by Jobie Summer
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
by Jobie Summer
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/
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
by Jobie Summer
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.
by Jobie Summer
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!!!
by Jobie Summer
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:
- Consumer Attitudes and Behaviors: Who cares and why?
- Sustainability Marketing Strategies: Creating the right green road map
- Referral Marketing: Strategies to ensure referrals come your way every time
- Profiting from PR and Social Media: Creating your green PR system
- Terminology and Message Development: Successfully rising above the green clutter
- Synthesizing for Success: Putting it all together to get results
Learn more at www.marketyoursustainablebusiness.com
by Jobie Summer
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!
by Jobie Summer
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.
by Jobie Summer
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!
by Jobie Summer
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.”
by Jobie Summer
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.
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!
by Jobie Summer
I just completed a call where people asked great questions about how to obtain more referrals. I also discussed the details of the Referral Research Program starting soon.
Loved the enthusiasm! In case you didn’t hear, I made a special announcement on the call and you get to benefit. You might want to check this out first because it is a limited time offer.
Download the MP3 now – this takes a couple minutes but you can download the MP3 and put it on your i-pod
Download quickly and listen online
Click on the audio to discover some of the best ways to get referrals easily and have more fun!
P.S. As a reminder, spaces for the Referral Research Program are filling fast! Register now at www.resourcesforadvisors.com/rrp
by Jobie Summer
Wow! I went to see Avatar this week … truly a life changing movie for me.
I don’t want to give away any of the details but as I sat in my seat with the credits rolling down the screen tears swiftly began rolling down my face. I reflected on how the masses are viewing this movie and how the culture is open and receptive to the changes in our midst. I was so moved as I thought about the part we play in our future that tears kept flowing down my face and sobbing soon began. My friend that joined me asked if I was ok. “Yes”, I told her, “These are tears of pure joy”. I was awestruck by the difference made by a few committed individuals who made a decision to make a difference.
Never doubt that a small group of thoughtful, committed citizens can change the world. Indeed it is the only thing that ever has – Margaret Mead
Why have I made this the topic of today’s blog? In that moment of credits rolling, I felt a more compelling commitment to make a difference as a steward of Socially Responsible Investing … I walked out of that movie even more invigorated around the work that I do and the work of so many of you. We are educators of a movement that is growing with such acceleration. For this commitment I say a big THANK YOU!
The movies that are popular are changing. Of course, the special effects are drawing some people in initially but the message is unmistakable … it is loud and clear. People are attending this movie multiple times to sit in the essence of this movie … to see, feel, hear and live this message in the fullness of the big screen. Remarkable!!!
After experiencing Avatar, I decided to look online to find the official definition of the word “Avatar”. I found many definitions but the one that really stood out for me was by Wordnet.
Avatar: a new personification of a familiar idea
When I look at the evolution of Socially Responsible Investing I see a new personification of a familiar idea. Socially Responsible Investing has been around for centuries in so many forms but now it is taking flight as it swiftly moves into the mainstream just as Avatar is history in the making as it hits the big screen. It is our job to help others understand the true impact of the choices we make each and every day with our money and with our lives.
Be the Change you Wish to See in the World – Mahatma Ghandi
by Jobie Summer
Getting started … what a perfect topic for this first ominous entry.
It seems appropriate that my first blog entry be focused on that step which is often the most challenging in any new venture – the first one. Even with this blog. I have considered writing a blog for years and never seemed to get around to it. Until today, of course … and now all future entries shall be easier as a result. Whew! What a relief to take that first step.
What great practice building ideas have you been meaning to implement
but just haven’t taken the first step?
By taking the first step to implement those creative ideas, you can share more of your talents and gifts with the world and help more people. I have started a teleseminar series to support financial advisors in their success:
Join us for a free teleseminar the first Tuesday of the New Year
January 5, 2010
11:00 Hawaii time – that’s 1:00 PST and 4:00 EST for the rest of you 
“How to build your practice faster, smarter, and with the least amount of effort”
What is your single most important question on how to build your
Socially Responsible Investing practice?
*This teleseminar will be customized based on the questions posed by the attendees. Click below to register and you will be directed to a page where you can ask a question or just register to join us on the call.
Below I have included ideas from other advisors to help you get the creative juices flowing in case you don’t know where to start:
- I want to start a formalized referral program but don’t know how to begin.
- I want to start attracting more clients with seminars but there is so much planning to do.
- I think it is time to take that giant leap to hire an assistant, a manager, a junior advisor but I’m afraid of the financial commitment.
We look forward to connecting with you the first Tuesday of each month for Teleseminar Tuesdays!
Until then be sure to focus on Living a Life you Love to Live!
Jobie
