Author: Bill Cates
One of the questions I hear from financial advisors all the time is, “If this person is concerned about their financial future, and if they even suspect they could benefit from professional advice, why won’t…
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Do your clients and centers of influence “trust” your referral process? ⬇️ Read below or WATCH FULL video on YouTube How you receive and process the referrals and introductions you get from clients and COIs…
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According to a recent report from Invesco Global Consulting, top-quartile advisory teams maintain an average of 4.3 formal strategic partnerships, more than twice the average of lower-performing firms. Those same top-performing advisors also generate 29%…
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You’ve probably heard the story. Drop a frog into a pot of boiling water and it’ll immediately jump out. But put the frog in cool water and slowly raise the temperature, and it’ll calmly sit…
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Many advisors are asking themselves, “How do I build an AI-powered practice?” I think a better question is this: If everybody has access to the same technology, how am I going to stand out? Don’t…
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“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…
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Money can expand. You can always make more money – for your clients and yourself. But not time! You simply can’t make more time. Here’s the irony… As advisors, we optimize portfolios… and we often…
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Today’s blog is a “Sneak Preview” into my upcoming WEBINAR:Unsolicited Referrals: Creating Effective AdvocatesWednesday, April 22 – 1:00pm Eastern Many financial advisors will tell you they want to meet their ideal clients through referrals. After all, who doesn’t…
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Most advisor websites fail this simple test, and it starts with the headline. The headline on your homepage is the first wording a visitor will see. Think of it as the billboard for your website. It…
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Sometimes the biggest growth opportunity isn’t finding more prospects, it’s making it easier for the right ones to move forward. A while back I wrote about cognitive fluency. Essentially, the easier information is to process,…
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