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Advisor Elevation

3 Tips for Virtual Appointments

April 7, 2020April 7, 2020Matthew Eilers 0
3 Tips for Virtual Appointments

So how do you run a virtual appointment? The answer is – a lot like how you run an in-person appointment. You want to make a good first impression, and a lot of that has to do with how you prepare for the first appointment.

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How to Prospect During the Pandemic

April 1, 2020April 14, 2020Matthew Eilers 0
How to Prospect During the Pandemic

Once you’ve built a reputation for yourself online, or at least the infrastructure to showcase your brand, it’s time to work on your prospecting strategy.

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Growing Client Base? Time to Segment… Here’s How

June 28, 2018July 16, 2018Matthew Eilers 0
Growing Client Base?  Time to Segment… Here’s How

At some point in your career, if you’ve been doing things right, you will run out of time.  Did you catch that?  You can actually […]

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What do your clients say about you when you aren’t listening?

March 5, 2018July 10, 2018Matthew Eilers 0
What do your clients say about you when you aren’t listening?

Interesting question, right?  Imagine if I randomly sampled twenty of your clients and put them in a room together with one goal, to talk about […]

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To Meal, or Not To Meal? That is the Question…

September 29, 2017Matthew Eilers 0
To Meal, or Not To Meal?  That is the Question…

That’s right, I’m going to fuel the ever burning fire of the Meal vs. Non-Meal seminar debate!  This is one of the most common questions […]

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10 Simple Steps to Instant Seminar Success!

July 5, 2017September 22, 2017Matthew Eilers 0
10 Simple Steps to Instant Seminar Success!

For years, successful advisors have worked the seminar marketplace to obtain new clients for their financial planning practices.  Seminars have been the marketing backbone of […]

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Have You Made These 3 Seminar Mistakes?

June 16, 2017September 22, 2017Matthew Eilers 0
Have You Made These 3 Seminar Mistakes?

I’ve been bombarded lately by countless examples of advisors wasting their money on a seminar.  Why do you ask?  Well, it’s because most of them […]

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5 Reasons Why Your Appointment Process Stinks!

May 31, 2017September 26, 2017Matthew Eilers 0
5 Reasons Why Your Appointment Process Stinks!

Harsh article title right?  Are you freaking out yet (thinking that something major you do in your process might be on the list)?  If that […]

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13 Ways to Act Like a Business Owner in the Coming Year

December 28, 2016September 26, 2017Matthew Eilers 0
13 Ways to Act Like a Business Owner in the Coming Year

Friends, are you stuck in a “rut”?  Have you found yourself sitting in your office and twiddling your thumbs wondering where your next piece of […]

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This site is meant for advisor use only, and not directed toward individual investors. Strategies discussed are for informational purposes only and are not meant as specific financial advice. The ideas shared may not be suitable for all potential clients. Matt Eilers is not an attorney or tax advisor. Please consult with a qualified attorney or tax advisor for specific advice.

Matt Eilers is an investment advisor representative of, and securities are offered through, USA Financial Securities Corp., member FINRA/SIPC, a Registered Investment Advisor.

 

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    This site is meant for advisors use only and is not directed toward individual investors. Strategies discussed are for informational purposes only and not meant as specific financial advice. The ideas shared may not be suitable for all potential clients. Matt Eilers is not an attorney or tax advisor. Please consult with a qualified attorney or tax advisor for specific advice. Matt Eilers is an investment advisor representative of and securities are offered through USA Financial Securities. Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301.