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You may be curious how a CPA becomes and expert in marketing, a science that requires interaction with other human beings
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Advanced Marketing for Top Producers
Three Themes
Specialists earn moreBroad Marketing within
specialtyHost-beneficiary relationships
Specialize
Specialize
The most successful advisors have a niche, a specialty
25%25%
75%75%
Product Marketing Method
Market
Specialize
Flaunt Your Specialization
Write a book
Flaunt Your Specialization
Speaking/Exhibiting
Flaunt Your Specialization
Radio / TV
Flaunt Your Specialization
Write articles–get a column
Flaunt Your Specialization
Get a PR person
Flaunt Your Specialization
Write a newsletter –send monthly
Flaunt Your Specialization
Web Site
Broader Marketing
Have your research firm telemarket
Broader Marketing
The Dream 100
Broader Marketing
Junior Agents–Solicitors
Broader Marketing
Seminars
Broader Marketing
Direct Mail
Broader Marketing
Advertising
Host Beneficiary Relationships
Don’t stop with CPAs and attorneys
Business Brokers
Host Beneficiary Relationships
Other Insurance Agents
-they need help
Host Beneficiary Relationships
Commercial Real Estate Brokers
Host Beneficiary Relationships
Outplacements Firms
Host Beneficiary Relationships
Mercedes Dealer/Yacht Brokers
Host Beneficiary Relationships
Stockbrokers/Investment Bankers/Hedge Funds
Secrets to a Million Dollar++ Income
Opportunities with Brokerville20% discount to MSF ProducersGet the Total Prospecting and Sales
System www.brokerville.com 800-980-0192 option 3Be a Certified Retirement Financial
Advisor™ www.crfa.usBe an IRA Rollover & Distribution Expert
www.iraexpert.net
Free Gift
Four Ways to Avoid Capital Gains Tax www.nfcom.com/freegift
The Difference Between the Best And Worst
Source: PGA Tour 2003
1 Vijay Singh $7,573,907 69.1172 Stephen Ames $1,077,651 70.02100 Craig Barlow $638,721 70.74254 Dan Halldorson $5,640 74.36
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