CFP Exam Commented on: 1 year ago (April 7, 2014)

If a person is looking for financial planning help there is only one type person to contact; a CFP. Certainly a CPA, CFA, or lawyer does not have the background to do financial planning. I...

Is this guy a LIRP candidate? Commented on: 1 year ago (April 6, 2014)

What's a LIRP ??

Prospecting in a Shopping Mall? Commented on: 1 year ago (April 6, 2014)

I would like to do something like this, but I would not expect to meet good prospects in a shopping mall. I am looking for HNW investment management clients. Where is a venue to meet HNW...

Trying something new Commented on: 1 year ago (March 25, 2014)

Seminar where you buy them a meal is what I avoid. I prefer to present seminars to a club/organization, where the organization find the attendees, not me. Mailing invitations to hundreds is...

Google AdWords Commented on: 1 year ago (March 25, 2014)

BigSwingingDick wrote:
I don't know why more people don't use this.You can target to within a mile of your office, you can target any...

Mailing Commented on: 1 year ago (March 25, 2014)

I have mailed out 100's postcards twice. I've had 0 zero response. I will try again, but I will change my narrative; make it shorter, less words. My target client is HNW old ladies in 2 zip...

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