[{"id":649,"date":"2016-10-10T07:32:09","date_gmt":"2016-10-10T12:32:09","guid":{"rendered":"https:\/\/www.firstincomeadvisors.com\/members\/?p=649"},"modified":"2023-08-14T14:06:20","modified_gmt":"2023-08-14T19:06:20","slug":"capitalizing-on-the-seasons-change","status":"publish","type":"post","link":"https:\/\/www.firstincomeadvisors.com\/members\/capitalizing-on-the-seasons-change\/","title":{"rendered":"Capitalizing on the Seasons Change"},"content":{"rendered":"\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-av_one_full-6126cab7d8fab8d08143dd2dacdf673c\">\n.flex_column.av-av_one_full-6126cab7d8fab8d08143dd2dacdf673c{\nborder-radius:0px 0px 0px 0px;\npadding:0px 0px 0px 0px;\n}\n<\/style>\n<div  class='flex_column av-av_one_full-6126cab7d8fab8d08143dd2dacdf673c av_one_full  avia-builder-el-0  el_before_av_two_third  avia-builder-el-first  first flex_column_div av-zero-column-padding  '     ><section  class='av_textblock_section av-av_textblock-0366cc7376be6c9e82a3e9cc8987b64f '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock'  itemprop=\"text\" ><h1>Capitalizing on the Seasons Change and New Marketing Ideas<\/h1>\n<p>With Thanksgiving right around the corner, now is the perfect time to thank your clients for their business and loyalty. Without them, you would not experience business growth or success. With a simple card, small gift, or a nice email, you can let your clients know that you not only remember them, but appreciate them as well.<\/p>\n<\/div><\/section><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-av_two_third-6126cab7d8fab8d08143dd2dacdf673c\">\n.flex_column.av-av_two_third-6126cab7d8fab8d08143dd2dacdf673c{\nborder-radius:0px 0px 0px 0px;\npadding:0px 0px 0px 0px;\n}\n<\/style>\n<div  class='flex_column av-av_two_third-6126cab7d8fab8d08143dd2dacdf673c av_two_third  avia-builder-el-2  el_after_av_one_full  el_before_av_one_third  first flex_column_div av-zero-column-padding  column-top-margin'     ><section  class='av_textblock_section av-av_textblock-0366cc7376be6c9e82a3e9cc8987b64f '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock'  itemprop=\"text\" ><h2>A Gesture Of Thanks<\/h2>\n<p>Do something meaningful to show your clients that you care about them. Your clients will have a more pleasant experience if you take the time to say \u201cthank you\u201d verbally or through a genuine gesture. To keep clients loyal to you, make them feel valued in one of the following ways:<\/p>\n<ol>\n<li>Old Fashioned Phone Call &#8211; This is a simple and cost free way to wish your clients a Happy Thanksgiving.<\/li>\n<li>Gift Your Clients \u2013 A Starbucks gift card or pumpkin scented candle is the perfect token of appreciation for the fall.<\/li>\n<li>Baked Goods \u2013 Consider sending your clients a homemade pumpkin pie or pumpkin bread. \u00a0For your top clients, a ham or turkey may be the perfect way to show appreciation.<\/li>\n<\/ol>\n<\/div><\/section><\/div><\/p>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-av_one_third-5828a32e3cf02f64c7c0dd4332dfb1be\">\n.flex_column.av-av_one_third-5828a32e3cf02f64c7c0dd4332dfb1be{\nborder-radius:10px 10px 10px 10px;\npadding:10px 10px 10px 10px;\nbackground-color:rgba(190,209,232,0.47);\n}\n<\/style>\n<div  class='flex_column av-av_one_third-5828a32e3cf02f64c7c0dd4332dfb1be av_one_third  avia-builder-el-4  el_after_av_two_third  el_before_av_one_full  flex_column_div  column-top-margin'     ><section  class='av_textblock_section av-av_textblock-0366cc7376be6c9e82a3e9cc8987b64f '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock'  itemprop=\"text\" ><h3><strong>Tip of\u00a0 the Month:<\/strong><\/h3>\n<p>Here are a couple of online pie companies that will ship all over the United States:<\/p>\n<p><strong><a href=\"http:\/\/www.bakemeawish.com\/\"> www.bakemeawish.com<\/a><\/strong><\/p>\n<p><strong><a href=\"http:\/\/www.piegourmet.com\/\">www.piegourmet.com<\/a><\/strong><\/p>\n<\/div><\/section><\/div>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-av_one_full-6126cab7d8fab8d08143dd2dacdf673c\">\n.flex_column.av-av_one_full-6126cab7d8fab8d08143dd2dacdf673c{\nborder-radius:0px 0px 0px 0px;\npadding:0px 0px 0px 0px;\n}\n<\/style>\n<div  class='flex_column av-av_one_full-6126cab7d8fab8d08143dd2dacdf673c av_one_full  avia-builder-el-6  el_after_av_one_third  avia-builder-el-last  first flex_column_div av-zero-column-padding  column-top-margin'     ><p>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-av_hr-0eabcb8162859d5f3787c69ce8ff1969\">\n#top .hr.hr-invisible.av-av_hr-0eabcb8162859d5f3787c69ce8ff1969{\nmargin-top:-40px;\nheight:1px;\n}\n<\/style>\n<div  class='hr av-av_hr-0eabcb8162859d5f3787c69ce8ff1969 hr-invisible  avia-builder-el-7  el_before_av_textblock  avia-builder-el-first '><span class='hr-inner '><span class=\"hr-inner-style\"><\/span><\/span><\/div><br \/>\n<section  class='av_textblock_section av-av_textblock-0366cc7376be6c9e82a3e9cc8987b64f '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock'  itemprop=\"text\" ><p>Thank them for their business in person\u2013 offer a referral promo for the week of Thanksgiving. Thank anyone who comes into your office with discounted services, or a free consultation.<\/p>\n<p><strong>Are you currently hosting client events?