enough clients to get referrals”, “I don’t know how to ask without being pushy”, blah, blah, blah …

It is time to learn easy ways to ask for referrals for your business – your clients will love being your advocates. If only you knew how to ask them effectively.

Take the time to learn how – you deserve it!

Click below to learn about the upcoming Referral Training that you can get right from the comfort of your own home.

Note: This training started out being just for financial advisors but I have opened it up for all professionals!

www.resourcesforadvisors.com/rrp

You can click the link … don’t be shy!

Check out the free audio with lots of referral tips in the previous blog below to get a feel for my style of training.

See you on the calls, Jobie

P.S.  Please comment and share this post!

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