Archive for the ‘Event Planning’ Category

How much money are you leaving behind on the table?

You are marketing in various places. You are receiving leads and referrals.
Your lead generation strategies are working. Statistics show that most financial advisors are easily converting 30% of lead traffic.

The important questions for every financial advisor are -

• Am I satisfied with just the low hanging fruit?
• What do I do with remaining 70% of leads generated?.
• How can I easily increase the lead conversion percentages?
• What strategies can I utilize to not loose sight of the harder to convert leads?
• How effective are these strategies?

To fully understand the amount of money left behind on the table… ask yourself these questions.

• How much does a lead or referral cost you? If you are part of a networking organization, the cost of the lead is not just the cost of membership. It is membership plus the time you spend attending the meetings.
• Are you purchasing leads and at what cost?
• Do you use rented lists and at what cost?
• Do you use telemarketing to contact these leads?
• Do you use direct mail to contact these leads?
• How can I make more income from my present lead generation?

Given that not all leads will not convert into business – What effective marketing strategy can you employ to increase the hard to convert leads. Read on to find out how professional financial advisors are Read the rest of this entry »

Why are you having this event?

Who are you inviting to this event?

What do you hope to get from this event?

If you don’t have clear answers for these questions, then you might as well throw your money away.

A common mistake made by many financial planners, especially newcomers to the profession, is to go out and spend a wad of cash hosting large, costly galas where any Tom, Dick and Harry attend, but with little or no benefit to you, the financial advisor. That’s where your Professional Event Planner comes in to the picture and can save you time and money. Read the rest of this entry »