<\/strong> How many? A proactive financial professional should consider hosting no less than four of these events each year. Most advisors begin with a more educational style in their events, then eventually move toward more social events once they better understand and become comfortable with the social interests of their clients.<\/p>\n<p>Make your event not only compelling, but easy to attend. Consider issues like parking and transportation ahead of time. Consider how an attendee will arrive\u2014should someone greet them? What do they need to know about the event? How can you make them feel welcome and at ease from the moment they walk through the door?<\/p>\n<p>Successful events are the result of careful thought and pre-planning\u2014they require a great deal of organization. If you don\u2019t feel that you can launch and manage an event like those listed above, find yourself an event planner. Post an advertisement in your local paper or at craigslist.org for an \u201cevent planner\u201d or \u201cmeeting organizer\u201d and you\u2019ll surely find some local professional willing to head up your project and get it accomplished for you. Some client event ideas which they could help you implement and host this fall include:<\/p>\n<ul>\n<li>Apple picking<\/li>\n<li>Pumpkin patch with grandchildren<\/li>\n<li>Skeet shooting<\/li>\n<li>Wine tastings<\/li>\n<li>Cooking classes<\/li>\n<li>The bottom line is: the better your events are, the better attended they will be. In addition, your clients will not only remember them, but want to bring guests with them.<\/li>\n<\/ul>\n<\/div><\/section><\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>With Thanksgiving right around the corner, now is the perfect time to thank your clients for their business and loyalty. Without them, you would not experience business growth or success. <\/p>\n","protected":false},"author":1,"featured_media":658,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-649","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-member-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Capitalizing on the Seasons Change - First Income Advisors Members<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.firstincomeadvisors.com\/members\/capitalizing-on-the-seasons-change\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Capitalizing on the Seasons Change - First Income Advisors Members\" \/>\n<meta property=\"og:description\" content=\"With Thanksgiving right around the corner, now is the perfect time to thank your clients for their business and loyalty. Without them, you would not experience business growth or success.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.firstincomeadvisors.com\/members\/capitalizing-on-the-seasons-change\/\" \/>\n<meta property=\"og:site_name\" content=\"First Income Advisors Members\" \/>\n<meta property=\"article:published_time\" content=\"2016-10-10T12:32:09+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-08-14T19:06:20+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.firstincomeadvisors.com\/members\/wp-content\/uploads\/sites\/2\/2016\/10\/seasons.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"600\" \/>\n\t<meta property=\"og:image:height\" content=\"311\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Dwainj\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Dwainj\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.firstincomeadvisors.com\/members\/capitalizing-on-the-seasons-change\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.firstincomeadvisors.com\/members\/capitalizing-on-the-seasons-change\/\"},\"author\":{\"name\":\"Dwainj\",\"@id\":\"https:\/\/www.firstincomeadvisors.com\/members\/#\/schema\/person\/04de7cba6d7413e19a695e7c3c8368c5\"},\"headline\":\"Capitalizing on the Seasons Change\",\"datePublished\":\"2016-10-10T12:32:09+00:00\",\"dateModified\":\"2023-08-14T19:06:20+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.firstincomeadvisors.com\/members\/capitalizing-on-the-seasons-change\/\"},\"wordCount\":722,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/www.firstincomeadvisors.com\/members\/capitalizing-on-the-seasons-change\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.firstincomeadvisors.com\/members\/wp-content\/uploads\/sites\/2\/2016\/10\/seasons.jpg\",\"articleSection\":[\"member news\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.firstincomeadvisors.com\/members\/capitalizing-on-the-seasons-change\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.firstincomeadvisors.com\/members\/capitalizing-on-the-seasons-change\/\",\"url\":\"https:\/\/www.firstincomeadvisors.com\/members\/capitalizing-on-the-seasons-change\/\",\"name\":\"Capitalizing on the Seasons Change - 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More and more Americans are embracing the new reality of retiring at 70 &#8212; or later.<\/h3>\n<p>Many people look forward to retirement after spending years struggling through the daily grind. Unfortunately, a growing number of Americans may have to wait even longer to make their grand exit from the workforce. Although the average retirement age in the U.S. is just 63, according to a recent study by human resources consulting firm Willis Towers Watson, almost a quarter of Americans believe they won&#8217;t be able to retire until age 70 or older. Worse yet, 5% are convinced they&#8217;ll never be able to retire at all.