To Get to “Yes” Financial Advisors Must First Get to “Why” and Stir Up Emotions
What if, in every initial client meeting, your prospects would just come right out and tell you what's important to them and what it would mean to them if...
What Is Outstanding Work Ethic and How Financial Advisors Can Develop It?
Let’s face it, not everyone is cut out to be a financial advisor for many reasons, but one of the top reasons is a “lack of work ethic.” Having...
First Meeting Conversations You Need to Have with Prospective Clients
Let’s be honest. Many financial advisors view the first client meeting frettingly as an obstacle to overcome on their way to, hopefully, establishing a new client relationship. After all,...
The 5 Essential Qualities Financial Advisors Need to Improve Cold Call Results
No one ever said cold calling was easy, but some people have an easier time of it than others. Skills have a lot to do with that. But sometimes,...
Digital Marketing for Financial Advisors: It’s Time to Start a Blog
For financial advisors competing in a digitally wired world, thought leadership is essential for those who want to stand far above others in a crowded field. Financial advisors who...
5 Red Flags That Will Cause Your Prospects to Dismiss You
You never see it coming, and you may never know the reason why. A prospective client you have carefully cultivated agrees to a meeting to learn more about how...
How to Clearly Demonstrate Value so Your Clients Don’t Question Your Fees
As a financial advisor, you know you bring value to your advisory relationships, which, in your mind, justifies the fees you charge. Your challenge is that, from your clients’...
7 Qualities Financial Advisors Must Have to Achieve Their Goals
What do successful financial advisors do that unsuccessful or even adequate advisors don’t, won’t, or can’t do? I could list several things here, but it all starts with setting...
Financial Advisor Webinar Marketing: 7 Reasons Why You Should Do It
For several decades, financial advisors successfully used seminars to introduce themselves to potential clients. Seminar marketing is still the most effective way to present yourself as an authority and...
Three Challenges Advisors Face in the Post-Pandemic World
At the height of the COVID crisis, financial advisors were confronted with unthinkable challenges. All things considered, the industry has been resilient in the face of unprecedented headwinds. But,...