Get More Clients Blog

Online Reviews = Social Proof Social Proof = Winning New Clients [Guest Article from Whit Lanier, CEO – Amplify Reviews] The financial advisory industry doesn’t exactly have a reputation for innovation. In line with that…

When it comes to intergenerational wealth – some advisors get it right and others make very costly mistakes. Drawn from my recent podcast interview with family office advisor, Barry Banther, here are three insightful and…

Harvey Mackay managed an envelope company in the 1960s, yet he solved a problem that still haunts advisory firms today. In Harvey’s case, his salespeople had superior product knowledge. But their customer knowledge was skipping a…

When markets get choppy, financial advisors often shift into “defense” mode, focusing primarily on calming anxious clients and protecting existing relationships. And rightly so. While it’s crucial to provide reassurance during volatile times, focusing exclusively…

The difference between winning and losing a prospective client often comes down to how clearly you can demonstrate your value. While many advisors rely solely on verbal presentations and informal discussions, implementing a formal proposal…

Volatile Market, Looming Recession and Inflation… This is NOT a time to be quiet about referrals and introductions. When the market feels like a roller coaster—volatile stocks, whispers of a bear market, inflation, and economic…

Research suggests that when clients articulate the value they see in your services, it strengthens their commitment and makes referrals more natural. Building strong, trusting relationships with your clients is the key to earning referrals…

On January 29 of this year, I posted a blog titled 18 Principles of Effective Marketing Messaging. As a follow-up to that piece, here are the 10 most prevalent marketing messaging mistakes I see advisors making…

Changing financial advisors isn’t just about numbers—it’s personal. Clients often feel conflicted about leaving their previous advisor, even when they know it’s the right decision. They may feel awkward, guilty, or even nervous about having…

This is a guest article from the folks at IronClad Family, the makers iVaultx. In today’s dynamic financial landscape, clients are increasingly seeking advisors who offer more than traditional investment guidance. They desire a comprehensive approach that addresses…