<\/p>\n<p>Even workers who plan to retire at 65 aren&#8217;t so sure of themselves. Those surveyed admit that, while they&#8217;d like to retire at 65, they think there&#8217;s a 50% chance they&#8217;ll wind up working until 70.<\/p>\n<p>So why all the negativity? A lot has to do with insufficient savings. With Social Security only designed to replace about 40% of the average American&#8217;s pre-retirement income, most of us have to save independently to ensure a reasonably comfortable retirement. Yet an almost frightening one-third of Americans, many of whom are 55 and over, admit to having absolutely no retirement savings whatsoever.<\/p>\n<p><strong>And we&#8217;re stressed about it, too<\/strong><br \/>\nFor some people, the idea of working longer may not seem like such a bad thing. Financial benefits aside, studies have shown that working longer can actually lead to better health and a longer life. Yet among those surveyed by Willis Towers Watson, 40% of workers who anticipate retiring after age 70 have higher-than-average stress levels. Along these lines, 40% of workers planning to retire at 70 or later feel stuck in their jobs &#8212; ouch.<\/p>\n<p><strong>Younger workers are also pessimistic<\/strong><br \/>\nAnd it&#8217;s not just older workers who feel they&#8217;ll have no choice but to postpone retirement. Almost 25% of employees under 30 think they&#8217;ll wind up retiring in their 70s or even later. Meanwhile, 28% of workers in their 30s don&#8217;t think they&#8217;ll retire before 70, and 33% of 40-somethings feel the same way. It paints a pretty bleak picture, especially considering that younger workers still have a good number of years to save.<\/p>\n<p><strong>Working longer has its perks<\/strong><br \/>\nWhile working longer may not be the ideal solution to the retirement-savings crisis, it does have its benefits. For one thing, the more years you put into the workforce, the more opportunities you have to save. Not only that, but working longer shortens the number of years you spend in retirement, which can help your savings go further.<\/p>\n<p>Working longer might also give you continued access to an employer-sponsored health plan where the benefits are superior to those provided by Medicare. And if you&#8217;re among the many employees whose salary goes up over time, working longer during your peak earning years could increase the amount you get from Social Security once the time comes to collect benefits. Plus, if you&#8217;re able to hold off on claiming Social Security until age 70, you&#8217;ll get a major benefits boost in the form of delayed retirement credits.<\/p>\n<p>Of course, this all assumes that you have the option of working until 70 or later. A recent study by Voya Financial confirms that 60% of Americans wind up retiring earlier than planned, due to poor health, job loss, or the need to care for a spouse or dependent. So if your strategy is to hold off on saving when you&#8217;re younger and compensate by working into your 70s, you may want to rethink that approach.<\/p>\n<p><strong>Save now, retire sooner<\/strong><br \/>\nIf the idea of retiring at 70 or later doesn&#8217;t sit well with you, your greatest chance of avoiding this fate is to start saving as much money as you can, as early as you can. If you start saving $300 a month at age 25, invest your savings, and generate an average annual return of 8% (which is more than doable with a stock-heavy portfolio), by age 65, you&#8217;ll have over $932,000 to fund your retirement. Increase that $300 to $400 a month, and you&#8217;ll have over $1.2 million. But if you wait 10 years to start saving that $300 each month, you&#8217;ll have just $408,000 by age 65 &#8212; a reasonably impressive figure, but less than half of what you would have accumulated had you started saving right away.<\/p>\n<p>No matter what age you&#8217;re actually planning to retire, your best bet is to save independently for as long as you can. There&#8217;s really no such thing as having too much money in retirement, and if your savings grow more rapidly than expected, you could always reward yourself by retiring early. It&#8217;s a far better alternative than rotting away at your desk when you&#8217;d rather be calling it quits.<\/p>\n<p><em>Reprinted from the Motley Fool:\u00a0https:\/\/www.fool.com\/retirement\/2016\/09\/12\/is-70-the-new-retirement-age.aspx<\/em><\/p>\n<\/div><\/section>\n","protected":false},"excerpt":{"rendered":"<p>Forget about 62 or 65. More and more Americans are embracing the new reality of retiring at 70 &#8212; or later. Even workers who plan to retire at 65 aren&#8217;t so sure of themselves. Those surveyed admit that, while they&#8217;d like to retire at 65, they think there&#8217;s a 50% chance they&#8217;ll wind up working until 70.