That would be great if we were mortgage brokers… Most on here don’t focus on bad credit people who want to re-fi!!! Are you kidding me!

Lance, This is NOT the right way to do business or even make friends. We are not mortgage brokers we are Financial Advisors. So you know we have to be licensed and take real hard tests. Something a mortgage broker does not have to do. We also have to build relationships and not just SELL loans to people. Next time qualify your market and customer before you start selling stuff. As you might have already realized we are not interested in your lists.

Hi: 

I am a big believer in educating myself as much as possible so whenever and wherever I find free information (webinars, teleconferences, etc.)  I take advantage of it.  Granted, a lot of those webinars are just badly produced infomercials that don’t deliver much content, but some of them are pretty decent.

I have been going to a few webinars and teleseminars at the Financial Advisor Netzone blog and it looks like they make an effort to get quality people and content.  There is this guy Steven Van Yoder who wrote a book I just finished reading called “Slightly Famous”. 

It is all about niche marketing.  While it is not specifically focused on financial advisors, the advice is pertinent to us as well.  The only thing that made me chuckle a bit is on page 5 when he writes about Larry Klein. as having “retired” from the financial services industry.
Otherwise, I found it to be a useful book.

Also, I noticed Steven will be doing a live webinar which I intend to attend.  This might have some good information for you about niche marketing.
https://www1.gotomeeting.com/register/523134614

Henry H.

So you’re really a shill for VanYoder who is trying to get people to go to his ‘free webinar’ during which he will do the hard sell for his magic marketing system?

 Lance and Henry could you just go away and stop selling your junk. This is a forum not a swap meet.

I was looking for stories along the lines of “I own a few classic cars and prospect at antique car shows” or rare boats or fly-fishing or anything along those lines.  Niche marketing seems like such a long road because of the limited market, I was just curious if anyone had any success in it.

Oh, my mistake… I thought you were sharing information that some might find useful about niche marketing.  And the Slightly Famous book is all about people who have successfully used niche marketing.  I am not a schill for Steven Van Yoder, just an avid reader and believer in digesting the things which help me and losing the rest.  He has never paid me a dime and never will.

I find it pretty hypocritical that guys who spend all day trying to persuade people to PAY them to manage their hard-earned bucks would react so negatively to (yes- I AM in insurance and financial services) someone providing information about legitimate services.

"We are not mortgage brokers we are Financial Advisors. ( absolutely meaningless term since every Tom, Dick and Harry calls themselves that.)

 "So you know we
have to be licensed and take real hard tests.(impressive… taking tests and knowing a lot of useless laws you will never again encounter qualifies you to manage assets- WOW!  I have bunches of useless letters after my name too but I wouldn’t TOUCH a portfolio.)

Something a mortgage
broker does not have to do. We also have to build relationships and not
just SELL (no- but you will SELL high commission crap to people day in and day out cause it’s not sales, after all, it’s RELATIONSHIPS.)  loans to people. Next time qualify your market and customer
before you start selling stuff. As you might have already realized we
are not interested in your lists. (well, nice you speak for the whole group and you are probably right- lists usually suck.)"

Henry Howston