It is time I pulled another highly successful and rarely used marketing concept out of my filing cabinet for you. What do I mean by “highly successful and rarely used”? I have coached many successful financial professionals for 6 years now. It is amazing that the best ideas I give them are only utilized by 1% of them. The other 99% say, “Wow! That’s a great idea!” And do nothing.

Which are you? If you are one of the 1% willing to take action then you’ll be able to double your business in a year with this idea.

Begin by assembling a list of all your “A” and “B” clients. Then get a cross directory (a list of people by address). You can either buy it from a company such as Cole Information (www.coleinformation.com), Info USA (www.infousa.com) or get it at your local library. Then each time you meet your clients for their annual review ask them if they would do you a favor.

Pull out a postcard that you have already printed up with verbiage similar to the example below. Let them know that you would like to send it to their neighbors and ask if they would be okay with it? I know that the guys that have tried this method NEVER had someone say no.

Example postcard verbiage:

Do these names ring a bell?
[Your Client’s name]
[Your Client’s address]

They are your neighbors and they heard that we were doing all the things that other financial advisors forget to do! At first they thought, “What things? We’ve got all our financial concerns covered!” Ooops! Contrary to their attorney, CPA and financial advisor’s assurances, they found out that they were missing important documents that these professionals had never discussed with them. They had not protected themselves from ID theft and their professionals had missed over a dozen important details that could have caused major problems for them or their family. In one short visit we filled all these gaps and they left happy, sure that now their finances truly were in order.

As our way to introduce ourselves, we would like to send you our “Financial Survivor’s Guide” that is a comprehensive guide for you, your spouse and your family should anything ever happen to you. Call right now for your free, no obligation guide, on us! You and your family will be glad that you did!

How hard is it to just ask your clients this simple question at your annual meetings? Not at all!

What do you get?

About 1 in 4 cards that you send out will call you for the free guide which costs you about a dollar to mail to them. You then simply continue to drip on them with handwritten cards or invite them to your next seminar.

Teaming With Clients (www.teamingwithclients.com) offers a pre-built marketing system for this to get you up and running in no time.

The Teaming With Clients Neighborhood Mailing System is a simple and easy way to get your clients to refer you to their neighbors. Using a nice introduction postcard that mentions your clients (we show you how to get their enthusiastic permission to use their names) and your service to them, this system will have you dominating neighborhoods quickly. Simply choose your best clients and duplicate them using this inexpensive introduction system.

It’s not a matter of “if” they’ll become a client but instead, “when” they become a client.

Author Bio: Mike Kaselnak is considered one of the top marketing and sales experts in the financial services industry. He has personally mentored over 300 financial advisors in the past 10 years. These financial advisors saw their average production increase by 62%. Many saw increases of over 300 percent. He writes articles that have appeared in many mainstream magazines and has written the popular report 300 Financial Headlines that sell. MikeKaselnak.com

Category: Marketing
Keywords: business,marketing,financial,advisor,postcard,referral