<\/p>\n","protected":false},"author":1,"featured_media":645,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,4],"tags":[],"class_list":["post-643","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-member-news","category-producer-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Is 70 the New Retirement Age? - First Income Advisors Members<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.firstincomeadvisors.com\/members\/70-the-new-retirement-age\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Is 70 the New Retirement Age? - First Income Advisors Members\" \/>\n<meta property=\"og:description\" content=\"Forget about 62 or 65. More and more Americans are embracing the new reality of retiring at 70 -- or later. Even workers who plan to retire at 65 aren&#039;t so sure of themselves. 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- First Income Advisors Members","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.firstincomeadvisors.com\/members\/70-the-new-retirement-age\/","og_locale":"en_US","og_type":"article","og_title":"Is 70 the New Retirement Age? - First Income Advisors Members","og_description":"Forget about 62 or 65. 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That means raking and cooler weather. In business, you are most likely planning on how to boost revenue for the 4th quarter, maximize your 2016 marketing budget, and set yourself up for a successful 2017. It\u2019s a busy time for us.<\/p>\n<p>Over the past 8 years, I\u2019ve had the privilege of helping advisors figure out how to get the best results in the final three months of the year. Here are my top 6 favorite\u00a0marketing initiatives\u00a0which have helped our clients finish the year strong:<\/p>\n<ol>\n<li><strong>Email Campaigns<\/strong><\/li>\n<li><strong>Sending out Letters<\/strong><\/li>\n<li><strong>Updating Your Website<\/strong><\/li>\n<li><strong>Client Appreciation Gifts<\/strong><\/li>\n<li><strong>Google Ad Words<\/strong><\/li>\n<li><strong>Using SEO and PPC for Effective Online Marketing Strategy<\/strong><\/li>\n<\/ol>\n<p>Since many financial advisors run small businesses themselves, they share a lot of the same concerns with all other small businesses in general. Internet marketing is no exception to this trend.<\/p>\n<p>Many advisors look at SEO (Search Engine Optimization) and PPC (Pay-Per-Click) and\u00a0begin to question as to which one will work the best for them. However, this is similar to a silo mentality. Instead, advisors should be using both tools in conjunction with each other. This combined approach can be very effective in generating business and promoting brand development.<\/p>\n<p>A lot of effort can be spent on online marketing, but as any good financial advisor knows, the proof is in the pudding. You need to see real time results. While SEO and PPC can easily generate traffic when used correctly, a business should still measure and track results against established goals. To measure results, we strongly recommend installing Google Analytics on your website.<\/p>\n<p>For help with you last quarter marketing strategy or for more information on how to set up Google Analytics for your company, contact Tara Grier\u00a0at 443-308-5200.<\/p>\n<\/div><\/section>\n","protected":false},"excerpt":{"rendered":"<p>It\u2019s almost October. That means raking and cooler weather. In business, you are most likely planning on how to boost revenue for the 4th quarter, maximize your 2016 marketing budget, and set yourself up for a successful 2017. It\u2019s a busy time for us.<\/p>\n<p>Over the past 8 years, I\u2019ve had the privilege of helping advisors figure out how to get the best results in the final three months of the year. Here are my top 6 favorite marketing initiatives which have helped our clients finish the year strong:<\/p>\n","protected":false},"author":1,"featured_media":639,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,4],"tags":[],"class_list":["post-637","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-member-news","category-producer-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Six End-Of-Year Marketing Initiatives - First Income Advisors Members<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.firstincomeadvisors.com\/members\/end-of-year-marketing-initiatives\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Six End-Of-Year Marketing Initiatives - First Income Advisors Members\" \/>\n<meta property=\"og:description\" content=\"It\u2019s almost October. That means raking and cooler weather. In business, you are most likely planning on how to boost revenue for the 4th quarter, maximize your 2016 marketing budget, and set yourself up for a successful 2017. It\u2019s a busy time for us.  Over the past 8 years, I\u2019ve had the privilege of helping advisors figure out how to get the best results in the final three months of the year. Here are my top 6 favorite marketing initiatives which have helped our clients finish the year strong:\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.firstincomeadvisors.com\/members\/end-of-year-marketing-initiatives\/\" \/>\n<meta property=\"og:site_name\" content=\"First Income Advisors Members\" \/>\n<meta property=\"article:published_time\" content=\"2016-09-22T14:48:51+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-08-14T19:06:20+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.firstincomeadvisors.com\/members\/wp-content\/uploads\/sites\/2\/2016\/09\/digital-marketing.