Guerrilla Marketing for Financial Advisors

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Over forty ways to leave your marketing miseries behind. Through the eyes of two Guerrilla Marketers, this book shows you Guerrilla Marketing ideas to help you make more as a financial advisor than you ever thought possible.
Albert Einstein once wrote "The significant problems we face today, cannot be solved at the same level of thinking as when we created them. " Today's financial advisor must change their thinking and upgrade their ...
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Overview


Over forty ways to leave your marketing miseries behind. Through the eyes of two Guerrilla Marketers, this book shows you Guerrilla Marketing ideas to help you make more as a financial advisor than you ever thought possible.
Albert Einstein once wrote "The significant problems we face today, cannot be solved at the same level of thinking as when we created them. " Today's financial advisor must change their thinking and upgrade their marketing not only to survive but stay ahead of the competition.
Jay Conrad Levinson, author of the highly successful Guerrilla Marketing series of books has teamed up with Grant W. Hicks, CIM, FCSI , a financial advisor for the last fourteen years to uncover all aspects of marketing for financial advisors including prospecting, client management, referrals and professional image. Look at the most successful advisors today and you will find that they lack systems and strategies to attract top clients and prospects that work. This work is a collection of fourteen years of researching and testing the best ideas for financial advisors.
From Jay Conrad Levinson's upcoming "Guerrilla Marketing for The 21st Century," this describes guerrilla marketing: "I'm referring to the soul and essence of guerrilla marketing which remain as always -- achieving conventional goals, such as profits and joy, with unconventional methods, such as investing energy instead of money. I'm also referring to humanity which is relatively unchanged since the first book, indeed, since the first human. Guerrilla Marketing started out a single volume and has since acted biblically by being fruitful and multiplying into a library of sixteen books andcounting, a CD-ROM, an abundance of video and audiotapes, a print newsletter, an online newsletter, a consulting organization, a valuable website (at gmarketing. com), an internationally-syndicated column for newspapers, magazines, and the Internet, and presentations and speaking in enough countries for us to consider forming our own Guerrilla United Nations.
Go to any bookstore and you will find hundreds of books on marketing. Try and find a book on marketing for financial advisors, and you will have a difficult search. Now try the internet for websites on marketing ideas for financial advisors. You will find a few websites, but the resources are scarce. This book is the answer to immediate sales and marketing ideas to increase business. Jay's website gmarketing. com has all the tools to turn you into a Guerrilla Marketer. Grant's educational website financialadvisormarketing. com has links to hundreds of additional resources to help any advisor at any level become more successful. Most advisors today do not have the time to devote to a time consuming or expensive marketing development program. This easy to read book will be an abundance of resources advisors need to dramatically change and grow their business. Guerrilla marketing is needed because it gives small businesses a delightfully unfair advantage: certainty in an uncertain world, economy in a high-priced world, simplicity in a complicated world, marketing awareness in a clueless world.
Inside you will find nine chapters to help build your business. The following is a chapter summary that will take the reader through forty business and marketing ideas, principles and examples that have been used successfully.
Chapter 1- Build a Better Business and Marketing Plan
Chapter 2- Getting New Clients from Outside Sources
Chapter 3- Getting New Clients from Internal Marketing
Chapter 4- Welcoming New Clients
Chapter 5- Wowing Clients
Chapter 6- Mastering Service for All Clients
Chapter 7- Taking Your Business to the Next Level
Chapter 8- Marketing Principles for Financial Advisors
Chapter 9- Guerrilla Marketing Tools and MArketing Action Plan Worksheets
This is the ultimate time for advisors to become more referable, improve their brand and build their business. Guerilla Marketing For financial Advisors is an action plan. If you want to be a successful advisor in your market and improve your client service levels, then Guerilla Marketing For Financial Advisors is your marketing blueprint.
It is time for advisors to take action.
Here is the man to transform you into a marketing guerrilla - Jay Conrad Levinson.
Jay Conrad Levinson is available as a speaker and consultant.
Jay Conrad Levinson
Guerrilla Marketing International
P. O. Box 1336
Mill Valley, CA 94942
tel/fax (415) 381-8361 (800) 748-6444
gmarketing. com
In addition to being a Retirement Planning Specialist and author, Grant Hicks is a professional speaker.
Grant can be reached at
771 Shorewood Drive, Parksville, British Columbia, Canada V9P 1S1
Tel: (250) 248-2824 or (250) 248-0343 Fax: (250) 248-3837
Email : grant@financialadvisormarketing. com
Website: financialadvisormarketing. com
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Product Details

