Financial advisors have long favored in-person seminars as an effective prospecting tool. That changed when the pandemic hit, forcing advisors to adapt, using online webinars and Zoom meetings. But,...
As a financial advisor, you can't always be there when a client or prospect has a need. You can only hope that you're the first person they think of...
Allow me another movie reference because it’s crucial for the point I want to make. If you haven’t seen the movie, Oh God! or if you haven’t seen it in a...
“Each man’s life touches so many other lives. When he isn’t around, he leaves an awful hole, doesn’t he?” Angel Second Class, Clarence For many of us, it took these...
It’s human nature to seek comfort in familiar habits and patterns. When anything comes along to threaten the status quo, we naturally feel uncomfortable, even anxious. Most of us...
Successful financial advisors know that expressing empathy is critical in helping them to connect with clients and solidify their relationships. Clients need to know you understand their circumstances and...
With the heavy emphasis on social media marketing, many have said that email marketing, and sending email newsletters in particular, is outdated. That couldn’t be further from the truth....
Undoubtedly, you are familiar with the theme: You have a prospect in front of you with a clear objective. After gathering all the facts and probing them on why...
The industry pressures that have weighed on financial advisors over the last few years will continue into 2021 and beyond, especially with the lingering effects of the pandemic. Fee...
As a financial advisor, you are valued for your expert knowledge, but you are only as effective as your ability to get your prospects and clients to act on...