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"650\" \/>\n\t<meta property=\"og:image:height\" content=\"470\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Dwainj\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Dwainj\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.firstincomeadvisors.com\/members\/end-of-year-marketing-initiatives\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.firstincomeadvisors.com\/members\/end-of-year-marketing-initiatives\/\"},\"author\":{\"name\":\"Dwainj\",\"@id\":\"https:\/\/www.firstincomeadvisors.com\/members\/#\/schema\/person\/04de7cba6d7413e19a695e7c3c8368c5\"},\"headline\":\"Six End-Of-Year Marketing Initiatives\",\"datePublished\":\"2016-09-22T14:48:51+00:00\",\"dateModified\":\"2023-08-14T19:06:20+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.firstincomeadvisors.com\/members\/end-of-year-marketing-initiatives\/\"},\"wordCount\":309,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/www.firstincomeadvisors.com\/members\/end-of-year-marketing-initiatives\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.firstincomeadvisors.com\/members\/wp-content\/uploads\/sites\/2\/2016\/09\/digital-marketing.jpg\",\"articleSection\":[\"member news\",\"producer news\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.firstincomeadvisors.com\/members\/end-of-year-marketing-initiatives\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.firstincomeadvisors.com\/members\/end-of-year-marketing-initiatives\/\",\"url\":\"https:\/\/www.firstincomeadvisors.com\/members\/end-of-year-marketing-initiatives\/\",\"name\":\"Six End-Of-Year Marketing Initiatives - 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Your clients are\u00a0 also the clients of CPAs, Attorneys, Doctors, etc. All of those experts also have other clients who are not your clients\u2026 yet. Wouldn&#8217;t it be great if their other clients could become your clients too?<\/p>\n<p><strong>Like with anyone one you are trying to build a relationship with, the first step is always to reach out to them.<\/strong> Ask your clients if there is a CPA or an Estate Planning Attorney in the area who they trust. If a lot of your clients give you the same couple of names, then those are the people you contact first.<\/p>\n<p>Before reaching out to anyone,<strong> take a moment to google those names.<\/strong> What you see when you do a little research can help you reduce your list to just one or two names. Once you have figured out which professional(s) seems to align with your business ideals the most, ask those clients who suggested that person if you could use their name when calling him or her. Most of the time your clients will say \u201cyes.\u201d<\/p>\n<p>When you contact this professional be business casual in your tone. Mention that you have heard good things about them and their business from you clients. Your initial conversation is the perfect time to plant the seed that you are looking for a partnership. Start by making the suggestion that you have some business you might like to send their way, but you would like to meet with them first. Ask if they\u2019re available for dinner or lunch, your treat.<\/p>\n<p>If they agree to meet with you, which they will, pick a nice place. It does not have to be a Michelin Star rated restaurant. You want the feel of the meeting and the restaurant to be relaxed, but still know that the wait staff will be there when you need them and they will be courteous. Don\u2019t let the stress of bad service be a factor in your meeting, your reaction may not set you in the best light.<\/p>\n<p>If your first meeting has gone well and you have now established that this is a professional you would like to work with, and they will not be competitor or try to take advantage of you, then you can move forward to grow the relationship. If you have a nice office, you could have your second meeting there. You can give them a quick tour, if you feel comfortable. This should go without saying, but just don\u2019t leave them alone where they could have access to any confidential material. Even if you don\u2019t believe they would do anything with it, they will notice and question your better judgement. You want them to know from the beginning that your clients\u2019 privacy is important to you, just as much as their clients\u2019 privacy is important to them.<\/p>\n<p><strong>The second meeting is when you need to talk more brass tacks.<\/strong> Make sure that this professional understands that this is a partnership, not a one way feeding trough. You are not interested in giving them all the business without getting anything in return. Be respectful, but also stand your ground. You are not a push over or someone to be taken advantage of.<\/p>\n<p><strong>The next step is to feel the situation out.<\/strong> If you have a client or two that is in need of the kind of services this professional offers, refer that client to him or her. If your client goes to see them and are happy, or unhappy, with this professional\u2019s services they will let you know. They will either thank you greatly or they will ask you \u201cWhy did you ever refer us to someone like that?\u201d That client\u2019s interaction will tell you how the partnership is going to work out. If your first couple of referrals report well, then you can grow this partnership. If those first few referrals report back negatively, you should cut ties quickly and cleanly, and find another professional to work with.