Highly successful advisors have long determined that the traditional shotgun approach to prospecting using blast emails no longer works. They have found that prospecting with a more targeted approach,...
Financial advisors love data—until it's time to collect it from a new client. Advisors know that data collection is an essential component of the planning process, without which they...
Goal setting is the second step of the client data-gathering process —unquestionably the most critical step in solidifying the client relationship and the key to setting your clients up...
Next to the initial meeting with a prospect, data gathering is the most critical step in the relationship-building process. Of course, it's also the most vital step in the...
We devote a lot of space here on how to generate referrals, and with good reason. Generating quality referrals is critical to building a sustainable and profitable practice. Many...
Long before it became a field of academic study, legendary investor Benjamin Graham knew a thing or two about behavioral finance. Graham went on to say, "In the end,...
Becoming a thought leader enhances your personal and professional stature within your industry and community, making you much more appealing as an authority and person of influence. When an...
For advisors competing in a crowded industry, achieving thought leadership is becoming essential for those who want to stand far above others in a crowded field. Why? Because thought...
Clearly, the financial advisory industry is undergoing a major transformation. Technological advances and the democratization of investing has virtually commoditized financial advice to the detriment of advisors who continue...
It is well-established in the financial advisory industry that the client onboarding process is crucial to building profitable, long-term relationships. When done poorly, you’ll likely see clients heading for...