Category: Client Engagement

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…

Financial advisors are highly trusted by business owners. So, why do many of them lose the assets when the business is sold? When it comes to selling a business, financial advisors are ranked the most trusted…

In a past blog, I covered the neuroscience behind the incredible power of getting your clients to speak out loud the value of the work you’re doing together. (SEE:  Unlocking the Power of Value Discussions)…

[The following is drawn from my recent interview with Michael Kitces for my Top Advisor Podcast – Keep an eye out for the release of this episode in September.] Let’s face it: in an era…

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…

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…

This coming November 21, I’ll be presenting a free webinar on how to multiply your best clients through referrals and introductions. One important principle I’ll cover is the concept of becoming super referable – going beyond client satisfaction…