<\/p>\n<p>If you\u2019ve established that this is a professional who not only you like, but your clients also like, then it\u2019s time to expand your relationship. Host an event together: perhaps a picnic event for both of your clients to attend. This is a great opportunity for you to introduce your clients to this professional and he or she to introduce you to his or her clients. Keep the event fun and casual. You don\u2019t need to give a business speech; this is not a seminar.<\/p>\n<p>As your trust grows with each other over time, you can expand these events to become even more fruitful. For example: group referral events, seminars, marketing flyers, letters, etc. Once you\u2019ve established a strong partnership, your referral and prospect well will be endlessly growing.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Most of your clients have other experts who influence their lives. Your clients are  also the clients of CPAs, Attorneys, Doctors, etc. All of those experts also have other clients who are not your clients\u2026 yet. Wouldn&#8217;t it be great if their other clients could become your clients too?<\/p>\n","protected":false},"author":1,"featured_media":632,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,4],"tags":[],"class_list":["post-630","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-member-news","category-producer-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Are You Working With Another Professional? - First Income Advisors Members<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.firstincomeadvisors.com\/members\/working-with-a-professional\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Are You Working With Another Professional? - First Income Advisors Members\" \/>\n<meta property=\"og:description\" content=\"Most of your clients have other experts who influence their lives. Your clients are also the clients of CPAs, Attorneys, Doctors, etc. All of those experts also have other clients who are not your clients\u2026 yet. 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Even small changes can have a great impact. Here are few ideas that\u00a0can help your office go green and save\u00a0you more money in the long run too.<\/p>\n<p>One of the first steps you can take is to switch all of the office lights to LEDs. They may cost a little more up front, but they last forever and reduce your\u00a0use of electricity. This means you\u2019ll save\u00a0money from not having to buy lights\u00a0every year and your electricity bill will be reduced significantly as well.<\/p>\n<p>Another small step, is keeping live plants in the office. It doesn\u2019t have to be many, but a few plants can help offset VOCs and CO2 emissions. They can\u00a0also help brighten up your office area\u00a0and give it more of a homey feel. If your\u00a0office has a kitchen, having a few herbs\u00a0such as basil and rosemary can help to reduce any food odors, while also serving as a living spice rack for your lunch.<\/p>\n<p>One way your office can also help the community to go green is to hold an electronics recycling day event. Invite people from your community to drop off their broken electronics and then have the county come and pick them up from your office. You many have to pay a small fee for this, but since you can also use this as a marketing and referral event, it\u2019s worth it. You don\u2019t have to limit this event to electronics, it could also be clothes or books.<\/p>\n<p>Another way your office can be more environmentally friendly, is by asking your clients if you could send more correspondence via email. This could be newsletters, event information, changes in the market, etc. Most of your clients will say yes. Some clients are still \u201cold fashion\u201d and will request that they still receive paper versions of everything. The number of people who will still want paper will be few though. By taking this step you will reduce your office\u2019s paper consumption a\u00a0considerable amount.<\/p>\n<p><strong>Here is a sample of an email <\/strong>you can send to clients requesting that you would like to go more green:<\/p>\n<p style=\"padding-left: 30px;\">Dear \u00abfirstname\u00bb,<\/p>\n<p style=\"padding-left: 30px;\">We\u2019re going GREEN!<\/p>\n<p style=\"padding-left: 30px;\">Like many Americans, we\u2019re concerned about conserving our natural resources and doing our part to lessen our \u201ccarbon footprint\u201d. To\u00a0that end, we\u2019ve decided to \u201cgo green\u201d in our offices and do what we can to reduce paperwork in favor of electronic communication.<\/p>\n<p style=\"padding-left: 30px;\">Can you help us?<\/p>\n<p style=\"padding-left: 30px;\">We\u2019d like to send you statements, confirmations, reviews and more via email to reduce our paper usage. Not only is this good for the environment, it will allow us to communicate with you more quickly and (we hope) be more convenient for you.<\/p>\n<p style=\"padding-left: 30px;\">If receiving these types of correspondence via the internet is okay with you, could you please share your email address(es) below, sign, and return back to us in the self-addressed stamped envelope we have included? As always, I am happy to answer any questions you may have. Please feel free to call me at \u00abrepresentativephone\u00bb, or simply send an e-mail to \u00abrepresentativeemail\u00bb.