Prospect Red Flags Financial Advisors Shouldn’t Ignore
Almost every financial advisor starts in the same place—with a lot of time on their hands and not many clients. That’s when the criteria for selecting which prospects to...
Twelve Quick Suggestions for Building a Better Business
Allow me to give you 12 suggestions – things I’ve learned over the years. Watch this video episode or read the transcript below to learn these 12 ways to...
How to Help Clients Through Their Financial Anxiety
Who among us has never had worries about money? You can expect that many of your clients have experienced money worries from time to time. We know that clients...
How to Become Your Client’s Trusted Confidant
We've frequently stressed the importance of building deep and trusting relationships with clients. Practically speaking, the stronger and more enduring your client relationships, the greater their lifetime value to...
How to Write a Highly Effective LinkedIn Summary – Examples for Financial Advisors Included
It's well established that LinkedIn is a vital platform for financial advisors to showcase their expertise and connect with potential clients. Advisors who use LinkedIn agree that the social...
Control Is Important for People Over 60
There's a subtlety about getting old that really concerns people and we don't talk about it enough. That's loss of control, loss of being able to control their lives....
How to Attract Emerging Affluent Gen Z and Young Millennials in their 20s
Financial advisors with any ambitions of growing their practices in the next couple of decades can’t ignore the emergence of Gen Z as an economic force. Though the estimated...
Top 5 Critical Acquired Skills Financial Advisors Need for Success
There was a time in the not-so-distant past when the only skill you needed to succeed in financial services was how to sell. The business of selling investments was...
Financial Advisor Branding—Elements to Focus On
One of the most significant challenges facing financial advisors trying to grow their practice is it takes time, resources, and a well-conceived marketing strategy to get their stories out...
How to Bring Back Face-to-Face Meetings with Clients
A survey by YCharts in December 2019 found that clients didn’t feel engaged and wanted more personalized communications. We’ve posted several times that, pre- and post-pandemic, the frequency and style of...