The Red Zone Resource Directory: Proven Tools and Services for Financial Advisors

What's Working Now?

Everyone wants to know what others are doing to be successful. This site brings together resources others in business are using RIGHT NOW that are really working. Red Zone Marketing works with financial advisors assisting with marketing strategies to grow and systematize their practices. We've come across many successful tools and services for financial advisors and are sharing them with you as a free resource.

Referral Coach International

Finally – an easy-to-use referrals system that actually works!

With Referral Coach International's simple system, you can go from referral scarcity to referral abundance with confidence - without begging, pushing or appearing desperate.

Subscribe to Bill Cates' "Referral Minute" Newsletter (it's free). Each issue will bring new ideas to help you get high-quality prospects that are ready to do business with you!

Seminar Success by RME

Discover The Secret to Dramatically Increasing Your SEMINAR Profitability With Direct Mail

Regardless of whose presentation you are using or which topic you are speaking about, our proven direct mail marketing concept can generate more qualified attendees to your personal financial seminar than most advisors see in a year. Whether you sell annuities, retirement planning, estate planning, long term care, insurance or investment products... our lead generation systems are designed to work for you.

A Consistent 'Thank You' Builds Business and Loyalty

Get a Free Box of Chocolates!

A Tasteful Way to Thank Your Clients

 We have worked with Lisa Marks at On Your Marks, and they are creative in their approach to helping you show your clients/employees how much they mean to you. Need a custom idea for an anniversary or birthday mailing (with your logo and contact information)? No problem. Holiday gifts? They have them, and most importantly they will organize and execute the mailing for you! It's never too early to think about the holidays. Lisa and her team will be happy to send you a FREE premium chocolate sampler.

FREE PREMIUM CHOCOLATE SAMPLER

 

Pareto Platform powered by Microsoft Dynamics CRM

Competitor-proof clients, attract high quality referrals, and run a more profitable business.

 The Pareto Platform powered by Microsoft Dynamics CRM has three essential tools for financial advisors:

1. Customized Client Relationship Manager: Suited for the unique needs of the financial professional.

2. Turnkey Virtual Coaching Process: Instant access to practice management and business development coaching modules relating directly to running a better business and using the CRM.

3. Best Practices: An integrated suite of compliant practice management and business development tools and templates.

Bob Chesney: You on Your Website

People prefer doing business with those that they can connect with. You on Your Website allows you to meet, greet and impact your web visitors with your greatest selling skill...YOU. Click here to see how Maribeth Kuzmeski uses this technology to get her website noticed.

To receive Bob Chesney’s Free Video Special Report: Five Proven Strategies for Getting more Business from Your Website click here.

Financial Advisor Marketing Program

Listen to an interview with Seth Greene, CEO of www.FinancialAdvisorMarketingProgram.com. If you haven’t heard about Seth, he’s a top producing financial advisor who has become a marketing expert and coach to other financial advisors. We will ask Seth about the techniques he uses to differentiate himself and attract business. When you listen to the interview, you'll discover the fundamental marketing strategies that will make you a top producer.  Click here to listen to the interview now!

Copytalk

Improving Sales Productivity and Compliance are not mutually exclusive! Mobile Scribe from Copytalk® is a mobile dictation service that allows you to call in your meeting notes, have them transcribed into text and returned to you and/or your assistant within a few hours.

You just finished with one client/prospect meeting and are late for the next. No problem! Dial Copytalk from your cell (or any) phone and dictate your meeting notes. Maximize your sales productivity by immediately capturing needs, interests, next-steps, tasks, objections and more. Also improve your documentation compliance by capturing everything that you told the client/prospect as well as what they told you.

Stephen Crowe - Ghostwriter for Financial Advisors

Stephen Crowe specializes in ghostwriting for financial advisors and other investment professionals. Drawing upon more than 15 years' of experience working within the financial services industry, he helps his clients create clear, effective communications.

Contact:
Stephen Crowe
Phone: 512-329-9756
E-mail: sc@stephencrowe.com
Website: www.stephencrowe.com

GoldMail

Make your email messaging to clients and prospects more powerful and memorable by combining voice with visuals. All you need are a few image slides and something to say. Almost anything can be converted to a GoldMail Slide. You can import images files from your computer, capture them from your computer screen, or utilize the templates they offer to get you started.

Joe Finora - Financial Wordsmith

Do you want to see your name in the paper?

Joseph Finora was one of the best-kept secrets on Wall St. In mid-2003, the former financial writer left his communications position with a Fortune 100 firm to launch his own marketing and media-relations agency - one that exclusively focuses on fulfilling the communications needs of the independent financial advisor as well as those of select financial-services firms.

Joe's work has helped many financial advisors raise their profile.  His clients have appeared in The Wall Street Journal, Barron's, Wealth Manager, Investment News and numerous other publications and web sites.  He's also the author of Media Relations and Creative Marketing Tips for Financial Professionals (Amazon.com).