sales process.
Marketing Numbers and Live Events
In-person live events of various types can be a great source of new clients. Before you move forward with hosting events, it’s…
Financial Advisor Lead Follow Up & New Client Sales Process
Lee Milteer (00:09): Everybody, this is Lee Milteer, and I’d like to give you an introduction to one of my favorite…
How Is Your Closing Process?
How’s your closing process? As I’m sure you already know, technical knowledge of your craft, although necessary is far from adequate to…
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 —…
How Financial Advisors Can Retain Clients Through Multiple Generations
As a wealth manager, you know that an important part of your job goes beyond the actual managing of wealth. It is…
How Financial Advisors Onboard Clients
Over 90% of clients think that companies could “do better” when it comes to the onboarding process. This stat from Hubspot refers…
How Financial Advisors Can Convert Prospects to Clients
When you’re creating a marketing plan for your financial advisor business, a lot of your efforts may be focused on gaining new…
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…
Effective Sales Process for New Client Development
We just did a video that you may enjoy about effective lead follow-up along with effective new client sales process. If you’ve…
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…
