Are You Prepared to Guide Your Clients Through Life-Changing Events?
It's going to happen. You can count on it. I've written in the past why it's critical for advisors always to be prepared for 'what ifs,' particularly as it...
5 Cold Calling Mistakes Financial Advisors Must Avoid to Improve Results
For many financial advisors, cold calling does not play a dominant part in their marketing plans. Many feel it can be replaced by other prospecting methods, such as email...
3 Situations When Financial Advisors Should Use a Prospecting Script
If you’re like most financial advisors, you probably started out with a phone script, whether calling strangers, LinkedIn contacts or referrals. Prospecting scripts are critical for new advisors because...
Overcome the Fee Discussion by Focusing on the Things that Matter to Your Clients
Among the many trends affecting the way financial advisors must operate these days, fee compression has been the most impactful. The discussion of fees charged by advisors has moved...
Finding the Right Mentor
Financial advisors must bring with them some essential traits. They need to be ambitious, courageous and thrive on hard work. That's just the minimum required to survive the early...
Five Reasons Why Financial Advisor Should Include Direct Mail in Their Marketing Strategy
In a digitally dominated world, your clients and prospects are overwhelmed by emails, text notifications, pop-up ads, and other forms of instant communication. With many financial advisors adopting a...
Zoom Fatigue: 5 Steps Financial Advisors Can Take to Overcome It
Living in a virtual world as we have for the last year and a half has had its benefits as well as its drawbacks. COVID-19 accelerated the adoption of...
Why You Shouldn’t Be Apologetic when Asking for Business or Referrals
For many financial advisors, that moment right before asking a prospect to take action on a recommendation or, in sales parlance, asking for the order is filled with tension....
Advisors Must be Able to Lead Clients Through Emotional Struggles
Last year during the COVID market crash was a golden opportunity for financial advisors to demonstrate their true worth to anxious clients as a coach and a counselor. Your...
8 Client Event Ideas for Financial Advisors
Client events have always been the most effective way to increase client and prospect engagement, providing the opportunity to express appreciation while strengthening personal connections. It has always been...