  • ISBN-13: 9781412003995
  • Publisher: Trafford Publishing
  • Publication date: 9/10/2003
  • Pages: 294
  • Product dimensions: 6.34 (w) x 8.94 (h) x 0.64 (d)

Meet the Author



Grant Hicks is the co-author of the book "GUERRILLA MARKETING FOR FINANCIAL ADVISORS" Secrets For Making Big Profits from your Financial Advisory Business, from Trafford Publishing.

Grant has teamed up with Jay Conrad Levinson who is the author of the best-selling marketing series in history, "Guerrilla Marketing," plus 29 other business books. His books have sold 14 million copies worldwide His guerrilla concepts have influenced marketing so much that today his books appear in 39 languages and are required reading in many MBA programs worldwide.

Grant's background includes building up a financial planning firm from twenty advisors to over sixty advisors in three years. He personally built up a book of business rapidly from one million to over forty million under management in just over two years. He won the best ideas contest in 2001 for Canadian financial advisors for his innovative marketing ideas and was featured across Canada at the Advisors Forums and in Advisors Edge, Canada's magazine for financial professionals. His ideas have also appeared on Advisor.ca, a Canadian advisors marketing and business building website.

Grant speaks to audiences of financial advisors, mutual fund wholesalers and insurance professionals on a regular basis about how to build your business through his marketing ideas. His website financialadvisormarketing.com is a virtual search engine for marketing for investment professionals and the financial industry with hundreds of links to the best marketing ideas and speakers in the industry today.

He holds the Canadian Investment Manager, (CIM) portfolio management designation from the Canadian SecuritiesInstitute and is a Fellow of the Canadian Securities Institute, the highest mark of professionalism in the Canadian Securities Industry (FCSI). Grant is a long-standing member of the Canadian Association of Financial Planners (C A F P) and The Canadian Association of Insurance and Financial Advisors (C A I FA, now called Advocis) and the Federation of Independent Deposit Brokers ( FCIDB) .

He owns Hicks Financial, a fixed income management company and is also President of Hicks Financial Consulting, a marketing and consulting firm to the financial services industry. He focuses on helping investors increase their income and afford an Island Lifestyle through his Island Lifestyle Program.

Grant writes a weekly column on financial topics in his hometown newspaper in Parksville, British Columbia. He is married with two children. Grant played professional hockey in Europe, before starting a career in the financial services industry in 1989.

Jay Conrad Levinson is the author of the best-selling marketing series in history, "Guerrilla Marketing," plus 29 other business books. His books have sold 14 million copies worldwide. His guerrilla concepts have influenced marketing so much that today his books appear in 39 languages and are required reading in many MBA programs worldwide. Jay taught guerrilla marketing for ten years at the extension division of the University of California in Berkeley. And he was a practitioner of it in the United States -- as Senior Vice-President at J. Walter Thompson, and in Europe, as Creative Director and Board Member at Leo Burnett Advertising.

He has written a monthly column for Entrepreneur Magazine, articles for Inc. Magazine, and online columns published monthly on the Microsoft Website -- in addition to occasional columns in the San Francisco Examiner. He also writes online columns for several Internet websites, including Netscape, America Online, Fortune Small Business and Hewlett-Packard.

Jay is the Chairman of Guerrilla Marketing International, a marketing partner of Adobe and Apple. He has served on the Microsoft Small Business Council and the 3Com Small Business Advisory Board. His Guerrilla Marketing is series of books, audiotapes, videotapes, an award-winning CD-ROM, an Internet website, and a breakthrough online marketing advancement called The Guerrilla Marketing Network, a marketing support system for small business, a way for business owners to spend less, get more, and achieve substantial profits.

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