How to Create a Digital Marketing Strategy
An increasing number of financial advisors are catching on to the fact that most of their clients and target market reside in a digital world where, if they fail...
Creating Your Financial Advisor Marketing Plan
The biggest growth challenge for financial advisors is finding qualified leads. But before that can happen, advisors must be able to attract enough of the right people who might...
Financial Advisors: What You Should Be Doing During the Holidays
First things first: Use the Holidays to spend time with friends and family. That’s what you want for your clients; That’s what I want for you. Recharge your batteries,...
5 Steps to Create and Sustain a Winner’s Mindset
I’ve already written about self-sabotaging behaviors, and how to avoid them. But today, I’d like to address the flip side of the coin: How you can actively develop and...
3 Issues Financial Advisors Should Address to Overcome the Trust Deficit in Clients
Financial Advisors face a huge trust deficit. That's significant because who holds a more important position of trust than an advisor who can impact when people retire, how they...
Six Ways Financial Advisors Can Establish Trust in Today’s Virtual World
You can have all the technical and market skill in the world. But if people don’t trust you, you’re not going to open new accounts. It’s just a fact of...
How Financial Advisors Should Manage Emotional Clients
People aren’t rational. We’re all creatures of emotion. Good salespeople bear that in mind. Whatever your training and education, as financial advisors, we’re not engineers. We’re not technicians. Not...
Being a Financial Advisor in Uncertain Times – What You Need to Know
As I write this in mid-October, 2020, the stock market is sitting right at an all-time high. But there’s still an ongoing pandemic – and a presidential election looming....
Now Is the Time to Take Your Video Marketing to the Next Level
As a result of the covid19 pandemic, both advisors and their clients have discovered the benefits of virtual communications. For clients, it has resulted in more convenient, expeditious, and...
6 Tech Essentials for Financial Advisors
Unquestionably, the advisory industry has been experiencing a significant transformation. Through advances in technology and the democratization of investing, financial advice is quickly becoming commoditized, much to the detriment...