Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
The aim of marketing is to know and understand the customer so well that the product and service fits him and sells itself. – Peter Drucker Several years ago we had a new client by the name of Jed* who was a financial advisor. Prior to hiring us, he had spent a lot of time…
Don’t Let A Day Go By Without Building Your List of Prospects, Clients, and Center of Influences. In my post I spoke to you about how important Drip Marketing can be to your business if you want to create a steady flow of income and avoid the “feast or famine” swing (click here if you…
Your marketing is more important than your mastery. You can be the best accountant, dog groomer, life coach, fitness trainer, wedding planner – whatever your business is – but if you don’t know how to get the word out about your business and generate response, you will never create the income you truly desire.’ –…
Have you ever heard the true story about the farmer and his donkey? Hearing a noise coming from his well, the farmer looked in and saw one of his donkeys at the bottom. He couldn’t find a way to get the animal out and since it was quite old, he figured it wouldn’t be worth…
By Sherry Carnahan, aka David Drucker’s Assistant Editor’s note: This article was published one year ago today in honor of our long time client David Drucker. We thought it would be fitting to publish it today. We hope you enjoy reading a bit of our history. The Financial Services Industry will be losing a great…
Growing up I was blessed with a wonderful father who gave me valuable lessons for running my own business. He was a well-loved electrician who worked on televisions, radios, stereos and other electronics. I remember when I visited him he would always have TV’s and radios stacked along the walls in the huge dining room…