We’ve reached the fourth and final issue in our series on Critical Issues Facing Financial Advisors Right Now—Staying Top-of-Mind with Your Clients. Of the four critical issues presented, developing...
In the third of our series of Critical Issues Facing Financial Advisors Right Now, we turn to the challenge facing advisors in adopting the technologies that will drive business...
Despite the pervasive and crippling ‘bad news sells’ syndrome, people the world over do pause to give thanks for all that is good. Canadians celebrate Thanksgiving in October....
In our second in a series of Critical Issues Facing Financial Advisors Right Now, we focus on perhaps the most significant threat to advisor success, much less survival—the commoditization...
In our last post, we highlighted four critical issues financial advisors face in the aftermath of the COVID pandemic, impacting the way they approach their businesses and the way...
In the year and a half since the beginning of the pandemic, the financial advisory industry has undergone massive change, impacting the way financial advisors practice their trade as...
Most financial advisors find it difficult to ask for referrals. That we know because less than 11 percent even bother to ask. Maybe that small cadre of advisors knows something the...
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...
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...
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...