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Giving away free advice can generate business

Advisors often find themselves experimenting with multiple marketing strategies as they try to generate new leads. Sales coach Dan Solin’s opinion of what works is to: “Give away your expertise. Expect nothing in return.” He notes that this method allows advisors to start a “risk-free” relationship and also demonstrates their skills and self-confidence. Below is a link to his column at Advisor Perspectives. Also, Zach Obront, co-founder of Book in a Box, provides a step-by-step guide for advisors on how to go from idea to published book in a matter of six months and at a cost of about $6,000. “You can do it without even touching a keyboard,” he writes in a guest column at Nerd’s Eye View blog. Read the details below.


The Awesome Power of Giving Away Your Expertise

by Dan Solin

Source: Advisor Perspectives

Every one of my coaching clients asks the same question: What works and what doesn’t when it comes to generating new leads? Most have had experience (often at considerable expense) with marketing that fits into the latter category. Here’s the activity I’ve found works best.



Self-Publishing Your Own Book As A Financial Advisor In 6 Months

By Zach Obront, guest columnist

Source: Nerd’s Eye View blog

Mary was frustrated. She’d been a financial advisor for over 30 years, and as a practicing black belt in karate, had started to form a theory about the parallels between her two loves: investing and karate. Each time she would explain her ideas to a prospective client, they would light up. Her ideas helped them understand her investment philosophy, and helped them improve their relationship with money.


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