Savvy Advisor Marketing - As heard on the Forbes Virtual Advisor Conference: Guerilla Marketing in the Internet Age -
Are You Struggling To Attract New Clients?
Are you losing your existing clients to the competition? Volatile markets wreaked havoc on your client’s investment portfolios, their loyalty and patience, and your income. Thanks to the poor economy, the Bernie Madoff scandal, and the general doom and gloom mentality, clients and prospective clients are more skeptical than ever before of advisors and the industry. American's nationwide are searching for honest, ethical, fiduciary advisors who proactively and consistently communicate with full transparency. Are you one of them? How can you thrive in a bad economy while other advisors are barely surviving? I’m Bill Losey. The past year was my best ever. I didn’t lose any clients and I secured at least one new ideal client per month by leveraging my time using the internet and social media. My newsletter subscriber base grew by over 125+ new readers per month; I was approached by a major NYC book publisher; major networks like CNBC and FOX invited me on regularly; and I was interviewed by other major media outlets including Oprah & Friends, Martha Stewart Living Radio, CBS Evening News, U.S. News & World Report, AARP and Bloomberg to name a few. Now…I’m just one guy, operating a home-based business, with no staff. What’s my secret? I became a savvy marketer and you can become one too!
Convert your website from a nice brochure into a money-making machine! Together, with Bill, you’ll review 12 distinct elements of your website and he’ll deliver a 60-minute critique. The session is recorded and an audio file is emailed to you. You’ll be able to discover how to build a site that will generate results and revenue! Does your website suck? It won’t after scheduling your 12-point website audit with Bill. Dial 1-866-786-2521
today! What’s your biggest dilemma? Are you losing existing clients to your competition? Are you wondering how best to attract new clients? Are you curious about how to leverage your time using the internet and social media? Do you want to work fewer hours and make more money? We can help! Bill’s Power Hour Phone Coaching is specifically designed for the advisor who wants honest, unbiased, actionable advice, with no long-term commitment. Stop struggling and call Bill now at 1-866-786-2521 to schedule your coaching session.
Do you have an urge to make a dramatic change in your practice and life? What are your marketing strengths, weaknesses, opportunities and threats? Bill’s S.W.O.T Assessments are designed for individuals/firms who want to get an objective opinion of their situation before committing large amounts of time and money to make their greatest impact. This low-risk project gives specific capital intelligence and findings about the feasibility, your readiness and risks involved in your marketing plans. Find out what you need to do strategically to launch your next step. Call Bill now at 1-866-786-2521.
Imagine having ideal clients call you each month. Envision amassing $5 million+ in new assets each year. Picture yourself using the internet to leverage your time, make more money, work fewer hours and get national media attention. Now imagine this happening year in and year out with 99% of your clients staying with you. Bill’s CARS – Immersion Day (Client Acquisition & Retention System) is specifically designed for smart advisors looking for a personal, one-on-one, face-to-face coaching experience with Bill. Discover the secrets and tactics Bill uses everyday to create and maintain a practice other advisors envy. Call Bill now at 1-866-786-2521 to schedule your day together.
Bill understands that as a Professional Meeting Planner/Program Coordinator, your future depends upon your ability to identify the very best professional experts, and to bring fresh ideas and insights to your audiences. Your clients, whether internal or external, count on you to provide them with exceptional materials, concepts and impact. Consequently, every time Bill speaks, whether it is a keynote, executive retreat, conference, workshop or other venue, he carefully researches the needs and issues facing his particular audience. No two presentations are ever the same. Each is meticulously crafted with “experiential” examples, illustrations, and appropriate humor that will reach out and engage your audience. Although the foundational principles of Bill’s Savvy Advisor Marketing messages are timeless, his energetic-style allows him the flexibility to adapt his message to your group’s unique needs and circumstances to generate the bottom-line ROI you desire. Call 1-866-786-2521 for available dates, to discuss your needs and goals, and to book Bill now!
Keynotes
Keynotes present a unique opportunity for high impact presentations in a one-shot event. Bill seeks to counter time constraints by planning every keynote as a minimum half-day commitment. This allows him the freedom to be available before and after his keynote. He does not practice “speak and run”.
Conferences
Conferences allow Bill the opportunity to follow-up a keynote with additional content on a more personal basis. These settings enable participants to ask questions pertinent to their particular concerns.
In-House Seminars & Training
In-House Seminars allow for a more personal contact over the course of one or more days. More importantly, the content is designed specifically for your organization or association.
Webinars –Virtual Training
Webinars allow for virtual training anytime with no geographic restrictions and significant cost savings because no travel is involved. Like in-house seminars and training, webinar content is designed specifically for your organization or association.
Corporate Retreats
Corporate Retreats are Bill’s favorite venue. The opportunity to interact one-on-one with his client’s senior leadership team in a casual, relaxed environment provides a unique opportunity for strategic planning, formulating innovative breakthroughs, mentoring, and creating lasting relationships.
Business owners and rainmakers often recognize a need for subtle or sweeping change. However, combining your vision with internal/external action and getting your staff on board can seem overwhelming. Bill’s Team/Firm Facilitation services can help when what you’re doing isn’t producing the results you want. He brings value by acting as a dispassionate and objective observer. Bill can help your staff embrace change, challenge their assumptions and illustrate the things they actually can guarantee themselves. Your people will leave with a common marketing purpose and be positioned to attain quicker, superior and sustainable results. Team/Firm Facilitation consulting packages start at $7,500. Galvanize your group now! Learn more by calling Bill today at 1-866-786-2521.
Top executives and high achievers often feel there isn’t enough time to juggle their professional demands with personal responsibilities. If you’re like most successful people, at some point or another you reach a plateau, become complacent, can’t seem to get out of your own way or feel like something is missing. Your gut instinct tells you to press on but you’re left feeling tired, restless or unfulfilled. If you’re eager to chart a new course – or want to breakthrough to play at the next level – Bill Losey can bring his winning ways, seasoned experience and savvy advisor marketing techniques to you and your team. With Bill leading you and guiding you, you can confidently make life transitions, step out of your comfort zone and raise the bar you measure your success with. Annual membership for our Executive Coaching & Mentoring Program is currently $100,000. Learn more and request an application by calling Bill today at 1-866-786-2521.
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My Attorney Made Me Include This:
Bill's blogs, articles, and economic reports are meant to provide you with general investment, financial and retirement information. They are not designed to be a definitive investment guide or to take the place of a qualified financial planner or other professional (because that would be just plain crazy). Given the risks involved in investing, there is absolutely no guarantee that the strategies or methods suggested on Bill's website will ever be profitable. If Bill could guarantee your results, he'd be passing the Grey Poupon to his wife aboard some pimped-out yacht in Tahiti by now. Here's the bottom-line: Bill does not assume liability of any kind for any losses that may be sustained as a result of applying the methods suggested and any such liability is hereby expressly disclaimed. Caveat emptor! Oh, one more thing...portions of the content on Bill's website were prepared by MarketingLibrary.net Inc.