Category: Communicate Your Value

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,…

After more than 30 years of coaching financial professionals and interviewing hundreds of top advisors on my Top Advisor Podcast (now in the top 3% of podcasts worldwide), I can tell you this with total…

Cut Through the Noise: Transform Your Marketing Message Listen to the interview of Bill Cates on Barron’s “Way Forward” Podcast (After Bill’s presentation to Barron’s Top 100 Advisor Conference) Key Takeaways from this High-Content Interview:…

As a financial advisor, you know that helping your clients manage their finances is about far more than crunching numbers and reviewing asset allocations. Beneath every financial decision lies a complex web of emotions, subconscious…

Guest Article from Jeff Thorsteinson with Advisor Practice Management. I saw this article from Jeff in www.advisorpedia.com and felt compelling to share it with my community. Enjoy! Every advisor reaches a point in their career…

Guest Article by Dan Scholes, President of Optimus Business Advisory.  Optimus helps established business owners, including financial advisors, maximize the value of their business, prepare for and navigate the sales process, and secure deals that…

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…

Early in your career – odds are you were taught how to prospect. You made cold calls. You contacted your natural market. You went to events in search of prospective clients. You did what you had…

You’ve heard the expression, “Working in your business and working on your business.” Here’s a variation for you, “Working in your relationships and working on your relationships.” The key to client loyalty and unsolicited referrals is client engagement. You can enhance your clients’ feelings of engagement through the questions…

Make and keep these following resolutions and you’ll avoid looking like The Creepy Referral Guy in 2025. No begging, pushing, or other creepy referral behavior allowed! Bonus Resolution 13. Bring Bill Cates into your organization – virtually or in-person…