Month: May 2026

“Referrals are dead!”   That’s what someone said on a LinkedIn post the other day. I suppose he thinks that his prospects have started trusting robo-calls, mystery LinkedIn messages, and emails that begin with, ‘Dear Valued…

Too many financial advisors rely on word of mouth and hope that referrals will naturally flow their way. And some will.  Unsolicited referrals are a barometer of great value and great relationships. However, most advisors…

The early phase of a client-advisor relationship is critical. The first 60 to 90 days, often referred to as “onboarding,” is not just about collecting signatures or completing paperwork. It’s a chance to deepen engagement and…