Tip of the Day Archive 

In his book, The Professional’s Guide to Financial Service Marketing, Jay Nagdeman offers smart ideas and tips on practical marketing that provide a new perspective on marketing issues. Following are some of his insights....

One evening I came across a fascinating animal act featuring a cat trainer with a half dozen cats of varying sizes, shapes and colors. The trainer simply used a combination of treats and verbal praise to motivate his cats to perform difficult tricks. ...

Fifty percent of your clients will offer referrals if you would only ask. But there is only a 17 percent chance you will ask for referrals. Here are some important tips to get those referrals....

Follow these six tips to increase your personal connections with clients and prospects. ...

There’s a lot of talk about how the world of sales has changed. Pundits rant about the “new normal,” “new realities,” “Web 2.0,” etc. The truth? Nothing’s changed. People buy from people. ...

Using testimonials is a great way to build credibility and develop rapport. In addition, customer endorsements are an effective sales tool when responding to a prospect’s objections. ...

Convincing prospects of the potential need of caregiving is an essential part of LTC sales....

Last month I shared four valuable benefits of life insurance. Here are four more reasons to own cash-value life insurance....

Today’s popular and effective marketing ploys were born on the road with one of the most iconic bands of all time—The Grateful Dead. ...

Referrals are the driving force behind most advisors' practices. Without them, sales suffer and practices close their doors. Bill Cates, president of Referral Coach International, suggests nine ways to get more referrals....