<\/p>\n<p style=\"padding-left: 30px;\">Thank you, in advance! Sincerely,<\/p>\n<p style=\"padding-left: 30px;\">XXXX<\/p>\n<p style=\"padding-left: 30px;\">YES! I\u2019d like to help conserve our natural resources. Please send me future correspondence via the email address(es) below \u2026<\/p>\n<p style=\"padding-left: 30px;\">PRIMARY EMAIL EMAIL TO \u201cCC\u201d<\/p>\n<p style=\"padding-left: 30px;\">Signed:<\/p>\n<p style=\"padding-left: 30px;\">Date:<\/p>\n<p style=\"padding-left: 30px;\">Please print your full name:<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Quote of the Month: \u201c Try to leave the earth a better place than when you arrived.\u201d &#8211; Sidney Sheldon Going green, or becoming more environmentally friendly, in your office doesn\u2019t have to mean making extreme changes. Even small changes can have a great impact. Here are few ideas that\u00a0can help your office go green [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":621,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,4],"tags":[],"class_list":["post-618","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-member-news","category-producer-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Going Green - First Income Advisors Members<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.firstincomeadvisors.com\/members\/going-green\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Going Green - First Income Advisors Members\" \/>\n<meta property=\"og:description\" content=\"Quote of the Month: \u201c Try to leave the earth a better place than when you arrived.\u201d &#8211; Sidney Sheldon Going green, or becoming more environmentally friendly, in your office doesn\u2019t have to mean making extreme changes. 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First Income Advisors Members","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.firstincomeadvisors.com\/members\/going-green\/","og_locale":"en_US","og_type":"article","og_title":"Going Green - First Income Advisors Members","og_description":"Quote of the Month: \u201c Try to leave the earth a better place than when you arrived.\u201d &#8211; Sidney Sheldon Going green, or becoming more environmentally friendly, in your office doesn\u2019t have to mean making extreme changes. 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Raise your level of performance to meet your expectations\u201d<\/em> &#8211; Ralph Marston<\/p>\n<p>In our office we use a checklist to help us prepare for each client review. The checklist is made up of 35 separate items which allow us to ensure that we are accurately and thoroughly preparing the reports we run for each of our clients. We believe in providing the most up-to-date and detailed information to our clients. This plays a part in differentiating ourselves from other advisors our clients may be working with, or have worked with in the past. The checklist walks anyone who may be preparing for a client meeting through the specific details that must be added and changed prior to a review. The added benefit of this checklist is that it helps to identify potential sales opportunities for the advisor.<\/p>\n<p>Prior to each client meeting, we update the client\u2019s Asset Summary, Income Plan, &amp; Beneficiary Page, as well as organizing the physical client file to remove any out-of-date material. The proper preparation and presentation of these information pages provides an occasion to identify additional sales opportunities.<\/p>\n<p>While preparing the Asset Summary, the checklist guides us through the areas of the summary that need to be updated. During this process we reformat the sheet to make sure it has the current date, client age, fonts and disclosures. We contact each carrier to update the current account values, RMD amounts, and income values. If a particular account has a stock position or values which are indexed, we add a percentage next to that value to indicate exposure of those investments to market movements. This is a great opportunity to assess a client\u2019s pain with regard to potential losses from a particular account or investment. Are they now interested in moving the money to an account with you? We also check the ownership of each account to make sure it matches with our records. If the client has life insurance, we add all known details including the rating, premium, policy date, cash value, and company who the policy is with. There are always potential opportunities with life insurance since costs and needs change over time. For this reason, we always have a series of insurance quotes available during an annual review. The more detail you have on the Asset Summary provides for better opportunities to ask the client about old retirement accounts, maturing CD\u2019s, and other outside investments that the client may be willing to move.<\/p>\n<\/p>\n<h2 class=\"p2\"><b>Marketing Tip of the Month: <\/b><\/h2>\n<p><strong>Call us at 1-888-556-1379 to get a copy mid-year financial planning checklist<\/strong> as a starting point to implement this system in your practice today! We recommend using it to mail a letter to all the clients you have not seen in a while, inviting them to come in for an annual review.