May 31, 2021 Comments Closed

Marketing vs. Prospecting

Posted by:CLIFTON WARREN

Did you know that for a shark to breathe, it must keep moving? This movement forces water through its gills; if it stops, it drowns. The same is true for your marketing program. It must remain active; if it stops for any length of time, it loses its strength. I often see professionals experience difficulties…

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April 30, 2021 Comments Closed

Stop Using A ‘To-Do’ List and Start A ‘Have-To’ List

Posted by:CLIFTON WARREN

Do you ever find yourself constantly recalling some tasks you need to attend to, when there are others you might forget for days or weeks, or even forever? You are probably not alone. People regularly ask me for tips on how to manage those items that scream for your attention and keep jumping up to…

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March 31, 2021 Comments Closed

Referrals: Stop Waiting and Start Asking

Posted by:CLIFTON WARREN

Referrals are the fastest way to grow. There is no other marketing activity that is more effective than a pro- active referral process. Sadly though, many professionals miss this opportunity because they naively assume that their best clients will naturally refer them. You will never have as many referrals from your loyal clients as you…

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March 1, 2021 Comments Closed

Is Your Marketing Division Effective?

Posted by:CLIFTON WARREN

In my experience working with many financial services professionals and businesses, I have found most have access to a good product division (their insurance, banking and finance offering), good compliance division, good service division, but a non-existent marketing division. One of the reasons the marketplace seems so crowded is that most professionals have not differentiated….

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January 31, 2021 Comments Closed

Time Is Money: Spend It Wisely

Posted by:CLIFTON WARREN

‘Time is money’. Nowhere is this truer than in financial services. And it isn’t about how much time you have. It’s how you use the time you have that will ultimately determine your level of success. You have two options about how you spend your time. You can focus on tasks or on results. Professionals…

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January 3, 2021 Comments Closed

Leveraging Relationships: A Safer Bet

Posted by:CLIFTON WARREN

It’s definitely popular, but when you think about it, social media marketing is a bit of a gamble. Here are some interesting facts and statistics. Did you know? There are over 1.7 billion websites on the Internet 9 new websites are created every minute The first YouTube video was uploaded in 2005 Today, more than…

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November 30, 2020 Comments Closed

Getting on With It and Getting Things Done in 2020

Posted by:CLIFTON WARREN

“Since we cannot change reality, let us change the eyes which see reality” Nikos Kazantzakis This has been a year like no other. The global pandemic has had an impact on every business and industry, regardless of size. My business is no exception. I’ve been busy – innovating, launching new services and expanding my reach…

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October 30, 2020 Comments Closed

Six Numeric Elements of Selling for Top Professionals

Posted by:CLIFTON WARREN

As markets and economies begin to reopen after the pandemic the future looks bright for well-trained professionals. Your clients and prospective clients will need your products and services, and your help and advice. Top professionals have continued to do well because they understand an important concept: products do not sell themselves; salespeople sell them. And,…

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September 30, 2020 Comments Closed

Are Your Marketing Materials Client-Centric?

Posted by:CLIFTON WARREN

‘Knowledge workers’ are those who think for a living. The term was first coined by Peter Drucker. He defined knowledge workers as high-level workers who applied their theoretical and analytical knowledge, acquired through formal training, to solve complex problems or develop new products and services in their fields of expertise. He noted that knowledge workers…

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August 31, 2020 Comments Closed

Understanding the Dynamics of Low Percentage and High Payoff

Posted by:CLIFTON WARREN

When I was a kid growing up California, the Oakland A’s were ‘my’ baseball team and Reggie Jackson was my favourite player. Reggie’s nickname was ‘Mr October’ – for his postseason clutch hitting. During his career he hit 563 home runs, placing him 13th on the all-time list. He also has the dubious distinction of…

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