financial planner.
Planning Marketing Events
Events should be a part of your marketing strategy. They’re one of the best ways to bring in new business. This is…
The Economy Sucks? Really?
I’ve had the interesting and simultaneously annoying experience of car shopping recently. A couple of months ago I was running errands —…
Keys to Client Retention
Are you worried about client retention? If so, I’ll give you an easy and short answer. Do you want to like what…
New Year: Same but Different
We all know about setting New Year’s Resolutions. It’s obvious how those resolutions work out for most. In more normal times all…
Increasing Assets Under Management With Existing Clients
What goals have you set for increasing assets under management in 2021? Here’s what other financial advisors are hoping to achieve in…
The Art of the Referral Follow up Process for Financial Advisors
When you’re trying to grow your business, client referrals can be one of your best resources. You get the benefit of trust…
A Financial Advisor’s Guide on How to Develop a Referral System for Clients
You’re on your way home from work, and when you stop for gas, you decide to go inside and pick up a…
Your Marketing “To Do” List
I’ve talked with a number of Financial Advisors who could best be described as “marketing junkies.” They’ve read all of the stuff,…
Why Client Appreciation Events Are Good For Business
Your clients need and want to feel appreciated. A number of studies show that more than 50% of churn is due to…
Building a Client Persona
Defining your niche is one of the first things you do when developing a marketing plan. When you know your niche, you’re…
Getting Started with a Prospective Client
As a financial advisor, you work hard to ensure that your marketing reaches your desired clients. You also do everything you can…
What is Your Professional Education Worth?
The only way to keep growing as a person and as a financial advisor is to continue your professional education. Recently, I’ve…
3 Things Financial Advisors Can Do to Go from Survival to Success
We ( financial advisors ) tend to view success as a binary system where you either succeed or you fail. Like many…
Be(a)ware of Current Trends
Be(a)ware of Current Trends Financial advisors need to attract potential clients who will stay for the long-term. These clients who will also…
Why Should I Listen to You?
In the financial advisor sector, it seems like everyone has popped up to offer advice. How do you tell fact from fiction?…
