Get More Clients Blog

In this age of skepticism, Social Proof brings the borrowed trust necessary to become relevant to your prospects. Social proof is simply the tendency of people to look to others when deciding what to believe,…

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…

“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…

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…

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…

If you’re relying on clients to make direct introductions, you’re probably leaving some referrals on the table. Many of your clients want to advocate for you.  They just need a softer way. And that usually…

There’s a growing drumbeat from some “marketing experts” telling financial advisors to skip their why story.  They SAY that your clients don’t care about your story. I think that advice is incomplete – and it…

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…