Inspired Advisor Blog

Shed Your Corporate Image to Attract More Clients!

Share/Save/Bookmark
November 7th, 2009

Those of you who are experienced Client Attraction Masters Circle members have learned this lesson very well. However, it is so huge that it is worth reminding because it is way too easy to fall into old habits.

As I am sure you know, we are in a full blown new era of advising.  We are now officially in This is a new era of 21st century advising and that calls for 21st century client attraction. What worked in the past in many cases does not work now.   This includes how advisors hold themselves out to the public.

The image that you portray to the public, or as I like to call it the world, is your big opportunity to attract people in to you.   It has everything to do with how you bring in clients SO make it good and do it right!

In the past, advisors liked to create a feel of having a larger company behind them. It was a feel of being extraordinarily professional and almost institutional.  This served a real purpose ~ to give the image of stability.  Those rules do not apply in this new era of advising, however, a great many advisors are still doing it this way.  If you are still stuck in the old model you may be wondering why your business slowed down SO much……..

Is the pressure to attract more clients getting in the way of YOU attracting more clients?

Share/Save/Bookmark
October 29th, 2009

For most Advisory Professionals stress and pressure  gets in the way of bringing in those great clients! How are you under pressure?  When you are in a tight situation and have to bring in more paying clients because of self imposed pressure or because of income pressure ~ how do you react?   Do you feel it is easier or harder to bring in more clients?   My guess is it’s harder for you.  It’s so easy to get caught up in the goal and the pressure.

A little bit of pressure can often be a great thing but once it tips the meter it can become “very” detrimental to your success in client attraction.

Today I would like to give you some lessons on why this is the case and a few HOW-to steps you can take to attract more clients under pressure.

How To Get 1,000. More People In YOUR Pipeline

Share/Save/Bookmark
October 26th, 2009

How To Fill Your Client Attraction Pipeline & Keep It Filled

For REAL success you must keep your pipeline filled to the brim so that every month you have more clients coming in! So many advisors have either draught or flood. You MUST have a steady flow of consistently GREAT and inspiring client attraction and therefore continual prosperity!

On this call I am going to show YOU “exactly” how to fill your pipeline and keep it filled.

Bring in “more” clients with: The Client Attraction Prospect Conversion System (2 Call Special Program)

Share/Save/Bookmark
September 29th, 2009

Bring in “more” clients with:  The Client Attraction Prospect Conversion System - Bring in a lot more ideal clients a lot faster!!

Are you looking to get a lot more “First” meetings from prospects so you can turn them into clients? I have the answers for you.

In this special two session program I am going to show you exactly how to do it. You will be able to use this system immediately in YOUR business to convert your prospects to clients.

On this call I am going to give you the exact how-to on bringing people from your Know Me Better System to their first meeting with you! This is an art and a science and I am going to show you “both”.

The world of advising has changed and now more than ever you will need to have a compelling “reason” as to why a prospective client will want to meet with YOU AND a system to plug into your business that works!

I am going to show you exactly how to communicate “why” they should have a meeting with you. By using these steps you will have people calling you wanting to meet.

I will be bringing you through each step of the process along with giving you all the scripts and blurbs you will need in YOUR business to start immediately getting a lot more meetings “faster”!

This is a hugely effective 4 step process! I will be leading you through all four steps so that you can implement it directly in your business immediately. The best way for me to teach it to you and be sure that you have everything that you need is to conduct a two part program.

The first call will be on:

Wednesday October 14th 2:00 - 3:00 pm EST

The second call is on:

Wednesday October 21st 2:00 - 3:00 pm EST

By the end of this two part program you will have a fully customized highly effective process for moving people from prospect to that “First” meeting with you! AND you know what that means……a lot more clients for you!!

This is a full Masters Circle event. As a member you will be receiving the call in information and the worksheets directly in your in-box.

If  you are not already a Masters Circle member then join NOW to begin attracting ideal clients faster and easier!


In Order To Attract More Clients ~ Stop Asking For The Meeting!

Share/Save/Bookmark
September 25th, 2009

Wow okay that was a strange statement wasn’t it?  Advisors have been told to “ask” for the meeting.  Alright well maybe I should clarify a bit more.  Stop asking for the meeting before they “Get To Know You Better”.

Old school prospecting teaches advisors to push and push until you get a meeting.  To “sell” them.  I am here to tell you that does not work, however, you have already probably figured that out for yourself.   I am sure you have experienced a great new client that actually was excited to meet with you and you didn’t have to push.

The biggest thing MISSING in getting those cold prospects in your pipeline to that first meeting with you

Branding That Attracts Your Ideal Clients AND lots of them!

Share/Save/Bookmark
September 11th, 2009

Let’s talk about branding today. For those of you who are Masters Circle members there are few things that I am going to say right now that will be “very” familiar and a few things that will be totally new.

First let me start with 5 super important words of advice for you!

Stop Trying To Fit In!

YOU are your biggest asset in branding. The you that is unique, genuine and natural.  I know, I know, for most advisors this is not easy.  We are so used to giving off a certain image.  Well I am here to tell you that doesn’t work anymore in this new era of global business and especially in advising.

You’ve heard me say that 21st century client attraction is all about being genuine, natural and uniquely YOU. You’ve heard me say that this new era of financial services (globally) is “really” different and that people make their decisions very differently on who they will entrust their money to and whose advice they will listen to.  Well here’s how it work with branding.  In a previous lesson I showed you how branding is YOU.  It’s not your company and it’s not your team’s name it’s YOU.  That’s how it works these days and that’s how clients come in these days.  Let’s look at the old vs. the new.  The new being what works NOW to attract a lot more clients a lot easier.

