Nothing Happens without an Appointment
Would you like to have $50,000,000 in assets under management? How about a $100,000,000? How about $500,000,000? It's simple. It's not easy, but it is simple. Go get an...
Overcoming the Age Bias Prospects Have About Young Advisors
For young financial advisors, nothing is more challenging than overcoming the age bias that older clients have against them. I hear it often from advisors who come through our...
3 Strategies Advisors Are Using to Break Through Stagnation to Get to the Next Level
“I feel my team and I have reached a stage of stagnation. How can we build on what we have and continue to grow the business?” That sentiment is becoming...
Your Biggest Prospecting Mistake: Calling Prospects Before They’re Ready
If you’ve been in this business for any length of time—one day to ten years or more—you know one thing to be an absolute certainty, that prospecting is your...
To Develop Top-of-Mind Awareness with Clients, Develop Your Authority
We’ve reached the fourth and final issue in our series on Critical Issues Facing Financial Advisors Right Now—Staying Top-of-Mind with Your Clients. Of the four critical issues presented, developing...
Why Financial Advisors Must Embrace Technology Now
In the third of our series of Critical Issues Facing Financial Advisors Right Now, we turn to the challenge facing advisors in adopting the technologies that will drive business...
Happy Thanksgiving – Why We Should Be Profoundly Grateful That We Are Financial Advisors
Despite the pervasive and crippling ‘bad news sells’ syndrome, people the world over do pause to give thanks for all that is good. Canadians celebrate Thanksgiving in October....
How Financial Advisors Can Stay Ahead of Industry Commoditization
In our second in a series of Critical Issues Facing Financial Advisors Right Now, we focus on perhaps the most significant threat to advisor success, much less survival—the commoditization...
How Advisors Can Inoculate Themselves from Fee Compression
In our last post, we highlighted four critical issues financial advisors face in the aftermath of the COVID pandemic, impacting the way they approach their businesses and the way...
4 Critical Issues Facing Financial Advisors Right Now
In the year and a half since the beginning of the pandemic, the financial advisory industry has undergone massive change, impacting the way financial advisors practice their trade as...