<br \/>\n\n","protected":false},"excerpt":{"rendered":"<p>In our office we use a checklist to help us prepare for each client review. The checklist is made up of 35 separate items which allow us to ensure that we are accurately and thoroughly preparing the reports we run for each of our clients&#8230;<\/p>\n","protected":false},"author":1,"featured_media":594,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,4],"tags":[],"class_list":["post-593","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-member-news","category-producer-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Using Checklists to Prepare for Annual Reviews &amp; Identify Opportunities - First Income Advisors Members<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.firstincomeadvisors.com\/members\/checklists-prepare\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Using Checklists to Prepare for Annual Reviews &amp; Identify Opportunities - First Income Advisors Members\" \/>\n<meta property=\"og:description\" content=\"In our office we use a checklist to help us prepare for each client review. 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Mike Steranka<\/p>\n<p class=\"p2\">The Sales Pipeline consists of clients and prospects in the process of buying something.<\/p>\n<p class=\"p2\">The pipeline can be broken down into four phases:<\/p>\n<p class=\"p2\"><strong>Lead Generation:<\/strong> These are the actions taken to create a lead for the first time.<\/p>\n<p class=\"p2\" style=\"padding-left: 30px;\">Example: Asking for referrals, seminars, cold calling, etc.<\/p>\n<p class=\"p2\"><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-542\" src=\"https:\/\/www.firstincomeadvisors.com\/members\/wp-content\/uploads\/sites\/2\/2016\/04\/salesprocess.jpg\" alt=\"salesprocess\" width=\"328\" height=\"427\" srcset=\"https:\/\/www.firstincomeadvisors.com\/members\/wp-content\/uploads\/sites\/2\/2016\/04\/salesprocess.jpg 450w, https:\/\/www.firstincomeadvisors.com\/members\/wp-content\/uploads\/sites\/2\/2016\/04\/salesprocess-230x300.jpg 230w\" sizes=\"auto, (max-width: 328px) 100vw, 328px\" \/>Lead Development:<\/strong> The actions taken to push a prospect or existing client to a first appointment in a sales process.<\/p>\n<p class=\"p2\" style=\"padding-left: 30px;\">Example: Follow up phone calls, follow up letters (these can be found in our the First Income Advisor member portal below).<\/p>\n<p>Lead Generation differs from Lead Development primarily in the messages which contain a great deal of information about the firm, the team and the company. However once someone has received that information, it would be pointless, if not senseless, to send it again.<\/p>\n<p class=\"p2\"><strong>Sales Process:<\/strong> Once the first appointment is set, the lead is managed with sales processing. This\u00a0covers second<span class=\"s1\">, <\/span>third, and subsequent appointments as well as rescheduling. The end result of this phase is \u201cSale to Client\u201d or \u201cSale to Prospect.\u201d<\/p>\n<p class=\"p2\"><strong>Red Carpet:<\/strong> New sales are managed with the Red Carpet follow-up system.<\/p>\n<p class=\"p2\" style=\"padding-left: 30px;\">Example: The letters found in the First Income member portal below.<\/p>\n<p class=\"p2\">When you get the \u201cyes\u201d from that new client, you will begin a process to welcome them to your investment family. This process is designed to show your personal appreciation for the opportunity to work with them, introduce your new client to your team, direct them to your service assistant for service questions, build rapport and promote the idea that you accept referrals\u2014all right from the get go.<\/p>\n<h2 class=\"p2\"><b>Marketing Tip of the Month: <\/b><\/h2>\n<p class=\"p3\">Take the time to map out your pipeline 6 months in advance. It\u2019s important to know where leads are coming from and when you will be expecting them to come in so you and your staff are prepared<span class=\"s1\">. <\/span><\/p>\n<blockquote>\n<p class=\"p2\">\u201cThe man who stops advertising to save money is like the man who stops the clock to save time\u201d<\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>Take the time to map out your pipeline 6 months in advance. It\u2019s important to know where leads are coming from and when you will be expecting them to come in so you and your staff are prepared.<\/p>\n","protected":false},"author":1,"featured_media":546,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,4],"tags":[],"class_list":["post-541","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-member-news","category-producer-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>The Sales Pipeline - First Income Advisors Members<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.firstincomeadvisors.com\/members\/the-sales-pipeline\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Sales Pipeline - First Income Advisors Members\" \/>\n<meta property=\"og:description\" content=\"Take the time to map out your pipeline 6 months in advance. 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