In the old days many advisors branded themselves as institutional with really large teams or what looked like in their branding as really large teams. They branded themselves as a larger company or relied on being with a larger company as their brand.  They tried to blend in to a professional veneer within that world of columns and old school banks and money management firms.   Their websites were (are) steel buildings on institutional virtual pages where everything smells and feels like large institution even if they are a small team.  Very little can be found about them, who they are and why they are unique.  In short there is NO personality to them!  This is a HUGE issue in our new era of advising.

The advisors that are winning today in this new era do everything from a genuine transparent and natural branding point of view. It’s much more real and much more relaxed.  They are not afraid to let people know who they are and most of all let their unique personality, experiences and excellent judgment shine in their branding.  YOU are YOUR biggest asset in branding!  I can’t say that enough.

The bottom line is!!  People NOW, more than ever before in our history, want to work with “people” not institutions. They want to work with people who are unique and genuine.  People who they have the opportunity to get to know in more than JUST business!

This is not just financial services there has been  a lot of talk about this in the world of global business and branding. Today I am showing you two wildly successful commercials to show you what I am talking about.   These are two of the top rated ads running on TV right now.  Totally cool ads!

This Intel ad has “nothing” to do with a product or how well it works. It has everything to do with its personality.   It shows its personality in a BIG way in this commercial.

This Travelers Insurance ad (one of the most popular on the air right now) is all about personality and as far away from institutional as you can get! No product or service!  It shows people real life stuff that has nothing to do with institutions.   You are brought into a home, a neighborhood and a pet’s life.  By the way the dog that was used in this commercial is a rescued dog.  Now how cool is that.

Your assignment:

Start showing people who you are!  Let your personality come through.  Be natural, genuine and unique.  Here are three first places you want to do that.

On  the homepage of your website

In every single newsletter that you send out

Are you a Client Attraction Masters Circle Member?  If not then what are you waiting for?  Join NOW to attract a lot more ideal clients a lot easier and faster. Work less hours and attract MORE ideal clients!


Branding for Client Attraction Video Lesson #2

Share/Save/Bookmark
August 26th, 2009

This Travelers Insurance ad (one of the most popular on the air right now) is all about personality and as far away from institutional as you can get!  There is no product or service!  It shows real life stuff that has nothing to do with institutions.  You are brought into a home, a neighborhood and a pet’s life.  NOT a product or a service ~ that’s powerful stuff in this new era of genuine, transparent and real life!

*By the way, the dog that was used in this commercial is a rescued dog.  Now how cool is that.


Branding For Client Attraction Video Lesson #1

Share/Save/Bookmark
August 26th, 2009

This Intel ad has “nothing” to do with a product.  It has everything to do with its personality.  It shows its personality in a BIG way in this commercial.Totally hilarious and champions the personality of the firm AND its people.  This is the Co-Inventor of the USB being treated like a rock star. There is a BIG lesson in branding in this example.  Being unique and letting your personality through is a big asset.  YOU are the branding and YOU are your biggest asset.


Announcing the Powerful 4 Week Special Client Attraction Program!

Share/Save/Bookmark
August 17th, 2009

How would you like to have my most popular and powerful client attraction system plugged into YOUR business on autopilot for the next 12 months!  Attracting tons of ideal clients for you easily over the next 12 months! I am going to show you exactly how!

This is BIG stuff!!  I have decided to run an extraordinary four week program inside the Client Attraction Masters Circle in September so that YOU can implement one of my most powerful client attraction systems in your business.  I am going to personally guide you through plugging it into YOUR business for BIG results.

Attracting Ideal Clients to Your business Now with the Client Attraction Conference Call Series System Four Week Program.

I am going to be teaching and guiding through the exact step-by-steps of one of my most powerful, effective and popular client attraction systems in a very special custom program for YOU. The Client Attraction Conference Call Series System ~ incredibly powerful client attraction.

I am going to do this through a custom guided 4 week program.  By the end of the program you will have YOUR personalized (custom) conference call series system in YOUR business that will work on autopilot for the next 12 months! Powerful stuff for client attraction!  I will be helping you choose the exact subjects, speakers, communication, language and ALL that you will need to plug it into YOUR business and start attracting a lot more client a lot easier ~ including exactly HOW to get people on YOUR invitation list for BIG results.

This is a powerful and effective program that I would normally charge $1,000. or more for because the amount of business you will receive from it is so HUGE. However, I have decided to make it a part of the Masters Circle for this September program! So take advantage of it!  You can expect really big business from it!

Switching on the Light bulb of Your Client Attraction

Share/Save/Bookmark
August 11th, 2009

Communicate with courage!

Warning what I am about to tell you will take a little bit of courage and for some advisors a bit more than a little bit of courage.   ;)

I am going to share with you one of the most common things that advisors leave out in their client attraction. Even at the beginning of my own client attraction as an advisor I had to find the courage to do this.  When YOU do it, it’s like switching on the light bulb of your client attraction.

RSS Feed RSS Feed

More Clients...Delivered!

Get your FREE weekly tips on "How To Attract More Assets & Clients," to gain more revenue and work fewer hours (a $99 value).



Be Social

Join Kirsten on:

LinkedIn
Facebook     Twitter



Latest Tweets


The Masters Circle

The Masters Circle is my members-only group for advisors who are serious about taking client & asset attraction to a new level.

Become a Fan!


Ultimate Seminar Invites

6 Steps to Creating Seminar Invitations for Ultimate Client Attraction gives you step-by-step secrets to attract the right people to your seminars.

Learn More >


Never Miss a Blog Post

RSS View Blog RSS Feed
Email New Posts via E-mail:
Enter E-mail Address

Get Hired as an Advisor!

A Foolproof Guide To Getting Hired As a Financial Advisor
An easy, step-by-step guide that dishes the secrets you need to know to become the candidate that everyone wants.