Convincing Clients of the Futility of Market Timing
We will probably never admit it, but most of us are lousy timers, and, of course, none of us can predict the future. How often have you tried to...
Helping Clients Understand the Normalcy of Market Corrections
As a financial advisor, you work closely with your clients to craft investment strategies tailored to their objectives and risk profiles, and then monitor them over time. That very...
How to Build Your ‘Why I Am Here’ Story
Your 'why I am here' story is an essential market differentiator. First of all, not every financial advisor even has one – other than to make money. And out...
4 Challenges Financial Advisors Face in the New Digital Environment – And Solutions
There’s no doubt about it: The past six months have changed our business. It’s not just because those of us in the financial advisory business have changed. Our markets...
How to Assure Clients That Volatility Is Part of the Strategy
Unquestionably, the stock market has experienced extreme volatility in the last couple of years, elevating the anxiety levels of investors who grew complacent throughout a historic 11-year bull market....
5 Creative Marketing Ideas for Financial Advisors to Attract New Clients
The biggest issue most Financial Advisors face is attracting a steady stream of new clients. In a post-pandemic world that could be even more difficult with seminars and networking...
Automated Marketing for Financial Advisors – 5 Ways to Improve Your Practice
For many business owners marketing is tough and likely not the reason they started their business in the first place! As a Financial Advisor, your work is primarily focused...
5 Soft Skills You’d Need to Work Entirely Online as a Financial Advisor
Times are changing, and suddenly we have all been thrust onto the online space, whether we were prepared or not. While the country is slowly opening back up despite...
Sales Jiujitsu: How to Introduce Yourself as a Financial Advisor
Occasionally I get asked about the best way to introduce yourself as a financial advisor. That’s an important skill. But in some ways, focusing on introducing yourself to other people...
Making Sure You Make the Most of Market Uncertainty – What Advisors Read the Most on the Blog
As you very well remember, we had a quick and severe market downturn in March and April, followed by the greatest stock market rally in the history of the...