6 Marketing Ideas for Financial Advisors Adapting to a Post-COVID World
The recent COVID diagnosis of President Trump, the First Lady, and a number of other White House staff should be a wake-up call to all of us. Don’t get...
Why It’s Critical for Advisors to Build Online Influence
The most significant transfer of wealth between generations is underway right now. For Financial Advisors, it could be an extraordinary opportunity, or it could threaten their very survival. Ultimately,...
Create an Elevator Speech that Wins
Yes, I’m a huge believer in stories, and in taking time to build value in your services, your brand, and in taking a detailed fact-finder, so you can make...
5 Signs a Prospective Client Will Avoid Digital Engagement
For years, the financial industry has lagged in its adaption of digital tools to market to, communicate with, and manage the relationships of clients. While Financial Advisors have gradually,...
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...